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- Tasks: Join our team as a Trainee Independent Financial Advisor and assist with financial planning and client consultations.
- Company: Be part of an award-winning IFA firm in Ipswich, known for its supportive culture and career growth.
- Benefits: Enjoy 23 days holiday, gym membership, hybrid working, and full study support for your qualifications.
- Why this job: This role offers a clear path to becoming a qualified Financial Advisor while gaining valuable experience.
- Qualifications: You need at least 1 R0 unit towards the CII Diploma and prior IFA experience.
- Other info: Flexible working hours and a range of perks make this an ideal opportunity for aspiring financial professionals.
The predicted salary is between 24000 - 36000 £ per year.
We are excited to be working on behalf of an award-winning IFA firm based in Ipswich, who are seeking a Trainee Independent Financial Advisor to join their expanding team.
This is a fantastic opportunity for an individual with prior experience within an IFA environment, who is looking to progress their career, work towards industry qualifications and ultimately become a fully qualified Financial Advisor.
Key Duties & Responsibilities:
- Carry out some financial planning calculations / tax calculations.
- Assist in consulting with the Wealth Manager on client investment, pension, and tax planning and making suggestions to the Wealth Manager and confirming proposed actions to the client.
- Effective time and caseload management.
- Support in the preparation of compliant suitability reports.
- Providing technical administrative support including set up of policies and Trusts, providing documentation required to enable changes to income/withdrawals, premiums, and funds, preparing meeting packs, processing client changes of details, sending and processing letters of authority, trading client funds and other investments as recommended by Wealth Manager.
Skills & Experience:
- Minimum of 1 R0 unit towards the CII Diploma in Regulated Financial Planning qualification and willing to work towards gaining others required to attain the full Diploma.
- Experience working within an IFA firm is essential.
- Excellent communication skills both written and verbal.
- Strong analytical skills with attention to detail and accuracy.
- Strong organisational skills with flexibility to meet different tasks, requirements and expectations whilst remaining calm, and be able to prioritise accordingly whilst meeting deadlines.
Benefits:
- 23 days holiday + BH (increasing with length of service) and additional company Christmas leave.
- Full study support and study day.
- Free parking.
- Gym Membership.
- Hybrid working.
- Flu jabs paid for.
- Sick pay.
- Health Cash Plan (non-contributory).
- Workplace Contributory Pension Scheme.
- Group Life Cover / Death in service (4x salary).
- Theatre discount.
- Eligibility to participate in the discretionary annual bonus opportunities.
- Employee Assistance Programme (EAP).
- Private Medical Insurance (contributory basis).
Trainee Independent Financial Advisor employer: Time Appointments
Contact Detail:
Time Appointments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Independent Financial Advisor
✨Tip Number 1
Network with professionals in the financial advisory sector. Attend industry events, webinars, or local meetups to connect with experienced advisors who can provide insights and potentially refer you to opportunities at firms like ours.
✨Tip Number 2
Familiarise yourself with the latest financial regulations and trends. Being knowledgeable about current market conditions and compliance requirements will demonstrate your commitment to the role and make you a more attractive candidate.
✨Tip Number 3
Consider obtaining additional qualifications or certifications relevant to financial advising. This not only enhances your CV but also shows your dedication to professional development, which is highly valued in our firm.
✨Tip Number 4
Prepare for interviews by practising common questions related to financial advising. Be ready to discuss your previous experience in an IFA environment and how it has prepared you for this trainee role with us.
We think you need these skills to ace Trainee Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience within an IFA environment. Emphasise any relevant qualifications, such as the R0 unit towards the CII Diploma, and showcase your analytical skills and attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are passionate about becoming a Trainee Independent Financial Advisor. Mention your communication skills and how you can contribute to the team, particularly in supporting the Wealth Manager.
Showcase Relevant Experience: In your application, provide specific examples of your previous work in financial planning or advisory roles. Highlight any tasks that involved client interaction, report preparation, or financial calculations to demonstrate your readiness for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at Time Appointments
✨Show Your Financial Knowledge
Brush up on your understanding of financial planning, tax calculations, and investment strategies. Be prepared to discuss any relevant experience you've had in these areas, as it will demonstrate your commitment to the role.
✨Communicate Clearly
Since excellent communication skills are essential for this position, practice articulating your thoughts clearly and concisely. Consider preparing examples of how you've effectively communicated complex information in previous roles.
✨Demonstrate Organisational Skills
Be ready to discuss how you manage your time and caseload. Share specific examples of how you've prioritised tasks and met deadlines in a fast-paced environment, as this will show your ability to handle the demands of the role.
✨Express Your Willingness to Learn
Since this is a trainee position, emphasise your eagerness to gain further qualifications and develop your skills. Mention any steps you've already taken towards achieving your CII Diploma or other relevant certifications.
