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- Tasks: Meet clients, provide investment advice, and maintain client relationships.
- Company: Join a leading Investment Management & Financial Planning firm in Central Leeds.
- Benefits: Enjoy a competitive salary, bonus scheme, and opportunities for professional growth.
- Why this job: Kickstart your career in finance with a supportive team and impactful work.
- Qualifications: Must have a Level 4 Diploma in Financial Advice/Planning and relevant experience.
- Other info: Ideal for recent graduates or those nearing qualification looking to advance.
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients' money and providing sound financial advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into advice.
Specific duties will include:
- Meet potential new clients to ascertain their current and future financial planning needs
- Provide quality investment advice in accordance with current regulations and within the firm's standards and procedures
- Introduce clients to the wider support team of the business
- Maintain the existing HNW client book and retain existing clients
- Building and maintaining a strong network of professional connections
- Identify and make suggestions to the investment propositions and make recommendations
The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of pensions, investments and retirement planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependent upon your skills, previous experience and current qualifications.
Trainee Financial Adviser employer: Lime People Search & Select Ltd
Contact Detail:
Lime People Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser
✨Tip Number 1
Network actively within the financial services sector. Attend industry events, seminars, and workshops to meet professionals who can provide insights or even refer you to opportunities at firms like ours.
✨Tip Number 2
Consider reaching out to current or former employees of the firm you're interested in. They can offer valuable information about the company culture and what it takes to succeed as a Trainee Financial Adviser.
✨Tip Number 3
Stay updated on the latest trends and regulations in financial planning and investment management. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 4
Prepare for potential interviews by practising common questions related to financial advice and client management. Showcasing your understanding of Pensions, Investments, and Retirement Planning will set you apart from other candidates.
We think you need these skills to ace Trainee Financial Adviser
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Trainee Financial Adviser. Highlight your understanding of financial planning, investment management, and client relationship building in your application.
Tailor Your CV: Make sure your CV reflects your qualifications, especially your Level 4 Diploma in Financial Advice/Planning. Emphasise any relevant experience in the Financial Services sector, particularly if you've worked as a Senior Administrator or Paraplanner.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advice and your eagerness to learn. Mention specific skills related to pensions, investments, and retirement planning, and how they align with the firm's needs.
Highlight Networking Skills: Since building a strong network is crucial for this role, include examples of how you've successfully built professional relationships in the past. This could be through internships, previous jobs, or networking events.
How to prepare for a job interview at Lime People Search & Select Ltd
✨Know Your Financial Fundamentals
Brush up on your knowledge of pensions, investments, and retirement planning. Being able to discuss these topics confidently will show that you are well-prepared and understand the core aspects of the role.
✨Demonstrate Client-Centric Thinking
Prepare examples of how you've previously identified client needs or provided tailored advice. This will highlight your ability to meet potential clients and ascertain their financial planning needs effectively.
✨Showcase Your Networking Skills
Be ready to discuss how you've built and maintained professional connections in the past. This is crucial for a Trainee Financial Adviser, as networking can lead to new client opportunities.
✨Familiarise Yourself with Regulatory Standards
Understand the current regulations surrounding investment advice. Being knowledgeable about compliance will demonstrate your commitment to providing quality advice in accordance with the firm's standards.
