At a Glance
- Tasks: Engage with clients, build trust, and guide them through financial planning.
- Company: Join a growing financial services business focused on accessible advice.
- Benefits: £40,000 salary, OTE of £65,000, private healthcare, and pension contributions.
- Other info: Enjoy a modern office, complimentary snacks, and regular social events.
- Why this job: Kickstart your career with full training and support to become a qualified Financial Advisor.
- Qualifications: Sales experience preferred; no prior financial qualifications needed.
If you're successful in sales and looking to build a career as a Trainee Financial Advisor, 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.
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.
- 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.
Trainee Financial Advisor employer: Fintelligent
Join a dynamic financial services firm in the heart of Manchester, where you'll 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 social events, and a commitment to making financial advice accessible, making this an excellent place to build your future.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Financial Advisor
✨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 financial advice. A confident, clear pitch can really set you apart during interviews.
✨Tip Number 3
Research the company! Familiarise yourself with their mission and values. When you know what they stand for, you can tailor your conversations to show how you align with their goals. Plus, it shows you’re genuinely interested in being part of their team.
✨Tip Number 4
Apply through our website! We’ve got all the info you need right there, and it’s the best way to ensure your application gets seen. Don’t miss out on this opportunity to kickstart your career as a Trainee Financial Advisor with us!
We think you need these skills to ace Trainee Financial Advisor
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 experience or client-facing roles you've had, as these will be super relevant to us.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial advice and how our academy programme can help you achieve your career goals. Keep it personal and engaging!
Showcase Your Motivation:We want to see your enthusiasm for building a career in financial services. In your application, mention what excites you about the industry and how you're ready to embrace the training and qualifications we offer.
Apply Through Our Website:To make sure your application gets to us quickly and efficiently, apply directly through our website. It’s the best way to ensure we see your application and can get back to you promptly!
How to prepare for a job interview at Fintelligent
✨Know Your Financial Basics
Even if you don't have a financial services background, it's crucial to brush up on basic financial concepts. Familiarise yourself with terms like pensions, retirement planning, and investment strategies. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your Sales Skills
Since experience in sales is a key requirement, prepare examples from your past roles where you've successfully built relationships or closed deals. Be ready to discuss how these skills can translate into building trust with clients in a financial advisory context.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the academy programme, the support you'll receive, and the company's vision for future Financial Advisors. This demonstrates your enthusiasm and helps you gauge if the company aligns with your career goals.
✨Practice Active Listening
During the interview, make sure to listen carefully to the interviewer's questions and comments. This will help you respond more effectively and show that you're engaged. Plus, it’s a great way to build rapport, which is essential in a client-facing role.
