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- Tasks: Join our team to learn and support client relationships while developing your advisory skills.
- Company: FLM, a trusted financial planning firm in the City of London.
- Benefits: Earn £40,000 plus bonuses, with uncapped earning potential from Year 2.
- Other info: Diverse and inclusive workplace with excellent career progression opportunities.
- Why this job: Kickstart your career with hands-on training and real client exposure.
- Qualifications: Self-motivated individuals with strong communication and analytical skills.
The predicted salary is between 40000 - 40000 £ per year.
Location: City of London
Salary: £40,000 + bonus (Year 1) | Uncapped earning potential from Year 2
About Us
FLM is an established financial planning firm based in the City of London and has been giving face to face financial advice for over 25 years. We help over 5,000 clients to describe and define their purpose, and then build a plan designed to achieve this through the years ahead. Having grown through referral and recommendation, we are proud to be entrusted with over £2bn of our clients’ wealth. We are now entering an exciting phase of growth, delivered by developing future generations of Financial Advisers. This is an opportunity to join a supportive and high-performing environment where you will learn from experienced Advisers and develop the skills needed to build a successful advisory career.
The Programme
Our Financial Adviser Training Programme has successfully developed advisers for over 15 years. During your first year, you will:
- Receive structured, hands-on training from experienced advisers.
- Work closely with a team of advisers to support client relationships and learn the advisory process.
- Develop your technical knowledge of UK financial products and services and how to advise clients on these.
- Study towards the Level 4 Diploma in Financial Planning with full study support.
- Gain lived exposure of the Advisor-Client relationship to empower and support your own learning and development.
This programme is designed to provide practical experience alongside professional qualifications, giving you fantastic foundations to then succeed as an Adviser.
Career Progression
Once you have completed the programme and become licensed:
- You will transition into a self-employed Financial Adviser role with FLM.
- You will support and advise an existing client base.
- You will have the opportunity to build your own portfolio of clients.
- Your earning potential becomes uncapped, rewarding performance and growth.
What We’re Looking For
We welcome applications from individuals who:
- Are self-motivated and ambitious, with a clear goal of becoming a Financial Adviser.
- Have excellent communication and relationship-building skills.
- Are driven, resilient and motivated by positively impacting clients’ lives.
- Demonstrate strong numerical and analytical ability.
- Enjoy working with clients and delivering great outcomes.
- Have experience of working in a professional environment, ideally client-facing.
FLM Ltd is committed to building a diverse and inclusive workplace and welcomes applications from candidates of all backgrounds.
Trainee Financial Adviser employer: Financial Lifestyle Management
Contact Detail:
Financial Lifestyle Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser
✨Tip Number 1
Network like a pro! Attend industry events, join financial planning groups, and connect with professionals on LinkedIn. The more people you know, the better your chances of landing that Trainee Financial Adviser role.
✨Tip Number 2
Practice your pitch! Be ready to explain why you want to be a Financial Adviser and how you can add value to clients. A confident and clear pitch can make all the difference in interviews.
✨Tip Number 3
Research FLM thoroughly! Understand their values, client base, and what makes them tick. Tailoring your conversations to show you’re a great fit for their culture can really set you apart.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team at FLM.
We think you need these skills to ace Trainee Financial Adviser
Some tips for your application 🫡
Show Your Passion: When writing your application, let us see your enthusiasm for becoming a Financial Adviser. Share why this career excites you and how you can make a positive impact on clients' lives.
Tailor Your CV: Make sure your CV is tailored to the role. Highlight any relevant experience, especially in client-facing roles, and showcase your communication skills. We want to see how you can build relationships!
Be Clear and Concise: Keep your application clear and to the point. Use straightforward language and avoid jargon. We appreciate a well-structured application that makes it easy for us to see your strengths.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with FLM.
How to prepare for a job interview at Financial Lifestyle Management
✨Know Your Financial Products
Make sure you brush up on your knowledge of UK financial products and services. Being able to discuss these confidently will show that you're serious about the role and ready to learn. Prepare some examples of how these products can impact clients' lives.
✨Showcase Your Communication Skills
As a Trainee Financial Adviser, strong communication is key. Practice explaining complex financial concepts in simple terms. You might even want to role-play with a friend to get comfortable. This will help you demonstrate your ability to build relationships with clients during the interview.
✨Demonstrate Your Motivation
FLM is looking for self-motivated individuals. Be ready to share your career goals and why you want to become a Financial Adviser. Highlight any relevant experiences that showcase your ambition and resilience, as these traits are crucial for success in this field.
✨Prepare Questions for Your Interviewers
Interviews are a two-way street! Prepare thoughtful questions about the training programme and the company culture at FLM. This not only shows your interest but also helps you determine if this is the right fit for you. Ask about their approach to client relationships or how they support new advisers.