At a Glance
- Tasks: Build client relationships and deliver tailored financial advice in a supportive team.
- Company: Family-focused independent financial advisory firm with ambitious growth plans.
- Benefits: Competitive salary, flexible working, private medical cover, and gym membership.
- Other info: Join a dynamic team with comprehensive training and mentoring opportunities.
- Why this job: Kickstart your career in financial planning with clear progression towards Competent Adviser Status.
- Qualifications: Level 4 diploma in Financial Planning and customer-facing experience required.
The predicted salary is between 35000 - 40000 £ per year.
Our client is a well‑established, family‑focused independent financial advisory firm with a growing client base and ambitious expansion plans. They are now looking to recruit a fully qualified level 4 diploma professional who is looking to develop their career towards full Competent Adviser Status (CAS) within a supportive and collaborative environment. This opportunity would suit an individual with a strong background in sales, banking, mortgages, customer service, or financial services who enjoys building relationships and delivering excellent client outcomes.
The Role
- Building relationships with clients and gathering key financial information
- You will be given a book of roughly 45 clients once you have achieved CAS or after probation
- Conducting research and presenting suitable recommendations
- Reviewing risk assessments, portfolio performance and asset allocation
- Working closely with the wider team to deliver the best outcomes for clients
- Managing client interactions both face‑to‑face and via online meetings
- Operating in a hybrid working environment between home and office
Salary and Package
- Salary between £35,000‑£40,000
- Salary rises to £45,000 after probation and £50,000 after 12 months
- Generous bonus structure once targets are achieved
- Flexible working arrangements
- Private medical cover following probation
- Contributory pension scheme
- Death‑in‑service benefit
- Gym membership
- Comprehensive training and mentoring programme
- Clear pathway to achieving CAS status
- Existing client bank provided upon achieving CAS status
What Our Client Is Looking For
- Level 4 diploma in Financial Planning (or equivalent)
- Previous face‑to‑face sales or customer‑facing experience
- Experience within sales, banking, mortgages, customer service, or financial services
- Strong communication, literacy and numeracy skills
- Proficiency in Microsoft Office, particularly Word, Excel and Outlook
- Genuine interest in financial planning and helping clients achieve positive outcomes
- Full UK driving licence
- Willingness to complete DBS checks
- Flexibility to work occasional evenings and weekends when required
If you are looking to develop your career within financial planning and join a supportive business with long‑term progression opportunities, we would love to hear from you. We are an equal‑opportunity employer and welcome applications from all suitably qualified candidates. Remuneration offered will depend on experience, qualifications and overall skill set.
Trainee Financial Adviser — CAS Path, Hybrid Role in Milton Keynes employer: IDEX Consulting
Join a well-established, family-focused independent financial advisory firm that prioritises employee growth and development in a supportive and collaborative environment. With a clear pathway to achieving Competent Adviser Status (CAS) and a generous benefits package including flexible working arrangements, private medical cover, and comprehensive training, this role offers a rewarding career for those passionate about helping clients achieve their financial goals.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Financial Adviser — CAS Path, Hybrid Role in Milton Keynes
✨Network Like a Pro
Get out there and connect with people in the financial services industry. Attend networking events, join relevant online groups, and don’t be shy about reaching out to potential mentors. Building relationships can open doors that applications alone can't!
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. Show them your passion for financial planning and how you can help clients achieve their goals. Remember, it’s not just about what you know, but how you communicate it!
✨Follow Up
After an interview, send a quick thank-you email to express your appreciation for the opportunity. This not only shows your enthusiasm but also keeps you fresh in their minds. A little courtesy can go a long way!
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us can sometimes give you an edge, as we love to see candidates who are proactive and engaged with our brand.
We think you need these skills to ace Trainee Financial Adviser — CAS Path, Hybrid Role in Milton Keynes
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the job description. Highlight your background in sales, banking, or customer service, as these are key areas for this role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about financial planning and how you can help clients achieve their goals. Be genuine and let your personality shine through!
Showcase Your Communication Skills:Since this role involves building relationships with clients, demonstrate your strong communication skills in your application. Use clear and concise language, and make sure to proofread for any errors.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around the Level 4 diploma topics. Be ready to discuss how your background in sales or customer service can translate into building strong client relationships.
✨Showcase Your People Skills
Since this role is all about building relationships, think of examples from your past experiences where you've successfully interacted with clients. Prepare to share stories that highlight your communication skills and ability to deliver excellent outcomes.
✨Research the Company
Get to know the firm’s values, their approach to financial advising, and their expansion plans. This will not only help you tailor your answers but also show your genuine interest in being part of their team.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about their training programme or how they support new advisers in achieving CAS status. It shows you're engaged and serious about the opportunity.
