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- Tasks: Support senior advisors and master financial planning processes to help clients achieve their goals.
- Company: Join Hartsfield Financial Services Limited, a leader in financial planning.
- Benefits: Enjoy comprehensive study support, a 5% matched pension, and increasing holiday benefits.
- Other info: Be part of the CREST Academy Programme for dynamic career growth.
- Why this job: Kickstart your career in financial planning with hands-on experience and mentorship.
- Qualifications: CII Level 4 Diploma in Regulated Financial Planning and strong communication skills.
The predicted salary is between 25000 - 32000 £ per year.
Hartsfield Financial Services Limited is looking for a Trainee Financial Planner in Wiltshire to join their CREST Academy Programme. This position involves supporting senior advisors and mastering a proven advice process to help clients achieve their financial goals.
The ideal candidate will hold a CII Level 4 Diploma in Regulated Financial Planning and demonstrate strong communication, technical curiosity, and ambition for a long-term career in financial planning.
The role offers comprehensive study support, a 5% matched pension, and progressively increasing holiday benefits.
Hybrid Trainee Financial Planner — CREST Academy employer: Hartsfield Financial Services Limited
Contact Detail:
Hartsfield Financial Services Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Trainee Financial Planner — CREST Academy
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning field, especially those who have been through similar programmes. They can offer insights and might even know about job openings that aren't advertised.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial planning. We recommend role-playing with a friend or using online resources to get comfortable discussing your qualifications and ambitions.
✨Tip Number 3
Showcase your passion for financial planning! During interviews, share your journey towards obtaining your CII Level 4 Diploma and how it aligns with your long-term career goals. This will help you stand out as a motivated candidate.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Hybrid Trainee Financial Planner — CREST Academy
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and qualifications mentioned in the job description. Highlight your CII Level 4 Diploma and any relevant experience that shows your ambition for a career in financial planning.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about financial planning. Share specific examples of your communication skills and technical curiosity, and how they align with our values at Hartsfield Financial Services.
Showcase Your Ambition: In your application, let us know about your long-term career goals in financial planning. We love seeing candidates who are eager to grow and develop within the industry, so don’t hold back!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity in our CREST Academy Programme.
How to prepare for a job interview at Hartsfield Financial Services Limited
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around the CII Level 4 Diploma topics. Be ready to discuss how you've applied this knowledge in practical scenarios or how you plan to use it in the role.
✨Show Your Communication Skills
Since strong communication is key for this role, practice explaining complex financial concepts in simple terms. You might even want to prepare a few examples of how you've successfully communicated with clients or team members in the past.
✨Demonstrate Your Ambition
Hartsfield Financial Services Limited is looking for someone with a long-term vision. Share your career goals and how this position fits into your plans. Show them that you're not just looking for a job, but a career path.
✨Ask Thoughtful Questions
Prepare some insightful questions about the CREST Academy 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 too.