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- Tasks: Join our team as a Trainee Financial Advisor and help clients with financial planning and investments.
- Company: Be part of a company that values its people and fosters a supportive environment.
- Benefits: Enjoy a competitive salary, comprehensive benefits, and unlimited bonus potential.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and a passion for client service.
- Other info: You'll manage a full client portfolio with ongoing advice fees.
The predicted salary is between 30000 - 45000 £ per year.
Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143
Skills
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Financial Advice
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Financial Planning
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Investments
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Pensions
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Independent Financial Advice
Must have Level 4 Diploma in Financial Planning., * Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning
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Genuine desire to provide a high standard of advice and service to clients
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You are engaging and can connect with a wide array of audiences
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Working knowledge of Investments, tax planning and Defined Contribution Pensions.
Basic Up to £45k + Package + Paraplanning + Full client portfolio with on-going advice fees, It’s the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure.
Trainee Financial Advisor employer: Resource Matters Ltd
Contact Detail:
Resource Matters Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Advisor
✨Tip Number 1
Finde heraus, welche spezifischen Werte und Ziele das Unternehmen hat. Wenn du in deinem Gespräch zeigst, dass du diese Werte teilst und bereit bist, zur Erreichung dieser Ziele beizutragen, wird das einen positiven Eindruck hinterlassen.
✨Tip Number 2
Bereite dich darauf vor, konkrete Beispiele für deine Erfahrungen im Bereich Finanzberatung und -planung zu teilen. Zeige, wie du in der Vergangenheit erfolgreich mit Kunden gearbeitet hast und welche Ergebnisse du erzielt hast.
✨Tip Number 3
Nutze dein Netzwerk, um Informationen über die Unternehmenskultur und das Team zu sammeln. Wenn du jemanden kennst, der dort arbeitet oder gearbeitet hat, frage nach ihren Erfahrungen und Tipps, um dich besser auf das Gespräch vorzubereiten.
✨Tip Number 4
Sei bereit, Fragen zu aktuellen Trends in der Finanzbranche zu beantworten. Zeige, dass du informiert bist und ein echtes Interesse daran hast, deinen Kunden die bestmögliche Beratung zu bieten.
We think you need these skills to ace Trainee Financial Advisor
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities and requirements of a Trainee Financial Advisor. Familiarize yourself with financial advice, planning, and investment concepts to demonstrate your knowledge in your application.
Highlight Relevant Qualifications: Clearly mention your Level 4 Diploma in Financial Planning in your CV and cover letter. This is a key requirement for the position, so make it stand out.
Showcase Your Skills: Emphasize your skills in financial advice, client engagement, and your understanding of investments and pensions. Use specific examples from your experience to illustrate how you can connect with diverse audiences.
Craft a Compelling Cover Letter: Write a personalized cover letter that reflects your genuine desire to provide high-quality advice and service. Mention why you want to join this company and how you align with their values and goals.
How to prepare for a job interview at Resource Matters Ltd
✨Show Your Passion for Financial Advice
Make sure to express your genuine desire to provide high-quality financial advice. Share examples of how you've helped others with financial planning or investments in the past.
✨Demonstrate Your Knowledge
Be prepared to discuss your understanding of investments, tax planning, and Defined Contribution Pensions. Brush up on current trends and regulations in the financial sector to showcase your expertise.
✨Engage with the Interviewers
Since the role requires connecting with a wide array of audiences, practice engaging with your interviewers. Ask thoughtful questions and show that you can communicate effectively with different types of clients.
✨Highlight Your Qualifications
Ensure you mention your Level 4 Diploma in Financial Planning. Discuss how this qualification has prepared you for the challenges of the role and how you plan to continue your professional development.
