At a Glance
- Tasks: Provide financial advice and support clients in achieving their financial goals.
- Company: Join The David Hewson Practice Ltd, part of a leading financial advice network.
- Benefits: Enjoy a competitive salary, flexible working, and 23 days annual leave plus bank holidays.
- Other info: Be part of a supportive team with excellent training and development opportunities.
- Why this job: Make a positive impact on clients' lives while growing your career in finance.
- Qualifications: Must hold Level 4 Diploma and have 1-2 years experience in financial advice.
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
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, 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 & Estate planning.
You must be/have:
- Fully qualified to provide Financial advice - Level 4 Diploma (DipFA / DipPFS / equivalent) qualified is essential
- Have between 1 to 2 years’ experience in Financial Advice in both pensions and investments
- Have experience in Financial services and understand the adviser client journey
- Excellent communication skills both written and verbal
- Excellent rapport and relationship building skills
The David Hewson Practice Ltd is part of The Openwork Partnership, who are one of the UK’s largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
Trainee Financial Adviser employer: The David Hewson Practice Ltd
The David Hewson Practice Ltd offers an exceptional working environment for Trainee Financial Advisers, with a competitive salary of £35,000 and a full client bank ready for you to engage with. Located in Dereham, just 40 minutes from Norwich, the company promotes a flexible hybrid working model, ensuring a healthy work-life balance while prioritising employee development through onsite training and access to The Openwork Partnership's Business School. With a strong commitment to community involvement and a culture that values growth and improvement, this is a fantastic opportunity for those looking to make a meaningful impact in financial advice.
Contact Detail:
The David Hewson Practice Ltd Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Financial Adviser
✨Network Like a Pro
Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. Building relationships can open doors that you didn’t even know existed!
✨Show Off Your Skills
When you get the chance to meet with potential employers, make sure to highlight your qualifications and experience. Be ready to discuss how your Level 4 Diploma and your understanding of the adviser client journey can benefit their team. Confidence is key!
✨Practice Makes Perfect
Before any interviews, practice your responses to common questions. Think about scenarios where you've demonstrated excellent communication and relationship-building skills. The more prepared you are, the more relaxed you'll feel during the actual interview.
✨Apply Through Us!
Don’t forget to check out our website for the latest job openings at The David Hewson Practice Ltd. Applying through us not only gives you access to exclusive roles but also shows you're serious about joining a fantastic team in the financial advice sector!
We think you need these skills to ace Trainee Financial Adviser
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Trainee Financial Adviser role. Highlight your qualifications, especially your Level 4 Diploma, and any relevant experience in financial advice. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial advising and how your skills align with our values at The David Hewson Practice Ltd. Keep it engaging and personal – we love a good story!
Showcase Your Communication Skills:Since excellent communication is key in this role, make sure your written application reflects that. Use clear, concise language and check for any typos or grammatical errors. We appreciate attention to detail!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s straightforward and ensures your application gets to the right place. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at The David Hewson Practice Ltd
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around investments, pensions, and protection. Being able to discuss these topics confidently will show that you're ready to take on the role of a Trainee Financial Adviser.
✨Showcase Your Experience
Prepare to talk about your previous experience in financial advice. Highlight specific examples where you've successfully built rapport with clients or navigated complex financial situations. This will demonstrate your understanding of the adviser-client journey.
✨Practice Your Communication Skills
Since excellent communication is key in this role, practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable with discussing financial concepts in an engaging way.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company and its values. This shows your genuine interest in The David Hewson Practice Ltd and helps you assess if their culture aligns with your own values, especially regarding client service and community involvement.
