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- Tasks: Provide holistic financial planning advice to clients with ongoing support.
- Company: Join a well-known local IFA firm that prioritises client satisfaction.
- Benefits: Enjoy a competitive salary, bonuses, and a comprehensive benefits package.
- Why this job: Make a real difference in clients' lives while growing in a supportive team environment.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and a passion for client service.
- Other info: Full paraplanning support and lead generation provided.
The predicted salary is between 36000 - 60000 £ per year.
Basic to £55k + Package + Car Allowance + Bonuses
Must have Level 4 Diploma in Financial Planning.
Resource Matters have been retained by this well known local IFA firm to recruit a Trainee Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a portfolio of clients with on-going advice fees. In addition, you will receive full paraplanning support.
Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company aligns with their client's best interests by using a simple and transparent fee structure and recognised European custodians.
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 unlimited bonus structure.
The Trainee Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation.
Your Qualifications for the Trainee Financial Advisor role:
- Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
- Genuine desire to provide a high standard of advice and service to clients
- You are engaging and can connect with a wide array of audiences
- Working knowledge of Investments, tax planning and Defined Contribution Pensions.
Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143
Contact Detail:
Resource Matters Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Advisor
✨Tip Number 1
Network with professionals in the financial advisory field. Attend industry events, webinars, or local meetups to connect with current financial advisors and learn about their experiences. This can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 2
Research the company thoroughly before your interview. Understand their values, client approach, and the services they offer. This will help you tailor your conversation to demonstrate how your skills and values align with theirs.
✨Tip Number 3
Prepare to discuss your understanding of financial planning concepts, especially those related to investments, tax planning, and pensions. Being able to articulate your knowledge will show your genuine interest and readiness for the role.
✨Tip Number 4
Practice your communication skills. As a Trainee Financial Advisor, you'll need to connect with clients effectively. Role-play scenarios with friends or mentors to build confidence in delivering advice and handling client queries.
We think you need these skills to ace Trainee Financial Advisor
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Trainee Financial Advisor. Familiarise yourself with the qualifications required, such as the Level 4 Diploma in Financial Planning, and think about how your skills align with these requirements.
Tailor Your CV: Craft your CV to highlight relevant experience and qualifications. Emphasise your Level 4 Diploma and any experience in financial planning or client service. Use specific examples that demonstrate your ability to connect with clients and provide high-quality advice.
Write a Compelling Cover Letter: Your cover letter should reflect your genuine desire to provide excellent service and advice. Mention why you are interested in this particular firm and how their values align with yours. Be sure to include your understanding of the financial planning process and your commitment to client satisfaction.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and clearly presented. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at Resource Matters Ltd
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma in Financial Planning during the interview. Discuss how your qualifications have prepared you for providing holistic financial advice and how they align with the company's values.
✨Demonstrate Client-Centric Mindset
Since the company prides itself on putting clients first, be prepared to share examples of how you've prioritised client needs in past experiences. This will show that you understand their approach and are ready to contribute.
✨Engage with Your Interviewers
Practice engaging with a variety of audiences, as this role requires connecting with different clients. Use active listening skills and ask insightful questions to demonstrate your ability to build rapport.
✨Knowledge of Financial Products
Brush up on your knowledge of investments, tax planning, and Defined Contribution Pensions. Be ready to discuss these topics confidently, as they are crucial for the role and will showcase your expertise.
