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- Tasks: Shadow a Senior Financial Adviser and manage your own client bank over time.
- Company: Join a national financial planning firm with a supportive team culture.
- Benefits: Earn up to £45,000, enjoy hybrid work, and receive structured training.
- Why this job: Kickstart your career in financial planning with real client impact and growth opportunities.
- Qualifications: Ideal for those with Level 4 diploma in Financial Planning or relevant experience.
- Other info: Flexible working, 25 days leave, and exam completion bonuses await you!
The predicted salary is between 40500 - 45000 £ per year.
Location - Easingwold, York
Salary up to £45,000 DOE
We are working with a national financial planning firm based in Easingwold, York who are looking for a Trainee Financial Adviser to join the team. The role will involve shadowing a Senior Financial Adviser initially working in a paraplanning capacity whilst attending client meetings and progressing to taking over and managing a bank of 100-150 clients over a period of 1-3 years.
As a Trainee Financial Adviser you will work with the advice team to help provide a holistic Financial Planning service for clients covering investments, pensions, estate and IHT planning and protection advice.
There will be a structured training and development plan tailored to your experience level and needs. This is a fantastic opportunity for someone who is already working within Financial Planning and has started or completed the Level 4 diploma and is looking to make the next step into a client-facing advisory position.
What’s on Offer?
- Salary up to £45,000 DOE
- Hybrid flexible working policy
- Structured training and development pathway
- 25 days annual leave + bank holiday
- Exam completion bonus
What’s Next?
If you are interested in the Trainee Financial Adviser opportunity, then apply today, and if suitable, one of our consultants will be in touch within 24 hours!
Trainee Financial Adviser — Hybrid Work & Growth Path employer: WEALTHLINK RECRUITMENT LTD
Contact Detail:
WEALTHLINK RECRUITMENT LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser — Hybrid Work & Growth Path
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning field on LinkedIn or at local events. We can’t stress enough how valuable personal connections can be in landing that Trainee Financial Adviser role.
✨Tip Number 2
Prepare for those interviews! Research common questions for financial advisers and practice your responses. We recommend doing mock interviews with friends or family to boost your confidence before the real deal.
✨Tip Number 3
Showcase your passion for financial planning! During interviews, share your journey and what excites you about helping clients. We want to see your enthusiasm shine through!
✨Tip Number 4
Don’t forget to apply through our website! It’s the quickest way to get your application noticed. We’re here to help you take that next step in your career, so let’s make it happen!
We think you need these skills to ace Trainee Financial Adviser — Hybrid Work & Growth Path
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, especially if you've started or completed the Level 4 diploma.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Keep it concise but engaging.
Showcase Your Soft Skills: As a Trainee Financial Adviser, you'll be client-facing, so don’t forget to mention your communication and interpersonal skills. We want to see how you connect with people and build relationships.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the quickest way for us to receive your application and get in touch if you’re a good fit. Don’t miss out on this opportunity!
How to prepare for a job interview at WEALTHLINK RECRUITMENT LTD
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning concepts, especially investments, pensions, and estate planning. Being able to discuss these topics confidently will show that you're serious about the role and ready to learn.
✨Show Enthusiasm for Learning
Since this is a trainee position, it's crucial to demonstrate your eagerness to learn and grow. Be prepared to talk about how you’ve pursued further education, like the Level 4 diploma, and express your excitement about the structured training offered.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company’s training programme, client management expectations, and growth opportunities. This shows that you’re not just interested in the job, but also in how you can develop within the firm.
✨Practice Your Client Interaction Skills
Since you'll be shadowing a Senior Financial Adviser and eventually managing clients, practice your communication skills. Role-play common client scenarios with a friend to build your confidence in handling real-life situations during the interview.