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- Tasks: Join our Trainee Adviser Programme to gain financial knowledge and practical advisory experience.
- Company: We are a leading firm in financial services, dedicated to developing future advisers.
- Benefits: Fully funded training, mentorship from professionals, and a supportive learning environment.
- Why this job: Kickstart your career in finance with hands-on experience and a Level 4 Diploma.
- Qualifications: Experience in sales or customer service is essential; interest in financial planning is a must.
- Other info: The programme lasts 12 months and includes structured learning and practical application.
The predicted salary is between 20000 - 30000 £ per year.
Kickstart Your Career in Financial Advice: Join Our Trainee Adviser Academy! Are you ready to take the first step toward a rewarding career in financial advice? Mattioli Woods is recruiting highly motivated individuals for our Trainee Adviser Academy, a fully funded 12-month in-house programme where youll gain valuable knowledge and achieve the Level 4 Diploma in Regulated Financial Planning. Our structured and supportive programme offers a perfect blend of hands-on experience, mentorship, and professional growth, setting you up for a successful career in wealth management. What Youll Need to Succeed Up to 3 years experience in sales, banking, mortgages, or customer service (required). Up to 2 years experience in a financial services-related role (desirable). Genuine interest in financial planning and delivering great client outcomes. Excellent literacy, numeracy, and communication skills. A full, clean UK driving license. Commitment to undergoing and clearing DBS checks. Why Choose Our Academy? Comprehensive Training: Learn from our experienced trainers and consultants. Advisory Experience: Build confidence through client-facing activities and case studies. Professiona…
Trainee Financial Adviser employer: Mattioli Woods Careers
Contact Detail:
Mattioli Woods Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser
✨Tip Number 1
Make sure to highlight any relevant experience you have in sales, banking, or customer service during your conversations. This will show that you understand client needs and can communicate effectively.
✨Tip Number 2
Demonstrate your genuine interest in financial planning by staying updated on current trends and news in the financial sector. This knowledge can help you engage in meaningful discussions with potential mentors and colleagues.
✨Tip Number 3
Network with professionals in the financial services industry. Attend events, join online forums, or connect with people on LinkedIn to build relationships that could lead to opportunities within our Trainee Adviser Programme.
✨Tip Number 4
Prepare for the DBS check by ensuring you have all necessary documentation ready. Being proactive about this process shows your commitment and readiness to take on the responsibilities of a Trainee Financial Adviser.
We think you need these skills to ace Trainee Financial Adviser
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Trainee Financial Adviser position. Understand the key responsibilities and required skills, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize any experience you have in sales, banking, mortgages, or customer service. If you have worked in financial services, make sure to detail that experience as well.
Show Your Interest: Express your genuine interest in financial planning and client outcomes in your application. Use specific examples to demonstrate your passion for the field and how it aligns with your career goals.
Professional Presentation: Ensure your application materials are professionally presented. Use clear language, check for spelling and grammar errors, and format your documents neatly to make a strong first impression.
How to prepare for a job interview at Mattioli Woods Careers
✨Show Your Passion for Financial Planning
Make sure to express your genuine interest in financial planning during the interview. Share any relevant experiences or insights that demonstrate your enthusiasm for helping clients achieve their financial goals.
✨Highlight Relevant Experience
Discuss your experience in sales, banking, or customer service, as these are essential for the role. Be prepared to provide specific examples of how your past roles have equipped you with the skills needed for a Trainee Financial Adviser.
✨Demonstrate Strong Communication Skills
Since the role requires engaging with clients at all levels, practice articulating your thoughts clearly and confidently. Use examples from your previous experiences to showcase your ability to communicate effectively.
✨Prepare Questions About the Programme
Show your interest in the Trainee Adviser Programme by preparing thoughtful questions about the structure, mentorship opportunities, and what success looks like in the role. This demonstrates your commitment to your professional development.
