Trainee Financial Services Advisor - Start Your Career Path in Oxford
Trainee Financial Services Advisor - Start Your Career Path

Trainee Financial Services Advisor - Start Your Career Path in Oxford

Oxford Trainee 1500 - 2100 £ / month (est.) No home office possible
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At a Glance

  • Tasks: Guide customers in creating free Wills and introduce protection services.
  • Company: A growing financial services company with a customer-focused team.
  • Benefits: Monthly bonuses, full training, and support for professional qualifications.
  • Why this job: Kickstart your career in finance with clear progression opportunities.
  • Qualifications: Excellent communication skills and a friendly telephone manner.
  • Other info: Supportive environment fostering career growth.

The predicted salary is between 1500 - 2100 £ per month.

A growing financial services company in the UK is seeking a Trainee Financial Services Advisor to join their customer-focused team. The ideal candidate will have excellent communication skills and a friendly telephone manner, guiding customers through free Will creation and introducing protection services.

This role offers full training and clear progression into a Protection Advisor position, with a supportive environment fostering career growth. Monthly bonuses and professional qualification support are also part of the package.

Trainee Financial Services Advisor - Start Your Career Path in Oxford employer: Plus One Recruitment

Join a dynamic and growing financial services company in the UK, where you will receive comprehensive training and support as a Trainee Financial Services Advisor. Our customer-focused culture prioritises employee development, offering clear pathways for career progression into Protection Advisor roles, alongside attractive monthly bonuses and assistance with professional qualifications. Experience a rewarding work environment that values your contributions and fosters personal growth.
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Contact Detail:

Plus One Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Financial Services Advisor - Start Your Career Path in Oxford

✨Tip Number 1

Network like a pro! Reach out to people in the financial services industry on LinkedIn or at local events. We can’t stress enough how valuable personal connections can be in landing that Trainee Financial Services Advisor role.

✨Tip Number 2

Practice your communication skills! Since this role is all about guiding customers, we suggest you role-play with friends or family. Get comfortable with explaining concepts clearly and friendly – it’ll make a world of difference during interviews.

✨Tip Number 3

Research the company! Familiarise yourself with their services and values. When you apply through our website, showing that you know what they’re about will definitely set you apart from other candidates.

✨Tip Number 4

Follow up after your interview! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. We believe this small gesture can help you stand out in the hiring process.

We think you need these skills to ace Trainee Financial Services Advisor - Start Your Career Path in Oxford

Communication Skills
Telephone Manner
Customer Service
Will Creation Guidance
Protection Services Knowledge
Teamwork
Adaptability
Career Progression Awareness

Some tips for your application 🫡

Show Off Your Communication Skills: Since we're all about excellent communication, make sure your application highlights your ability to connect with people. Use clear and friendly language to demonstrate how you can guide customers through their journey.

Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect the specific skills and experiences that match the Trainee Financial Services Advisor role. We love seeing candidates who take the extra step!

Be Yourself: We want to get to know the real you! Let your personality shine through in your application. A friendly tone and genuine enthusiasm for the role will definitely catch our eye.

Apply Through Our Website: Make it easy for us to find your application by applying directly through our website. It streamlines the process and ensures we get all your details in one place. Plus, it shows you're keen on joining our team!

How to prepare for a job interview at Plus One Recruitment

✨Know Your Stuff

Before the interview, make sure you understand the basics of financial services and the specific role of a Trainee Financial Services Advisor. Brush up on topics like Will creation and protection services, as this will show your genuine interest and readiness to learn.

✨Practice Your Communication Skills

Since excellent communication is key for this role, practice speaking clearly and confidently. You might want to do mock interviews with friends or family, focusing on how you explain complex ideas simply and effectively.

✨Show Your Friendly Side

This company values a friendly telephone manner, so be sure to convey warmth and approachability during the interview. Smile, even if it’s a virtual interview, as it can positively affect your tone and how you come across.

✨Ask Smart Questions

Prepare thoughtful questions about the training process and career progression opportunities. This not only shows your enthusiasm for the role but also helps you gauge if the company is the right fit for your career goals.

Trainee Financial Services Advisor - Start Your Career Path in Oxford
Plus One Recruitment
Location: Oxford
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  • Trainee Financial Services Advisor - Start Your Career Path in Oxford

    Oxford
    Trainee
    1500 - 2100 £ / month (est.)
  • P

    Plus One Recruitment

    50-100
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