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- Tasks: Assist Senior Advisors and learn the ropes of financial advising.
- Company: Join a top IFA firm in Manchester known for its growth and staff development.
- Benefits: Enjoy competitive salary, ongoing training, and a supportive work environment.
- Why this job: Gain hands-on experience and fast-track your career in finance with mentorship.
- Qualifications: Must have experience in Financial Services and be working towards a Diploma in Financial Planning.
- Other info: Full-time role with opportunities for networking and client generation.
The predicted salary is between 24000 - 36000 £ per year.
A highly regarded IFA firm based in the heart of Manchester offering advice to private and corporate clients. The business has been successful in continuing to grow year on year through their excellent training and development provided to their ambitious staff, who continue to flourish.
By shadowing their Senior Financial Advisers, you will gain firsthand knowledge of how to operate effectively as an Adviser. The timescale of progression from Junior Financial Advisor to Financial Adviser is dependent on how quickly you can build a client bank to justify the transition to full-time Financial Adviser. Once transitioned to full Adviser, the business would continue to support you by feeding you acquired clients to service, providing back office support, and continued mentoring.
The Responsibilities:
- Assisting Senior Advisors in conducting client meetings to gather financial information, assess goals, and provide personalised recommendations
- Preparing financial analyses, including cash flow projections, retirement planning, and investment portfolio reviews
- Researching investment opportunities and assisting in developing investment strategies tailored to clients' needs and risk profiles
- Supporting the preparation of financial plans and presentations for client meetings
- Responding to client inquiries and providing ongoing support to address their financial needs and concerns
- Staying informed about market trends, economic developments, and regulatory changes that may impact clients' financial plans
- Collaborating with other team members to ensure a seamless client experience and adherence to compliance standards
- Participating in training and professional development opportunities to expand knowledge and skills in the financial advisory field
The Requirements:
- You should have worked in Financial Services and have ambitions to become a Financial Advisor
- You should hold your full Diploma in Financial Planning/Working towards (or equivalent)
- You should be proactive in networking and generating clients
- Minimum 6-12 months experience within Pension/Retirement planning
If you're interested, apply online today!
Junior Financial Advisor employer: Robert Walters UK
Contact Detail:
Robert Walters UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Financial Advisor
✨Tip Number 1
Network actively within the financial services community in Manchester. Attend local finance-related events, workshops, and seminars to meet potential clients and industry professionals who can provide valuable insights and connections.
✨Tip Number 2
Consider reaching out to current or former employees of the IFA firm you're interested in. They can offer insider knowledge about the company culture and expectations, which can help you tailor your approach during interviews.
✨Tip Number 3
Stay updated on the latest trends in financial planning and investment strategies. This will not only enhance your knowledge but also demonstrate your commitment to the field during discussions with potential employers.
✨Tip Number 4
Prepare thoughtful questions to ask during your interview. Inquire about the firm's training programmes and how they support junior advisors in building their client base, showing your eagerness to learn and grow within the company.
We think you need these skills to ace Junior Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly any roles related to pension or retirement planning. Emphasise your qualifications and any progress towards your Diploma in Financial Planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for becoming a Financial Advisor. Mention your proactive approach to networking and how you plan to build a client bank, as well as your eagerness to learn from Senior Advisors.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as analytical abilities, communication skills, and a strong understanding of market trends. Provide examples of how you've used these skills in previous roles.
Show Enthusiasm for Development: Express your interest in the training and development opportunities offered by the company. Mention any specific areas of financial advisory you are keen to explore further and how you see yourself growing within the firm.
How to prepare for a job interview at Robert Walters UK
✨Know Your Financial Basics
Brush up on your financial knowledge, especially around pensions, retirement planning, and investment strategies. Being able to discuss these topics confidently will show your understanding of the role and impress the interviewers.
✨Demonstrate Your Proactivity
Since the role requires networking and client generation, come prepared with examples of how you've successfully built relationships in the past. This could be through previous roles or personal initiatives.
✨Show Enthusiasm for Learning
The company values training and development, so express your eagerness to learn and grow within the financial advisory field. Mention any relevant courses or certifications you are pursuing or plan to pursue.
✨Prepare Questions for Them
Have a few thoughtful questions ready about the company's culture, training opportunities, or expectations for the Junior Financial Advisor role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
