At a Glance
- Tasks: Engage with clients and guide them through their financial planning journey.
- Company: Join a growing financial services business focused on accessible advice.
- Benefits: Earn £40,000 basic salary with potential OTE of £65,000 and great perks.
- Other info: Enjoy a modern office, complimentary snacks, and regular social events.
- Why this job: Kickstart your career in finance with full training and support to become a qualified advisor.
- Qualifications: Sales experience is a plus; no prior financial qualifications needed.
Financial Advisor career pathway with a basic salary of £40,000 and full academy training and qualifications. This opportunity offers a structured pathway into financial services, professional qualifications, and long-term progression towards becoming a qualified Financial Advisor. Whether you already have some exposure to financial services or are looking to transition into the industry, you'll receive the training and support needed to build a successful career in financial advice.
You'll join a dedicated academy programme where you'll receive one-to-one coaching from an experienced Academy Trainer, gain industry-recognised qualifications, and develop the knowledge and skills needed to become a qualified Financial Advisor. No previous financial services qualifications are required.
Package & Benefits
- Salary £40,000 per annum.
- Realistic OTE of £65,000 per annum.
- Monday to Friday working hours, 9:00am to 5:00pm.
- Full academy training programme with dedicated one-to-one support.
- Support to achieve industry-recognised financial services qualifications.
- Private healthcare.
- Profit share scheme.
- 8% employer pension contribution.
- Death in service cover.
- Modern, high-specification office in a prime Manchester city centre location.
- Complimentary snacks, refreshments, and premium bean-to-cup coffee.
- On-site shower facilities and Pilates studio access.
- Regular social events and team incentives.
About the Company
You will be joining a growing financial services business with a mission to make financial advice more accessible and easier to understand. The business specialises in pensions, retirement planning, pension reviews, and broader financial planning, while investing heavily in developing future Financial Advisors through its academy programme.
Key Responsibilities
- Speak with prospective clients who have already engaged with the business and are progressing through the financial advice process.
- Build trust and rapport with clients while explaining the financial planning journey and answering questions about pensions, retirement planning, and financial advice.
- Gather key information and obtain Letters of Authority to support pension reviews, retirement planning, and financial advice recommendations.
- Develop your knowledge, qualifications, and expertise through structured academy training and ongoing professional development.
About You
- Experience in sales, business development, customer retention, or a client-facing commercial role.
- Financial services experience within areas such as pensions, insurance, mortgages, banking, investments, or protection would be advantageous but is not essential.
- Motivated to build a long-term career in financial advice and willing to undertake professional qualifications through a structured academy programme.
If you're interested in becoming a qualified Financial Advisor and building a long-term career in financial services, we'd love to hear from you. Contact Fintelligent for more information or a confidential discussion.
Trainee Financial Advisor in Manchester employer: Fintelligent Search
Join a dynamic financial services firm in the heart of Manchester, where you will embark on a rewarding career as a Trainee Financial Advisor. With a competitive salary of £40,000 and a clear pathway to professional qualifications, our supportive work culture prioritises your growth through dedicated one-to-one coaching and a comprehensive academy programme. Enjoy modern office amenities, regular team events, and a commitment to making financial advice accessible, making this an exceptional place to build your future.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Financial Advisor in Manchester
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out to potential mentors. The more connections you make, the better your chances of landing that Trainee Financial Advisor role.
✨Tip Number 2
Practice your pitch! You’ll want to be able to explain why you’re the perfect fit for this role. Think about your sales experience and how it translates into building trust with clients. A confident and clear pitch can set you apart from other candidates.
✨Tip Number 3
Research the company! Understand their mission and values, especially their focus on making financial advice accessible. This knowledge will help you tailor your conversations and show that you’re genuinely interested in being part of their team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Don’t miss out on this opportunity to kickstart your career in financial advice!
We think you need these skills to ace Trainee Financial Advisor in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Trainee Financial Advisor role. Highlight any sales or customer-facing experience, as this is key for us in the financial services industry.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about a career in financial advice and how our academy programme can help you achieve your goals. Be genuine and let your personality come through!
Showcase Your Motivation:We want to see your enthusiasm for building a long-term career in financial advice. In your application, mention any relevant experiences or interests that demonstrate your commitment to this pathway.
Apply Through Our Website:To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to receive your details and get the ball rolling on your journey to becoming a qualified Financial Advisor!
How to prepare for a job interview at Fintelligent Search
✨Know Your Financial Basics
Even if you don't have a financial services background, brush up on key concepts like pensions, retirement planning, and investments. This will show your enthusiasm for the role and help you engage in meaningful conversations during the interview.
✨Showcase Your Sales Skills
Since experience in sales is crucial, prepare examples of how you've successfully built relationships with clients or closed deals. Highlighting your ability to connect with people will demonstrate that you're ready for a client-facing role.
✨Ask Insightful Questions
Prepare thoughtful questions about the academy programme and the company's approach to financial advice. This not only shows your interest but also helps you gauge if the company aligns with your career goals.
✨Demonstrate Your Motivation
Express your eagerness to learn and grow within the financial services industry. Share your long-term career aspirations and how this role fits into your plans, as it will resonate well with the interviewers looking for committed candidates.
