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For Companies At a Glance
- Tasks: Join the Adviser Academy and train to become a qualified independent financial adviser.
- Company: Prestigious firm of financial planners with a focus on growth and development.
- Benefits: Up to £40,000 salary, bonuses, hybrid work, 30+ days holiday, and full study support.
- Why this job: Kickstart your career in finance with expert training and real client experience.
- Qualifications: 2 years in financial services, strong academic background, and client services experience.
- Other info: Enjoy a structured development plan and excellent career progression opportunities.
The predicted salary is between 24000 - 40000 £ per year.
Job Description
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 inhouse 'Adviser Academy' & embark on a journey in becoming a fully qualified independent financial adviser.
What our client is looking for
- c2 years experience + within financial services/ wealth management (essential)
- Previous client services administration experience (essential)
- Strong academic background (essential)
- Studying towards CII Level 4 Diploma (desirable)
- Basic paraplanning experience (desirable)
- Client meeting experience (desirable)
The academy offering
- Full 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 £40,000
- 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 IFA (Adviser Academy) 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 IFA (Adviser Academy)
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial services sector, especially those who are already part of an adviser academy. Use LinkedIn to connect and engage with them; you never know who might have a lead on your dream role!
✨Tip Number 2
Prepare for interviews by practising common questions related to financial planning and client management. We recommend doing mock interviews with friends or mentors to build your confidence and refine your answers.
✨Tip Number 3
Showcase your passion for financial advising! During interviews, share your journey towards the CII Level 4 Diploma and any relevant experiences that highlight your commitment to the field. 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 always looking for enthusiastic candidates who are ready to embark on their journey in the Adviser Academy.
We think you need these skills to ace Trainee IFA (Adviser Academy)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your 2 years in financial services and any client services admin roles you've had. We want to see how you fit into our Adviser Academy!
Showcase Your Academic Achievements: Since a strong academic background is essential, don’t forget to mention your qualifications clearly. If you're studying towards the CII Level 4 Diploma, let us know! We love seeing candidates who are committed to their professional development.
Highlight Relevant Experience: If you have any paraplanning or client meeting experience, make sure to include that in your application. It’s all about showing us how your past experiences can contribute to your success in our academy.
Apply Through Our Website: We encourage you to submit your application through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for this exciting opportunity in our financial planning team!
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 wealth management and the financial planning process. Familiarise yourself with key concepts and recent trends in the industry, as this will show your passion and commitment to becoming a qualified independent financial adviser.
✨Showcase Your Experience
Prepare to discuss your previous client services administration experience in detail. Think of specific examples where you've excelled or learned something valuable. This will help demonstrate that you have the practical skills needed for the role and can contribute to the team right away.
✨Ask Insightful Questions
Interviews are a two-way street, so come armed with thoughtful questions about the Adviser Academy and the firm's approach to financial planning. This not only shows your interest but also helps you gauge if the company is the right fit for you.
✨Practice Makes Perfect
Conduct mock interviews with friends or family to build your confidence. Focus on articulating your thoughts clearly and concisely, especially when discussing your academic background and any paraplanning experience. The more you practice, the more comfortable you'll feel during the actual interview.