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- Tasks: Join our Trainee Financial Advisor program and gain essential skills to help clients achieve their financial goals.
- Company: Be part of a thriving financial services sector contributing £278 billion to the UK economy.
- Benefits: Enjoy fully funded training, remote work flexibility, and access to industry-leading resources.
- Why this job: This is your chance to kickstart a rewarding career with structured support and mentorship.
- Qualifications: No prior experience needed; just a passion for finance and helping others.
- Other info: Start your journey in August and gain valuable qualifications while working remotely.
The predicted salary is between 12000 - 18000 £ per year.
Job Description
*Trainee Financial Advisor opportunity – National Academy programme with no barrier to location – UK wide* ***AUG START***
Have you ever thought about becoming a financial advisor but weren’t sure how to make it a reality? – here is your chance to make it happen.
The financial services sector contributed £278 billion to the UK economy which was 12% of total economic output, including employing 1.1million. Financial Planning and advice play an important role in this sector helping individuals achieve their financial dreams and avoid their financial nightmares.
We are hiring for trainee financial advisors for a fully funded training academy providing a fantastic opportunity to enter a structured academy programme taking you a structured journey. Within the programme you will gain the necessary qualifications and skills training required helping to develop you into a successful financial advisor. In this academy you will:
- Gain the CII's Diploma in Regulated Financial Planning qualification
- Learn the core skills and behaviours relevant to the job role
- Enjoy the support of a structured learning programme
- Have access to industry leading learning content and experienced tutors
- Gain your FCA Authorisation
- Receive guidance from experienced colleagues throughout your journey
- Develop the expertise to engage, interact with, and ultimately advise clients
- Receive all the tools required to excel in your new financial services career
- Build a successful financial services practice
- Gain access to lead generation to assist in the early days of your advising career
- Reduction in fees and access to business support functions such as marketing
So, what’s the criteria of entry for the academy programme?
In the main, we are looking for applicants who have a genuine interest in the financial services industry. You should have a strong desire to develop yourself and to help others achieve their financial goals.
While financial support is available for successful candidates, the opportunity is best suited to individuals with an entrepreneurial spirit, looking to grow and run a business as funding support whilst be in place for a period of time only.
You need to be committed to applying yourself diligently to the structured programme as the study and examinations are rightly challenging – this usually means that you will have to give up some of your own time as well as any time you may be given in the workplace. The ideal delegate to this academy is someone who has enjoyed a successful career and is now seeking a change / second career but we will also consider first-time careerist having recently left college, or university. Regardless of your background there are some key characteristics we look for in applicants. These are…
- A history of academic achievement
- Entrepreneurially minded
- Ability to demonstrate an interest in the financial services industry and in particular advice & planning
- Commitment, drive and passion
- An enthusiasm to engage with people and understand them better
- A natural curiosity
- Self-motivated
- An ability to communicate clearly and concisely
- Excellent time management and organisational skills
Trainee Financial Advisor - UK wide (remotely based) employer: RMK Talent Solutions
Contact Detail:
RMK Talent Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Advisor - UK wide (remotely based)
✨Tip Number 1
Research the financial services sector thoroughly. Understanding the current trends, challenges, and opportunities in the industry will not only help you during interviews but also show your genuine interest in becoming a financial advisor.
✨Tip Number 2
Network with professionals in the financial advisory field. Attend webinars, join relevant online forums, or connect with financial advisors on LinkedIn to gain insights and advice that can help you stand out as a candidate.
✨Tip Number 3
Familiarize yourself with the qualifications and skills required for the role. Knowing what the CII's Diploma in Regulated Financial Planning entails will prepare you for the training and demonstrate your commitment to the profession.
✨Tip Number 4
Prepare thoughtful questions to ask during the interview process. This shows your enthusiasm for the role and helps you understand how the academy can support your career development as a financial advisor.
We think you need these skills to ace Trainee Financial Advisor - UK wide (remotely based)
Some tips for your application 🫡
Understand the Role: Take the time to fully understand what a Trainee Financial Advisor does. Familiarize yourself with the responsibilities and skills required for the role, as this will help you tailor your application.
Highlight Relevant Experience: Even if you don't have direct experience in financial advising, highlight any transferable skills or experiences that demonstrate your ability to learn quickly and engage with clients.
Craft a Compelling Cover Letter: Write a cover letter that expresses your enthusiasm for the role and the financial services sector. Mention why you want to join the academy and how it aligns with your career goals.
Proofread Your Application: Before submitting, make sure to proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at RMK Talent Solutions
✨Understand the Financial Services Sector
Make sure you have a solid understanding of the financial services sector and its importance to the UK economy. Familiarize yourself with key terms and concepts related to financial planning and advice, as this will demonstrate your genuine interest in the field.
✨Show Enthusiasm for Learning
Since this is a trainee position, it's crucial to convey your eagerness to learn and grow. Highlight any previous experiences where you've successfully acquired new skills or knowledge, and express your excitement about the structured academy programme.
✨Prepare Questions for Your Interviewers
Prepare thoughtful questions to ask your interviewers about the training academy and the role of a financial advisor. This shows that you are proactive and genuinely interested in the opportunity, and it can also help you determine if this is the right fit for you.
✨Demonstrate Strong Communication Skills
As a future financial advisor, strong communication skills are essential. Practice articulating your thoughts clearly and confidently during the interview. Use examples from your past experiences to illustrate how you've effectively communicated with others.
