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For Companies At a Glance
- Tasks: Provide personalised financial advice and manage existing client relationships.
- Company: Join a well-established firm known for expert financial advice across various services.
- Benefits: Enjoy full training, immediate client access, and a pathway to becoming a qualified Financial Adviser.
- Why this job: This role offers growth opportunities, a supportive culture, and the chance to make a real impact.
- Qualifications: Seeking proactive individuals with some financial services experience and strong communication skills.
- Other info: Perfect for those eager to advise high-net-worth clients and build their own business.
The predicted salary is between 24000 - 36000 £ per year.
Step into a rewarding career as a Trainee Financial Adviser. Are you ready to take the next step in your financial advisory career? We are recruiting for a Trainee Financial Adviser to join a well-established firm providing expert advice across Mortgages, Protection, Investments, Pensions, Inheritance Tax Planning, and Long-Term Care planning. This is a fantastic opportunity for a driven individual to take on a portfolio of existing clients while also building new business.
What’s on Offer?
- Immediate access to a loyal client base to manage and nurture.
- The opportunity to develop your own client portfolio and grow the firm’s business.
- A broad range of financial services to advise on, from mortgages and protection to investments and pensions.
- Full training and support from experienced advisers to help you thrive in the role.
- A pathway to becoming a fully qualified Financial Adviser with industry-leading qualifications.
Key Responsibilities:
- Provide personalised financial advice across a range of products, including pensions, investments, mortgages, and protection.
- Take ownership of an existing client book, delivering ongoing support and advice.
- Proactively generate new business through networking and relationship-building.
- Stay up-to-date with market trends and regulatory changes to ensure compliance and provide the best advice to clients.
What We’re Looking For:
- A proactive, self-motivated individual with a passion for financial planning.
- Some experience in financial services, with a desire to progress toward becoming a fully qualified Financial Adviser.
- Excellent interpersonal and communication skills, with the ability to build long-lasting client relationships.
- The confidence and drive to win new business and grow your client base.
- A keen interest in keeping up-to-date with industry regulations and products.
If you are ready to take on the challenge of advising high-net-worth clients while also building your own book of business, we’d love to hear from you. Apply today to start your journey as a Trainee Financial Adviser!
Trainee Financial Advisor employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Advisor
✨Tip Number 1
Network with professionals in the financial services industry. Attend local finance-related events or join online forums to connect with experienced advisers who can provide insights and potentially refer you to opportunities.
✨Tip Number 2
Stay informed about current market trends and regulatory changes. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your proactive approach to learning.
✨Tip Number 3
Consider seeking out a mentor in the financial advisory space. A mentor can offer valuable guidance, share their experiences, and help you navigate the early stages of your career effectively.
✨Tip Number 4
Prepare for potential interviews by practising common questions related to financial advising. Focus on how you would build client relationships and generate new business, as these are key aspects of the role.
We think you need these skills to ace Trainee Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, even if it's limited. Emphasise any skills that align with the responsibilities of a Trainee Financial Adviser, such as communication and relationship-building.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your motivation to become a fully qualified Financial Adviser. Mention specific reasons why you want to work with this firm and how you can contribute to their success.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as interpersonal skills, self-motivation, and a proactive approach. Provide examples of how you've demonstrated these skills in previous roles or experiences.
Show Industry Knowledge: Demonstrate your understanding of the financial advisory industry by mentioning current trends or regulations in your application. This shows your commitment to staying informed and your readiness to provide the best advice to clients.
How to prepare for a job interview at Ortus PSR Ltd.
✨Research the Company
Before your interview, take some time to research the firm you’re applying to. Understand their services, values, and client base. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Prepare for Common Questions
Anticipate common interview questions for a Trainee Financial Adviser position, such as your understanding of financial products or how you would approach building client relationships. Practising your responses can help you feel more confident during the interview.
✨Showcase Your Interpersonal Skills
As a financial adviser, strong interpersonal skills are crucial. Be prepared to demonstrate your ability to communicate clearly and build rapport. Share examples from past experiences where you successfully managed client relationships or resolved conflicts.
✨Express Your Passion for Financial Planning
Make sure to convey your enthusiasm for financial planning and your desire to grow within the industry. Discuss any relevant experiences or coursework that have prepared you for this role, and express your eagerness to learn and develop your skills further.
