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For Companies At a Glance
- Tasks: Meet clients, provide investment advice, and build a strong professional network.
- Company: Leading Investment Management & Financial Planning firm in Central Leeds.
- Benefits: Great salary package, bonus scheme, and career progression opportunities.
- Why this job: Kickstart your career in finance and make a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Advice/Planning and experience in Financial Services.
- Other info: Dynamic environment with opportunities for growth and development.
The predicted salary is between 24000 - 36000 £ per year.
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 in Morley employer: Lime Professional Services
Contact Detail:
Lime Professional Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser in Morley
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the financial services sector. Attend industry events, join relevant online forums, and don’t be shy to reach out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you meet potential clients or employers, make sure you can clearly articulate your skills and what you bring to the table. A confident and concise introduction can make all the difference in landing that first role.
✨Tip Number 3
Follow up after meetings! If you’ve had a chat with someone about a potential opportunity, drop them a quick email thanking them for their time and reiterating your interest. It shows initiative and keeps you fresh in their mind.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications this way!
We think you need these skills to ace Trainee Financial Adviser in Morley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trainee Financial Adviser role. Highlight any relevant experience, especially in financial services, and don’t forget to mention your Level 4 Diploma in Financial Advice/Planning!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial advice and how your skills align with what we’re looking for. Keep it concise but engaging!
Showcase Your Knowledge: Demonstrate your understanding of pensions, investments, and retirement planning in your application. We want to see that you’re not just qualified, but also knowledgeable and ready to dive into the role.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Lime Professional Services
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and retirement planning. Being able to discuss these topics confidently will show that you're ready to step into the role of a Trainee Financial Adviser.
✨Practice Makes Perfect
Conduct mock interviews with friends or family. Focus on common questions related to financial advice and client management. This will help you articulate your thoughts clearly and reduce any nerves on the day.
✨Showcase Your Experience
Even if you’re new to the advisory role, highlight your previous experience in the financial services sector. Discuss specific examples where you've provided support or advice, as this will demonstrate your understanding of the industry.
✨Network Like a Pro
Before the interview, try to connect with professionals in the field. This could give you insights into the company culture and expectations. Plus, mentioning any connections during your interview can show your proactive approach to building relationships.
