Trainee Financial Advisors

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Client:

Location:

Greater London, United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

4188ed52cb91

Job Views:

6

Posted:

01.03.2025

Expiry Date:

15.04.2025

Job Description:

Attributes we require for a BDM to Pathway Advisor:

1. Confident & Competitive: We seek candidates who possess self-assuredness and a competitive spirit, often demonstrated through high-level sports involvement.
2. Eager to Learn: We look for individuals who are enthusiastic about improving and learning new skills. Past examples of learning and growth are valuable.
3. Hardworking: We prioritize candidates who can provide evidence of their dedication and hard work, showcasing their ability to overcome challenges.
4. Effective Communicators: We prefer candidates with a friendly and articulate telephone manner, emphasizing the importance of clear communication.
5. Intelligent & Educated: We ideally require at least a minimum of sixth form or college education to demonstrate their ability to study and comprehend financial concepts.
6. Disciplined: We want individuals who can establish routines, demonstrate commitment to schedules, and stick to a plan.
7. Initiative & Entrepreneurship: Our client values candidates who have taken the initiative in personal or educational projects, showcasing their drive to succeed.
8. Grit & Resilience: We seek candidates who have persevered through tough times and overcome challenges.
9. Professional Appearance: We require candidates to present themselves well, with a clean and polished appearance.
10. Persistence & Assertiveness: Our client emphasizes the importance of shameless persistence and a forward approach in pursuing goals.

Qualifications

Their approach to development:

The course is designed to give the right applicants the necessary tools and support to start their career in international wealth management & fintech. However, as with most things in life, the onus is on the individual to seize the opportunity.

The Trainee Development Program is designed to provide the right individual with an introduction into the business. As the industry changes and becomes increasingly tech-driven, the skillsets they require change with it. Our client therefore increasingly seeks those with an interest in or an appetite to learn about tech-driven financial solutions.

What to Expect?

In your first year, you will embark on a comprehensive journey within their academy, gaining valuable experience and knowledge in financial planning. You will learn about the client journey, report writing, various types of analysis, and how to effectively utilize our tools and processes. After completing your first year, you will have the opportunity to specialize your development toward becoming a Financial Planner. They will also support you in pursuing any additional exams while offering ongoing development to advance your career.

Additional Information

Your future is more important than your past:

Whilst they do not discount the value of a solid education and past career experience, they search first and foremost for the right attitude, a growth mindset, and a burning desire to succeed. They care far more about your potential than your background. They will provide you with the tools; it’s up to you how you use them.

PLEASE NOTE THIS TRAINEE PROGRAM IS ALSO RUNNING IN: Dubai, Abu Dhabi, New Zealand, Australia, Jakarta, Porto, Milan, and Marbella…so, if you are currently eligible to live and work in those locations and have legal residence, don’t let anything stop you.

Please note: This position would typically suit those keen on embarking on a career in financial services and wealth management. You ideally do have a good sales background of some sort. This position is NOT for someone from the accounting/auditing or financial management profession. This is a client-facing, sales, and targets-driven profession. Please only apply if you have the required financial services sales aspirations.

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