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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 your career in finance.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and a passion for client service.
- Other info: Full admin and paraplanning support provided, along with lead generation.
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, a 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.
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
Network with professionals in the financial advisory field. Attend local finance events or join online forums to connect with current financial advisors who can provide insights and possibly refer you to opportunities.
✨Tip Number 2
Research the company thoroughly. Understand their values, client approach, and services they offer. This knowledge will help you tailor your conversations during interviews and demonstrate your genuine interest in their mission.
✨Tip Number 3
Prepare to discuss your understanding of financial planning concepts, especially investments, tax planning, and pensions. Being able to articulate your knowledge will show your readiness for the role and your commitment to providing high-quality advice.
✨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 financial advice clearly and engagingly.
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 key 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 to clients. 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 ongoing professional development.
Proofread Your Application: Before submitting your application, take the time to proofread all documents. Check for spelling and grammatical errors, and ensure that your information is clear and concise. 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 Approach
Since the company prides itself on putting clients first, be prepared to share examples of how you've previously prioritised client needs. This could include discussing your approach to personalised service and how you ensure client satisfaction.
✨Engage with Your Interviewers
Practice engaging with a variety of audiences, as this role requires connecting with different clients. During the interview, make eye contact, listen actively, and respond thoughtfully to questions to demonstrate your interpersonal skills.
✨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 show your preparedness and expertise.
