At a Glance
- Tasks: Transition from Paraplanner to Financial Advisor while managing client relationships.
- Company: Established Wealth Management firm with a supportive culture.
- Benefits: Competitive salary, bonuses, and fully funded study support.
- Other info: On-site training in Buxton with flexible options post-CAS status.
- Why this job: Kickstart your career in finance with excellent earning potential and growth opportunities.
- Qualifications: Experience in Paraplanning or IFA support; Level 4 Diploma preferred.
The predicted salary is between 38000 - 42000 £ per year.
Location: Buxton
Contract: Permanent
Salary: £38,000 - £42,000 per annum + bonuses
Start Date: Flexible
About the role
Service Care Solutions are currently working on behalf of a well-established Wealth Management business, who are looking to bring in an experienced Paraplanner or Senior IFA Administrator and transition them into a fully-fledged Financial Advisor. The ideal candidate will be an ambitious, technical professional with previous experience in a Paraplanning or support function within an IFA firm, who is looking to progress their career in Advisory. The firm provides all leads and will support the growth of an existing client bank for the Trainee IFA, as well as providing 100% funded study support and working towards CAS status for the Advisor. A realistic £65k+ OTE in year 2, with no minimum threshold on a lucrative bonus structure - this role has fantastic earning potential for the successful candidate.
Responsibilities
- Candidates would be expected to work fully on-site in Buxton until CAS status is achieved, where more flexibility can be offered around the client bank and other work duties.
Requirements
- Candidates must be working towards or have completed their Level 4 Diploma with a willingness to complete further studies and progress to Chartered.
Trainee IFA in Buxton employer: Service Care Solutions Ltd
As a Tribunal & Mediation Officer with our local authority, you will be part of a dedicated team committed to making a meaningful impact in the lives of children with special educational needs and disabilities. Our hybrid working model offers flexibility, allowing you to balance remote work with occasional office attendance in the vibrant South East, while our supportive work culture fosters professional growth and collaboration with various stakeholders. Join us to contribute to vital casework and dispute resolution, all while enjoying competitive remuneration and the opportunity to enhance your expertise in SEND legislation.
Contact Details:
Service Care Solutions Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trainee IFA in Buxton
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
✨Show Your Passion Through Projects
Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like Service Care Solutions Ltd. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace Trainee IFA in Buxton
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at Service Care Solutions Ltd.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at Service Care Solutions Ltd
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at Service Care Solutions Ltd.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at Service Care Solutions Ltd.
