Trainee Financial Adviser in Norfolk

Trainee Financial Adviser in Norfolk

Norfolk Trainee 35000 - 35000 € / year (est.) No home office possible
T

At a Glance

  • Tasks: Provide financial advice and support to clients, helping them achieve their financial goals.
  • Company: Join The David Hewson Practice Ltd, a growing firm with a focus on client success.
  • Benefits: Enjoy a competitive salary, flexible working, and 23 days annual leave plus bank holidays.
  • Other info: Experience a supportive environment with opportunities for professional growth.
  • Why this job: Make a real difference in clients' lives while developing your career in finance.
  • Qualifications: Ideal for qualified individuals looking to transition into financial advising.

The predicted salary is between 35000 - 35000 € per year.

This is an employed role, with flexible working available in and out of their Dereham office, 40 minutes from Norwich city centre.

What's in it for you:

  • Basic salary of £35,000
  • Full client bank ready to be worked on
  • Onsite training
  • Hybrid working options
  • A flexible hybrid working arrangement to suit you
  • 23 days annual leave + Bank holidays

Established in 2001, The David Hewson Practice Ltd are a company who strive to grow and continually improve services, attracting specialist consultants within their field who hold the same values as they do. They are looking for a Trainee Financial Adviser to join their team based in Norfolk. As part of their next growth chapter, they are on the hunt for someone to service their growing client bank, provide excellent financial advice and make a positive change to clients’ lives.

If you are qualified and wanting to move into advice, or if you’re a qualified paraplanner ready to make the move into advising, this is the role for you.

As a Trainee Financial Adviser, you will be providing regulated financial advice across investments, pension, protection, IHT.

Trainee Financial Adviser in Norfolk employer: The David Hewson Practice Ltd

The David Hewson Practice Ltd is an exceptional employer that prioritises employee growth and well-being, offering a competitive salary of £35,000 alongside a full client bank ready for you to engage with. With flexible hybrid working options and comprehensive onsite training, you will thrive in a supportive work culture that values continuous improvement and collaboration, all while enjoying the beautiful surroundings of Dereham, just 40 minutes from Norwich city centre.

T

Contact Detail:

The David Hewson Practice Ltd Recruiting Team

StudySmarter Expert Advice🤫

We think this is how you could land Trainee Financial Adviser in Norfolk

Tip Number 1

Network like a pro! Get out there and connect with people in the financial sector. Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Trainee Financial Adviser role.

Tip Number 2

Practice your pitch! You never know when you'll get a chance to introduce yourself. Have a quick, engaging summary of who you are and what you bring to the table ready to go. This will help you stand out when chatting with potential employers.

Tip Number 3

Research the company! Before any interview, dive deep into The David Hewson Practice Ltd. Understand their values, services, and recent news. This shows you're genuinely interested and helps you tailor your answers to fit their culture.

Tip Number 4

Don’t forget to follow up! After an interview or networking event, shoot a quick thank-you email. It keeps you on their radar and shows your enthusiasm for the role. Plus, it’s a great way to reiterate why you’d be a perfect fit!

We think you need these skills to ace Trainee Financial Adviser in Norfolk

Financial Advice
Client Relationship Management
Investment Knowledge
Pension Planning
Protection Insurance
Inheritance Tax (IHT) Knowledge
Regulatory Compliance

Some tips for your application 🫡

Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Trainee Financial Adviser role. Highlight any relevant qualifications or experience in financial services, even if it's just a course or internship.

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about becoming a financial adviser and how you can contribute to The David Hewson Practice. Keep it personal and engaging!

Showcase Your Soft Skills:As a financial adviser, communication and empathy are key. In your application, mention any experiences where you've successfully interacted with clients or worked in a team. We want to see your personality shine through!

Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at The David Hewson Practice Ltd

Know Your Stuff

Make sure you brush up on financial concepts, especially those related to investments, pensions, and protection. Familiarise yourself with the latest trends in the financial advisory sector, as this will show your passion and commitment to the role.

Showcase Your People Skills

As a Trainee Financial Adviser, you'll be working closely with clients. Prepare examples of how you've successfully communicated or built relationships in previous roles. This will demonstrate your ability to connect with clients and provide excellent service.

Ask Insightful Questions

Prepare thoughtful questions about the company’s approach to client management and their training process. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals.

Be Yourself

While it's important to be professional, don’t forget to let your personality shine through. The David Hewson Practice Ltd values individuals who can bring a positive change to clients' lives, so being genuine can help you stand out.