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- Tasks: Deliver tailored financial advice and manage client relationships in a supportive team.
- Company: Leading Personal Financial Planning and Investment Management firm in Manchester.
- Benefits: Competitive salary, bonus scheme, flexible working, and comprehensive company benefits.
- Other info: Join a friendly team with excellent career progression opportunities.
- Why this job: Make a real difference by helping clients navigate their financial futures post-injury.
- Qualifications: Experience in financial services and strong interpersonal skills required.
The predicted salary is between 60000 - 80000 £ per year.
Recruit UK are working on an excellent opportunity for a Trainee Financial Adviser in Manchester to join a leading Personal Financial Planning advice and Investment Management firm. You will be joining a well-established UK firm. This is an excellent opportunity to deliver tailored financial advice and associated investment management services to clients who are expecting or have been awarded compensation in settlement of a personal injury claim. Providing both pre-settlement expert witness advice and post-settlement investment planning and management.
This position would suit an experienced paraplanner or junior financial adviser wanting to progress into a Financial Advice position at a leading company dealing with high net worth clients. Based in the Manchester office, the adviser’s role will be to lead on building and maintaining excellent relationships with internal business partners and manage a large client bank that is predominantly based in the Manchester area ensuring all clients receive an annual review. The adviser will provide specialist financial planning and advice and guidance to clients in receipt of personal injury awards.
What’s in it for you:
- Significant future salary increases OTE £100k+
- Discretionary Bonus scheme
- Fully Comprehensive Company Benefits including: Car allowance, Pension, DIS, CI, PMI
- Competitive holiday entitlement
- Car Parking
- Flexible Working
- Excellent Opportunity to join friendly team at leading Investment Management company
Skills and experience required:
- Working in a financial services firm providing advice/reports to clients on building financial plans
- A strong desire to work with claimants who have received a personal injury settlement
- Exceptional interpersonal skills to build trust and confidence with vulnerable clients.
Trainee Financial Adviser position - Manchester employer: RecruitUK
Contact Detail:
RecruitUK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser position - Manchester
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised!
✨Tip Number 2
Practice your pitch! You never know when you’ll meet someone who could help you land that Trainee Financial Adviser role. Prepare a short, engaging introduction about yourself and what you’re looking for. Make it memorable so they’ll think of you when opportunities arise.
✨Tip Number 3
Research the company! Before any interview or networking event, dive into the firm’s values, recent news, and their approach to client relationships. This knowledge will help you tailor your conversations and show that you’re genuinely interested in being part of their team.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you prepare for interviews and understand what it takes to succeed in the financial advisory world. Plus, applying directly shows your enthusiasm and commitment to joining our fantastic team in Manchester!
We think you need these skills to ace Trainee Financial Adviser position - Manchester
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 your interpersonal skills, as these are key for building trust with clients.
Craft a Compelling Cover Letter: Your cover letter should tell us why you’re passionate about financial advice and how you can help clients who have received personal injury settlements. Be genuine and let your personality shine through!
Showcase Your Skills: Don’t forget to showcase your skills in financial planning and client management. Use specific examples from your past experiences to demonstrate how you’ve successfully built relationships and provided valuable advice.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy and ensures your application goes directly to us, so we can review it promptly!
How to prepare for a job interview at RecruitUK
✨Know Your Financial Stuff
Brush up on your financial knowledge, especially around personal injury settlements and investment management. Be ready to discuss how you would approach building tailored financial plans for clients, as this will show your understanding of the role.
✨Showcase Your Interpersonal Skills
Since you'll be working with vulnerable clients, it's crucial to demonstrate your exceptional interpersonal skills. Prepare examples from your past experiences where you've built trust and confidence with clients, highlighting your empathy and communication abilities.
✨Research the Company
Dive deep into the firm’s values, mission, and recent news. Understanding their approach to financial planning and client relationships will help you align your answers with what they’re looking for, making you a more attractive candidate.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your genuine interest in the role and the company. You might ask about their approach to client management or how they support the development of their advisers.