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- Tasks: Join our Adviser Academy and train to become a qualified financial adviser.
- Company: Prestigious financial planning firm with a focus on growth and development.
- Benefits: Up to £45,000 salary, bonuses, hybrid work, and 30+ days holiday.
- Why this job: Gain expert training and mentoring while making a real impact in financial planning.
- Qualifications: Level 4 qualified or close to completion with 2 years in financial services.
- Other info: Enjoy full study support and excellent career progression opportunities.
The predicted salary is between 45000 - 45000 £ per year.
We are exclusively partnered with a prestigious firm of financial planners who, as a result of continued business growth, are looking to expand their city-based financial planning team. This unique offering will see you form part of our client's in-house 'Adviser Academy' and embark on a journey in becoming a fully qualified independent financial adviser.
What our client is looking for:
- 2 years experience within financial services/wealth management (essential)
- Level 4 qualified/close to completion (essential)
- Previous client services administration/paraplanning experience (essential)
- Strong academic background (essential)
- Client meeting experience (desirable)
The academy offering:
- Fully funded study support via CII
- A structured & bespoke development plan
- Expert training & mentoring
- Client meeting experience
- In-depth understanding of the financial planning process
The package (whilst in the academy):
- Starting basic salary of up to c£45,000
- Attractive Bonus Scheme
- Hybrid working (3 days in the office)
- 30 days holiday + bank holidays (rising)
- Full study support
- Private Medical Insurance
- Life Cover
- Company Pension Scheme
To be considered for this opportunity, please submit the latest version of your CV and/or connect with Paul Taylor on LinkedIn.
Trainee Financial Planner employer: Taylor James Professional Recruitment
Contact Detail:
Taylor James Professional Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Planner
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial services sector on LinkedIn. Join relevant groups and engage in discussions to get your name out there and show your enthusiasm for the industry.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial planning. We recommend doing mock interviews with friends or mentors to build your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your experience in client services and paraplanning. This can be a great conversation starter during interviews and will set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Trainee Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Trainee Financial Planner role. Highlight your level 4 qualification and any relevant client services or paraplanning experience to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background makes you a great fit for our Adviser Academy. Keep it engaging and personal!
Showcase Your Experience: Don’t forget to mention your 2 years of experience in financial services or wealth management. We want to see how you've interacted with clients and what you've learned along the way, so be specific!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of being noticed. It’s the easiest way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Taylor James Professional Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around the areas of wealth management and financial planning. Be ready to discuss your understanding of the financial planning process and how it applies to real-world scenarios.
✨Showcase Your Experience
Highlight your 2 years of experience in financial services or wealth management during the interview. Prepare specific examples of your previous client services administration or paraplanning roles to demonstrate your skills and how they relate to the position.
✨Prepare for Client Interaction
Even if client meeting experience is only desirable, it's a good idea to prepare for questions about how you would handle client interactions. Think about how you can build rapport and trust with clients, as this will be crucial in your role as a financial planner.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask thoughtful questions about the Adviser Academy and the training process. This shows your genuine interest in the role and helps you understand how the firm supports your development into a fully qualified independent financial adviser.