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- Tasks: Support Wealth Managers and build your own client portfolio while gaining industry experience.
- Company: Join a leading wealth management firm in Northampton with a focus on personal growth.
- Benefits: Enjoy matched pension contributions, gym access, 25 days holiday, and more perks.
- Why this job: Kickstart your career in finance with mentorship and a clear path to becoming a Chartered Wealth Manager.
- Qualifications: No prior experience needed; just a passion for finance and a willingness to learn.
- Other info: This is a permanent on-site role with opportunities for professional development.
The predicted salary is between 28000 - 36000 £ per year.
Location: Northampton
Salary: £35,000 – £45,000
Type: Permanent
Workplace: On-Site
Reference: Ref88531
Job Title: Trainee Financial Adviser
Location: Northampton, UK
Salary: Up to £45,000
Benefits:
- Pension contributions matched at 6% (increases to 8% after successful probation)
- PMI, PHI, and Death in Service schemes after probation
- Onsite parking and gym facilities
- Holiday trading
- Cash plans
- Childcare vouchers
- Employee assistance program (EAP)
- Cycle to work schemes
- Dental Insurance
- Travel Insurance
- Discount / purchase schemes
- 25 days holidays plus bank holidays
Role Overview:
As a trainee financial adviser, you will embark on a comprehensive training program designed to equip you with the skills and knowledge necessary to thrive in the wealth management industry. Working closely with our Senior Wealth Managers and Chartered Wealth Managers, you will gain invaluable experience while being mentored by seasoned professionals. The role involves supporting Wealth Managers, assisting in client relationship management, and gradually building your own client portfolio. This position offers a unique opportunity for personal and professional growth, with the ultimate aim of progressing to the role of Wealth Manager upon completion of specified qualifications and training milestones.
General Duties:
- Attend meetings with CEO, Wealth Managers, and clients, ensuring accurate record-keeping and facilitating necessary paperwork.
- Collaborate with CF30 qualified advisers to gather data and create strategic planning documents.
- Assist in report research and documentation, ensuring compliance with regulatory standards.
- Conduct research for product recommendations and obtain compliance approval when necessary.
- Write reports and recommendations for clients, adhering to sales processes and regulatory requirements.
Other Duties Specific to Personal Development:
- Develop skills to eventually manage your own client portfolio within 18 to 24 months.
- Work towards becoming a Chartered Wealth Manager within the next 12 months to 3 years.
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Trainee Financial Adviser employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser
✨Tip Number 1
Familiarise yourself with the wealth management industry by reading up on current trends and regulations. This knowledge will not only help you in interviews but also show your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial advisory field, especially those who are already working as Wealth Managers. Attend industry events or join relevant online forums to make connections that could lead to valuable insights and recommendations.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios faced by financial advisers. Think about how you would handle client relationships and compliance issues, as these are key aspects of the role.
✨Tip Number 4
Showcase your eagerness to learn and grow within the company during your interactions. Highlight your commitment to achieving the Chartered Wealth Manager qualification, as this aligns with the company's goals for your development.
We think you need these skills to ace Trainee Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the role of a Trainee Financial Adviser. Emphasise any previous roles in customer service, finance, or sales, and showcase your ability to work in a team.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are interested in becoming a Trainee Financial Adviser. Mention your passion for finance and wealth management, and how the training programme aligns with your career goals.
Highlight Your Soft Skills: In your application, focus on soft skills such as communication, teamwork, and problem-solving. These are crucial for building client relationships and working alongside Wealth Managers.
Show Enthusiasm for Learning: Express your eagerness to learn and grow within the company. Mention your willingness to undertake the necessary qualifications and training to progress to a Wealth Manager role.
How to prepare for a job interview at Heat Recruitment
✨Understand the Role
Make sure you thoroughly understand what a Trainee Financial Adviser does. Familiarise yourself with the responsibilities outlined in the job description, such as client relationship management and compliance with regulatory standards.
✨Show Your Enthusiasm for Learning
Since this role involves a comprehensive training programme, express your eagerness to learn and grow. Share examples of how you've successfully adapted to new challenges in the past.
✨Prepare Questions
Have a list of insightful questions ready to ask during the interview. This could include inquiries about the training process, mentorship opportunities, or the company culture. It shows you're genuinely interested in the position.
✨Demonstrate Your Communication Skills
As a financial adviser, strong communication skills are essential. During the interview, practice clear and concise communication. Be prepared to explain complex concepts simply, as you would to a client.
