Money Mentor - Trainee Financial Planner (Women's Wealth Ltd)

Fully Remote

Women's Wealth Ltd

Job Description

  • Build your own business, with full training and support provided

  • Ability to work from home, and work your own hours

  • Learn all about financial advice, and help coach other women on their financial matters

  • Opportunity to progress into a fully regulated adviser if required


We want to work with the new generation of financial advisers to help them build their own businesses, around any existing commitments, and to positively influence women and their lives.


The Company


Women’s Wealth is a young company on a mission to make financial advice relevant and accessible to women. Our subscription model is like gym membership for financial fitness and means we don’t need clients to already be wealthy before they can afford our services – many of our clients are in their 30s and in the accumulation phase of wealth creation. We are proud to be Independent Financial Advisers and offer a fixed fee product arrangement service for our members.


We have built a ground-breaking virtual training academy to support Money Mentors in gaining skills, knowledge, and qualifications whilst being mentored themselves by an experienced and qualified adviser.

The first 12 Money Mentors will be personally supervised and developed by Women’s Wealth founder Sam Secomb, FPFS, Chartered Financial Planner, who is passionate about creating a fabulous career opportunity that attracts aspiring female planners.


Women’s Wealth has created a flexible, collaborative environment for Money Mentors to grow professionally and develop businesses at a pace that suits them and fits around their lifestyle.


The Role


Coach women as they learn to manage money issues, invest, negotiate relationships, motherhood and career terms. Empower them with information, collaborate with them as their BFF (Best Financial Friend) and help them transform their lives and create fabulous financial futures for themselves.


Initially you learn to collate client information and build relationships. Developing coaching skills to help clients build health habits and attitudes around money matters. You will learn to build cash flow models and help clients plan to meet financial objectives, progressing to technical aspects such as researching markets and designing financial planning solutions ahead of becoming a fully-fledged and competent Financial Planner.


Skills


Whether you are considering a complete career change into financial services or you are familiar with the sector and looking for a different environment and a new challenge, this is an exciting business to be part of and you will need the following skills:


  • Determination – running your own business is demanding and you need to be agile, organised, and resilient.

  • Smart – a level 4 diploma in Regulated Financial Planning is no walkover and to get through all 6 exams in two years will require dedication and advance level academic ability.

  • Interested in people, personable and a good communicator with a deep routed desire to make a difference by being a positive influence in the lives of others.

  • You need a great attitude – we have no training for this – you need to bring it with you!


Benefits


  • Expected income £99,000 within four years, rising from £36,000 within two years.

  • Up to two years training program to support you in becoming a professionally qualified and authorised financial adviser. (Diploma In Regulated Financial Planning and Competent Adviser Status)

  • Build your own business worth at least 2.5x the revenue it generates – every client you mentor belongs to you from day one.

  • Work flexibly and independently with the Women’s Wealth network to provide business, technical compliance and practical support, and most importantly loads of encouragement and camaraderie from like-minded members.

  • Training, resources and support in building your marketing funnel and generating enquiries.


Contact


Using the link below you can either:


  • Download a guide on Becoming a Women’s Wealth Money Mentor,

  • Book onto one of the webinars to learn about The Opportunity, meet the founder of Women’s Wealth and ask any of your burning questions

  • Apply - if you already know you want to apply


https://womenswealth.weareverve.co.uk/