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, social events, and a clear path to becoming a qualified advisor.
- Why this job: Kickstart your career in finance with full training and support to succeed.
- Qualifications: Sales experience is a plus; no prior financial qualifications needed.
The predicted salary is between 40000 - 40000 £ per year.
Financial Advisor career pathway with a £40,000 basic salary 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.
Trainee Financial Advisor. Job in Manchester Education & Training Jobs employer: Fintelligent
Join a dynamic financial services business in the heart of Manchester, where you will embark on a rewarding career as a Trainee Financial Advisor. With a comprehensive academy training programme, dedicated one-to-one coaching, and a clear pathway to professional qualifications, you'll be supported every step of the way. Enjoy a modern office environment, competitive salary, and a range of benefits including private healthcare and regular team events, making this an excellent place for personal and professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Financial Advisor. Job in Manchester Education & Training Jobs
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
✨Show Your Passion Through Projects
Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like Fintelligent. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace Trainee Financial Advisor. Job in Manchester Education & Training Jobs
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at Fintelligent.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at Fintelligent
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at Fintelligent.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at Fintelligent.
