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- Tasks: Provide financial advice and manage client relationships with support from a dedicated team.
- Company: Join The Openwork Partnership, a reputable name in financial services.
- Benefits: Competitive salary, uncapped earnings potential, flexible working, and comprehensive training.
- Why this job: Kickstart your career in finance with mentoring and a ready-made client bank.
- Qualifications: Diploma Level 4 in Financial Planning or equivalent required.
- Other info: Dynamic role with opportunities for personal growth and professional development.
The predicted salary is between 29000 - 35000 £ per year.
The Openwork Partnership provides a pay range of £35,000 - £40,000 basic, with all training provided and an OTE of circa £65,000 in the first twelve months. This is an employed role with an uncapped OTE, hybrid covering London and home counties.
Are you an aspiring Financial Planner, keen to join a thriving business that can provide you with a client bank and the support you need to maximise your potential in the financial services industry? You may have never advised before but are looking for an opportunity to take your first step; you might be a paraplanner with aspirations to develop into the world of advice, or you may be an adviser already, at the early stage of your career, looking for more clients and earning potential.
An exciting opportunity to join an established business with an excellent reputation has arisen due to growth. You will benefit from the existing brand reputation, whilst also having access to mentoring and training, ensuring you thrive as a Financial Adviser.
You will be responsible for managing client enquiries and the advice process end-to-end, with the support of the wider team. You will benefit from flexible working options and ongoing training and development. You will be building and nourishing relationships with clients who value quality service.
You will be provided with an existing client bank, leads from existing business streams, organic referrals, and support to undertake proactive business development and advertising to generate your own leads. Responsibilities include booking appointments, fact finding, research and recommendations, and building outstanding client rapport to generate future business.
Deliver outstanding levels of personal and professional integrity, updating knowledge of regulations, practices, and financial products. Prepare sound financial plans to ensure clients meet their financial goals and conduct ongoing reviews. Generate new business by developing introducer relationships.
This opportunity will suit a proactive individual who holds qualifications such as DipFA, DipPFS, CISI level 3 Financial Planning, or an equivalent qualification. You will be confident in building lasting relationships based on trust. You must be self-motivated and confident to work independently, but will be part of a flourishing team, with dedicated support provided by your internal team as well as an award-winning network.
We can consider applications from those with all ranges of experience. You will work on an employed basis and will benefit from a market-leading proposition and an extremely competitive bonus scheme. You can work autonomously and flexibly but will be mentored and supported throughout your journey to achieving Competent Adviser Status and beyond. You will be supported by a team who will help you grow your client base and meet your development goals.
If you are qualified to a minimum of Diploma Level 4 and are interested in this role, please get in touch to discuss further; we would love to hear from you.
Trainee Financial Adviser employer: The Openwork Partnership
Contact Detail:
The Openwork Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser
✨Tip Number 1
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 to reach out to potential mentors or colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to chat with recruiters or during interviews, make sure you can clearly explain why you’re the perfect fit for the Trainee Financial Adviser role. Highlight your passion for financial planning and how you can bring value to their team.
✨Tip Number 3
Showcase your skills! If you’ve got any relevant experience or qualifications, make sure to mention them. Even if you’re new to advising, talk about your transferable skills and how they can help you excel in this role. Confidence is key!
✨Tip Number 4
Apply through our website! We love seeing applications come directly from our site. It shows you’re genuinely interested in joining us at The Openwork Partnership. Plus, it makes it easier for us to keep track of your application and get back to you quickly!
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 any relevant experience or qualifications, like your DipFA or similar, and don’t forget to showcase your passion for financial planning!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this opportunity at The Openwork Partnership and how your skills align with what we’re looking for. Keep it personal and engaging!
Showcase Your Soft Skills: As a Financial Adviser, building relationships is key. In your application, highlight your communication skills, ability to work independently, and your proactive approach. We want to see how you can connect with clients!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role there!
How to prepare for a job interview at The Openwork Partnership
✨Know Your Financial Stuff
Brush up on your knowledge of financial products, regulations, and planning strategies. Being able to discuss pensions, investments, and protection confidently will show that you're serious about the role and ready to provide quality advice.
✨Showcase Your People Skills
As a Trainee Financial Adviser, building relationships is key. Prepare examples of how you've successfully interacted with clients or colleagues in the past. This will demonstrate your ability to connect and build trust, which is crucial in this industry.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s approach to client management and support for new advisers. This shows your interest in the role and helps you understand how you can thrive within their team.
✨Demonstrate Your Motivation
Be ready to talk about why you want to become a Financial Adviser and what drives you. Highlight your ambition to grow and develop in the financial services industry, as well as your eagerness to learn from mentors and take advantage of training opportunities.