Trainee Financial Advisor

Trainee Financial Advisor

Ipswich Internship 24000 - 28000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Start as a support admin, gain hands-on finance experience, and learn from seasoned advisers.
  • Company: Join a dynamic team focused on developing future financial experts.
  • Benefits: Enjoy a competitive salary, bonus structure, and flexible working options.
  • Why this job: Kickstart your finance career with structured training and real-world experience in client management.
  • Qualifications: Must have a university degree, Microsoft Office skills, and strong communication abilities.
  • Other info: Complete a 12-week probation to begin your tailored exam schedule for advisory qualifications.

The predicted salary is between 24000 - 28000 £ per year.

Are you looking to kickstart your career in finance with our client’s Trainee Financial Advisor Programme? This role offers a structured pathway to becoming a successful independent financial adviser. Starting as a support administrator, you’ll gain hands-on experience while building essential knowledge in financial products, investment strategies, and client relationship management. With opportunities to work alongside experienced advisers, you’ll enhance your skills in areas like cashflow planning, effective questioning, and client meetings. Upon successful completion of a 12-week probation period, you’ll begin a tailored exam schedule, guiding you step-by-step toward the qualifications needed for an advisory role. Join our clients and take the first step towards a rewarding career in financial advice! Salary package on offer for the role of Trainee Financial Advisor: £30,000 – £35,000 Basic Salary Bonus Structure Working Hours: Monday – Friday Office or home-based dependent on location Requirements for this Trainee Financial Advisor role: Microsoft Office knowledge  Strong written, as well as verbal, communication skills Attention to detail Organisational and planning skills Financial market and funds knowledge Experience in a similar environment University degree i…

Trainee Financial Advisor employer: GCB Recruitment

Join a dynamic and supportive environment where your career in finance can flourish! Our client offers a comprehensive Trainee Financial Advisor Programme that not only provides a competitive salary but also fosters professional growth through hands-on experience and mentorship from seasoned advisers. With a focus on work-life balance and flexible working options, this is an excellent opportunity for those looking to make a meaningful impact in the financial sector.
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Contact Detail:

GCB Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Financial Advisor

✨Tip Number 1

Familiarize yourself with financial products and investment strategies. This knowledge will not only help you during the interview but also demonstrate your genuine interest in the role.

✨Tip Number 2

Network with professionals in the finance industry. Attend finance-related events or join online forums to connect with experienced advisers who can provide insights and potentially refer you to opportunities.

✨Tip Number 3

Practice your communication skills, both written and verbal. Role-playing client meetings with friends or mentors can help you become more comfortable and effective in real-life scenarios.

✨Tip Number 4

Stay updated on current financial market trends and news. Being knowledgeable about recent developments will show your commitment to the field and can give you an edge during discussions with interviewers.

We think you need these skills to ace Trainee Financial Advisor

Microsoft Office Proficiency
Strong Written Communication Skills
Strong Verbal Communication Skills
Attention to Detail
Organisational Skills
Planning Skills
Financial Market Knowledge
Investment Strategies Understanding
Client Relationship Management
Cashflow Planning
Effective Questioning Techniques
Experience in Financial Services
University Degree in Finance or Related Field
Adaptability
Team Collaboration

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Trainee Financial Advisor position. Familiarize yourself with financial products, investment strategies, and client relationship management.

Tailor Your CV: Customize your CV to highlight relevant experience and skills that align with the job description. Emphasize your knowledge of Microsoft Office, communication skills, and any previous experience in finance or related fields.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for finance and your eagerness to learn. Mention specific aspects of the Trainee Financial Advisor Programme that excite you and how you can contribute to the team.

Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that your documents are well-organized and professional.

How to prepare for a job interview at GCB Recruitment

✨Show Your Passion for Finance

Make sure to express your enthusiasm for the finance industry during the interview. Share any relevant experiences or coursework that sparked your interest in financial products and investment strategies.

✨Demonstrate Communication Skills

Since strong written and verbal communication skills are crucial for this role, practice articulating your thoughts clearly. Consider preparing answers to common interview questions and practicing them with a friend.

✨Highlight Attention to Detail

Prepare examples from your past experiences where your attention to detail made a difference. This could be in academic projects, previous jobs, or even personal finance management.

✨Ask Insightful Questions

Prepare thoughtful questions about the Trainee Financial Advisor Programme and the company culture. This shows your genuine interest in the role and helps you assess if it's the right fit for you.

Trainee Financial Advisor
GCB Recruitment
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  • Trainee Financial Advisor

    Ipswich
    Internship
    24000 - 28000 £ / year (est.)

    Application deadline: 2027-01-06

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    GCB Recruitment

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