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- Tasks: Join our team as a Trainee Financial Adviser and learn the ropes of financial planning.
- Company: We're a successful Financial Planning firm with a strong presence in the North West of the UK.
- Benefits: Enjoy full training, competitive pay, and support from experienced teams.
- Why this job: Kickstart your career with a role that offers growth, training, and a chance to make an impact.
- Qualifications: Previous experience in Banking, Sales, or Customer Services is a plus; working towards CeMAP or DipFA is advantageous.
- Other info: First-year earnings can reach £40,000, with significant increases in your second year.
The predicted salary is between 24000 - 40000 £ per year.
A well established and successful Financial Planning firm with offices across the North West of the UK has an exciting opportunity for a Trainee Financial Adviser in the Carmarthenshire area. The firm is expanding its Advice team and is looking for trainee financial advisers as part of this expansion.
Previous experience in Banking, Sales, Customer Services or Hospitality is advantageous. Having CeMAP or DipFA actively working towards this qualification is advantageous.
You will benefit from the support of the management and administration teams and ongoing training. In return, you will receive a competitive package, full training, and will be put through the industry recognised DipFA qualification. First year On Target Income of £40,000, which will rise significantly in your second year.
For more information on this position please forward your CV to Douglas McDougall.
Trainee Financial Adviser employer: Pinstripe Personnel
Contact Detail:
Pinstripe Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser
✨Tip Number 1
Network with professionals in the financial services industry. Attend local finance-related events or join online forums to connect with current financial advisers who can provide insights and possibly refer you to opportunities.
✨Tip Number 2
Research the company thoroughly. Understand their values, services, and recent developments. This knowledge will help you tailor your conversations and show genuine interest during interviews.
✨Tip Number 3
Consider obtaining relevant qualifications like CeMAP or DipFA if you haven't already. Even if you're not fully qualified yet, showing that you're actively working towards these certifications can set you apart from other candidates.
✨Tip Number 4
Prepare for potential interview questions by practising your responses. Focus on how your previous experience in banking, sales, or customer service can translate into skills beneficial for a financial adviser role.
We think you need these skills to ace Trainee Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights any relevant experience in Banking, Sales, Customer Services, or Hospitality. Emphasise skills that align with the role of a Trainee Financial Adviser.
Highlight Qualifications: If you have any qualifications like CeMAP or DipFA, mention them prominently. If you're working towards these qualifications, make sure to state that clearly in your application.
Craft a Compelling Cover Letter: Write a cover letter that explains why you're interested in becoming a Trainee Financial Adviser. Discuss your passion for financial planning and how you can contribute to the firm's success.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This shows initiative and enthusiasm for the role.
How to prepare for a job interview at Pinstripe Personnel
✨Research the Company
Before your interview, take some time to learn about the financial planning firm. Understand their values, services, and recent achievements. This will help you tailor your answers and show genuine interest in the role.
✨Highlight Relevant Experience
Even if you haven't worked as a financial adviser before, draw on your experience in banking, sales, customer service, or hospitality. Be ready to discuss how these skills can translate into the financial advisory role.
✨Prepare for Common Questions
Anticipate questions related to your motivation for becoming a financial adviser and your understanding of financial products. Practising your responses will help you feel more confident during the interview.
✨Show Willingness to Learn
Since this is a trainee position, emphasise your eagerness to learn and grow within the company. Mention any steps you've taken towards obtaining qualifications like CeMAP or DipFA, even if you're still working on them.
