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For Companies At a Glance
- Tasks: Engage with clients, provide tailored financial advice, and meet business targets.
- Company: Join a dynamic financial planning firm in Cambridge with a strong reputation.
- Benefits: Enjoy a competitive salary, bonuses, benefits, and provided clients.
- Why this job: Kickstart your career in finance with hands-on experience and professional development opportunities.
- Qualifications: Must hold Level 4 Diploma in Financial Advice; strong communication and sales skills required.
- Other info: Ideal for motivated individuals eager to grow in the financial sector.
The predicted salary is between 32400 - 46800 £ per year.
Key Responsibilities
- You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; you must outline with your clients the type of ongoing service that they wish to receive.
- You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; it is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate.
- You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations.
- You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained; you must construct reports in line with company standards.
- You will communicate and liaise effectively with the back-office, management, and marketing teams; it is imperative that you always provide clear, concise, and accountable information.
- You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist advice areas.
About You
- You will hold the Level 4 Diploma in Financial Advice as a minimum; this can be via the CII, CISI, or LIBF.
- You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills.
- You must have exceptional interpersonal and organisational skills as well as possess excellent communication and negotiation skills.
- You will be driven and highly motivated to achieve and exceed business targets.
- You must be hardworking, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; it is imperative that you always adopt highly moral, ethical, and professional approaches to your work.
- You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; you will be prepared to undergo further study and training where appropriate.
- You must have excellent knowledge on all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning); you must be able to research, analyse, and interpret a diverse range of information.
- You will have a strong ability to build and maintain long-term client relationships.
- You will have the ability to work individually as well as part of a team.
- You will have strong literacy, numeracy, and IT skills.
- You will be able to convey complex information to a wide variety of people with various levels of understanding, both written and verbally.
Trainee Financial Planner, Cambridge, Up to £45k Basic Salary + Bonus + Benefits + Clients Provided employer: TAB Consultancy
Contact Detail:
TAB Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Planner, Cambridge, Up to £45k Basic Salary + Bonus + Benefits + Clients Provided
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local finance-related events or seminars in Cambridge to meet potential colleagues and mentors who can provide insights and possibly refer you to opportunities.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. This will not only enhance your knowledge but also demonstrate your commitment to staying updated, which is crucial for a role that requires compliance with FCA rules.
✨Tip Number 3
Practice your presentation and sales skills. Since the role involves meeting clients and providing tailored advice, being able to communicate effectively and confidently will set you apart from other candidates.
✨Tip Number 4
Research StudySmarter and understand our values and culture. Tailoring your approach to align with our mission will show that you are genuinely interested in joining our team and contributing positively to our client relationships.
We think you need these skills to ace Trainee Financial Planner, Cambridge, Up to £45k Basic Salary + Bonus + Benefits + Clients Provided
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Trainee Financial Planner role. Emphasise your Level 4 Diploma in Financial Advice and any previous customer service or sales experience.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to providing excellent client service. Mention specific examples of how you've demonstrated the skills required for this role, such as communication and organisational skills.
Highlight Your Professional Development Goals: In your application, express your eagerness to continue your professional development. Discuss any plans for further study or training that relate to financial planning, showing your motivation to grow within the industry.
Showcase Your Interpersonal Skills: Since building long-term client relationships is crucial, include examples in your application that demonstrate your interpersonal skills. Describe situations where you successfully communicated complex information or resolved client issues effectively.
How to prepare for a job interview at TAB Consultancy
✨Showcase Your Knowledge
Make sure to brush up on your knowledge of financial planning, including investments, pensions, and tax planning. Be prepared to discuss how you would approach different client scenarios, demonstrating your understanding of the industry.
✨Demonstrate Your Interpersonal Skills
As a Trainee Financial Planner, you'll need to build strong relationships with clients. During the interview, showcase your communication and negotiation skills by engaging with the interviewer and providing clear, concise answers.
✨Prepare for Compliance Questions
Since compliance is crucial in this role, be ready to discuss how you would ensure adherence to FCA rules and regulations. Think of examples from your past experiences where you maintained high ethical standards.
✨Express Your Career Aspirations
The company values candidates who are eager to develop their careers. Be honest about your professional goals and how you plan to achieve them, showing your commitment to ongoing learning and development in the financial sector.
