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- Tasks: Join a prestigious firm and embark on your journey to become a qualified financial adviser.
- Company: Renowned financial planning firm with a strong growth trajectory.
- Benefits: Up to £45,000 salary, bonuses, hybrid work, and full study support.
- Why this job: Gain expert training 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 30 days holiday, private medical insurance, and excellent career development.
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 CIIA
- Structured & bespoke development plan
- Expert training & mentoring
- 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 - Hybrid + Full Study Support 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 - Hybrid + Full Study Support
✨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 boost your confidence and refine your answers.
✨Tip Number 3
Showcase your client service skills! If you have experience in client meetings, be ready to discuss specific examples of how you've handled client needs and built relationships. This 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’re here to support you every step of the way in your journey to becoming a qualified financial adviser.
We think you need these skills to ace Trainee Financial Planner - Hybrid + Full Study Support
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your level 4 qualification and any relevant financial services experience to catch our eye!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about becoming a financial planner. Share your journey and how the Adviser Academy aligns with your career goals – we love a good story!
Showcase Your Experience: Don’t forget to mention your client services administration or paraplanning experience. We want to see how your background prepares you for this role, so be specific about your achievements!
Apply Through Our Website: For the best chance of success, make sure to apply through our website. 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 financial planning process. Understand key concepts and be ready to discuss how your previous experience in client services or paraplanning has prepared you for this role.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your skills in financial services and wealth management. Think about times when you’ve successfully assisted clients or contributed to a team, as these stories will resonate well with the interviewers.
✨Ask Smart Questions
Interviews are a two-way street! Prepare thoughtful questions about the Adviser Academy and the training support they offer. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
✨Be Yourself
While it’s important to be professional, don’t forget to let your personality shine through. The firm is looking for someone who fits into their culture, so being authentic can help you stand out in a positive way.