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- Tasks: Support senior Financial Planners and attend client meetings across the Midlands.
- Company: Established Independent Financial Advice practice with a focus on bespoke client service.
- Benefits: Salary up to £45,000, private medical insurance, 25 days holiday, and hybrid working.
- Why this job: Kickstart your career in finance with mentorship and long-term progression opportunities.
- Qualifications: Minimum 2 years as a Paraplanner or equivalent experience in Financial Services.
- Other info: Enjoy free parking and a dynamic work environment.
The predicted salary is between 36000 - 60000 £ per year.
Location: Worcester
Salary: Up to £45,000 (dependent on experience)
Recruit UK are working on an excellent opportunity for a Trainee Financial Adviser near Worcester or the surrounding areas, to join a well‑established Independent Financial Advice practice. My client gives advice on Financial Planning, Pensions, ISAs, Inheritance Tax, Investments and more. They strive to understand clients’ needs fully and ensure they meet their long‑term goals, as well as tailoring their approach to ensure each client receives a bespoke service.
The role will involve attending client meetings across the midlands, shadowing a senior Financial Planner and being able to support them with their client relationships and learn directly from them. This is a fantastic opportunity for someone looking to become a Trainee IFA and progress into a fully fledged financial planner in the longer‑term.
What’s in it for you?
- Salary up to £45,000
- Opportunity to work with and be mentored by a Senior Financial Planner
- Free parking
- Private medical insurance
- 25 days holiday + bank holidays (ability to purchase more)
- Death in service
- Hybrid working offered
- Long‑term career progression
Skills and Experience Required
- Minimum of 2 years’ experience as a Paraplanner (or equivalent) within an Independent Financial Adviser practice
- Proven experience within Financial Services
- Ability to build rapport and nurture client relationships
Seniority Level: Mid‑Senior level
Employment Type: Full‑time
Job Function: Finance
Trainee Financial Adviser employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser
✨Tip Number 1
Network like a pro! Attend industry events, join financial services groups on social media, and connect with professionals in the field. The more people you know, the better your chances of landing that Trainee Financial Adviser role.
✨Tip Number 2
Practice your pitch! When you get the chance to meet potential employers or mentors, be ready to talk about your experience and what makes you a great fit for the role. Confidence is key, so rehearse until it feels natural.
✨Tip Number 3
Don’t shy away from asking questions during interviews or networking chats. Show genuine interest in the company and the role. This not only helps you learn more but also demonstrates your enthusiasm for becoming a Trainee IFA.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you prepare for interviews and connect with the right opportunities. Plus, it’s a great way to show you’re serious about joining the team.
We think you need these skills to ace Trainee Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trainee Financial Adviser role. Highlight any relevant experience in financial services and showcase your ability to build client relationships. We want to see how you can fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about becoming a financial adviser and how your background aligns with our values. We love seeing genuine enthusiasm for the role.
Showcase Your Skills: Don’t forget to highlight your skills that are relevant to the role, like your experience as a Paraplanner. We’re looking for someone who can hit the ground running, so make sure we know what you bring to the table!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can't wait to hear from you!
How to prepare for a job interview at Recruit UK
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning, pensions, ISAs, and investments. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Showcase Your People Skills
Since building rapport with clients is key, prepare examples of how you've successfully nurtured relationships in the past. Think about times when you’ve gone above and beyond for a client or colleague.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client relationships and their mentoring process. This not only shows your interest but also helps you gauge if the company is the right fit for you.
✨Dress the Part
First impressions matter! Dress professionally to convey that you take the opportunity seriously. A smart appearance can help set the tone for a positive interview experience.
