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- Tasks: Learn from experts, assist in client meetings, and prepare financial plans.
- Company: Modern firm dedicated to your growth in financial planning.
- Benefits: Full training funded, competitive salary, and a supportive benefits package.
- Why this job: Kickstart your career in finance and make a real difference in people's lives.
- Qualifications: Ambition, strong communication skills, and a willingness to learn.
- Other info: Structured pathway to becoming a qualified Financial Adviser with mentoring support.
The predicted salary is between 28800 - 43200 £ per year.
This range is provided by Jenson Fisher. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Jenson Fisher
Recruitment Consultant – Head of Financial Services #ifa #paraplanner #ifaadministrator #compliance #investmentmanagement
Want to start your journey towards a rewarding career as a Financial Planner with a modern, forward-thinking firm that will support you every step of the way?
Do you have previous experience working within Wealth Management or Financial Planning?
Are you ambitious, driven, and passionate about helping people make the most of their money? As a Trainee Financial Adviser, you’ll have the opportunity to learn from experienced professionals, gain industry-leading qualifications, and build a career where your success grows with your clients’.
My client will invest in your development every step of the way – with training, mentoring, and full support towards becoming a qualified Financial Adviser.
What you’ll be doing
- Work closely with senior advisers, joining client meetings and seeing first-hand how trusted financial advice is delivered.
- Research markets, products, and solutions across pensions, investments, mortgages, and protection.
- Prepare reports, plans, and recommendations that help clients achieve their goals.
- Build your confidence in client conversations and relationship management.
- Study towards professional qualifications with dedicated support and study leave.
- Progress towards managing your own client portfolio once qualified.
What we’re looking for
- Ambition, curiosity, and the drive to build a long-term career in financial planning.
- Strong communication skills – you’ll enjoy talking to people and earning their trust.
- Good problem-solving and analytical ability.
- A willingness to learn, adapt, and study towards the CII Diploma in Regulated Financial Planning (sponsored by us).
- Ideally, a degree and prior experience in a financial services roles.
What you’ll get
- Full training & qualifications funded – including study support and exam fees.
- A competitive starting salary with regular reviews as you progress.
- A structured career pathway to becoming a qualified Financial Adviser.
- Mentoring from experienced advisers who want to see you succeed.
- Benefits package including pension, bonuses, and more.
This is more than just a job – it’s the start of a career where you can make a real difference to people’s lives while building your own success.
Seniority level
Associate
Employment type
Full-time
Job function
Sales, Business Development, and Administrative
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Trainee Financial Adviser employer: Jenson Fisher
Contact Detail:
Jenson Fisher Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning field on LinkedIn or at industry events. Building connections can lead to valuable insights and potential job opportunities.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios you might face as a Trainee Financial Adviser. Role-playing with a friend can help you feel more confident and articulate your passion for helping clients.
✨Tip Number 3
Showcase your enthusiasm for learning! During interviews, highlight your willingness to study towards qualifications and how you plan to grow within the company. This will demonstrate your commitment to a long-term career in financial planning.
✨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 Trainee Financial Adviser
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for financial planning shine through. We want to see that you're not just looking for a job, but that you're genuinely excited about helping people manage their money.
Tailor Your CV: Make sure your CV is tailored to the role of Trainee Financial Adviser. Highlight any relevant experience in wealth management or financial services, and don’t forget to mention your communication skills and problem-solving abilities!
Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you’re the perfect fit for this role. Share your career ambitions and how you plan to grow with us. Be personal and engaging – we love to see your personality come through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us that you’re proactive and keen to join our team!
How to prepare for a job interview at Jenson Fisher
✨Know Your Stuff
Before the interview, brush up on your knowledge of financial products and services. Familiarise yourself with terms like pensions, investments, and mortgages. This will not only show your enthusiasm but also help you engage in meaningful conversations with the interviewers.
✨Show Your Passion
Express your genuine interest in helping clients achieve their financial goals. Share any relevant experiences or stories that highlight your ambition and drive. This will resonate well with the interviewers, as they’re looking for someone who is passionate about financial planning.
✨Practice Makes Perfect
Rehearse common interview questions related to financial advising and client management. Consider role-playing with a friend or family member to build your confidence. The more comfortable you are with your answers, the better you'll perform during the actual interview.
✨Ask Thoughtful Questions
Prepare a few insightful questions to ask at the end of the interview. This could be about the company’s approach to mentoring or how they support trainees in their development. Asking questions shows your interest in the role and helps you determine if the company is the right fit for you.
