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- Tasks: Become a financial adviser, helping clients and building trust while developing your own client base.
- Company: Join a stable, growing business with a strong focus on staff development and positive work culture.
- Benefits: Enjoy a competitive salary, hybrid working options, and structured training with ongoing support.
- Why this job: This role offers real opportunities for growth, excellent technology, and a supportive team environment.
- Qualifications: You need Level 4 qualification; experience is a plus but not essential.
- Other info: Work remotely with occasional travel to Newcastle; no need for an updated CV to apply.
The predicted salary is between 42750 - 44750 £ per year.
Job Description
- A starting salary of £30,000 – £32,000 (depending on experience)
- A KPI/compliance bonus (client care/retention/file quality, not bringing in sales) that adds £12,750 to your pay in year one (and £15,000 from year two onwards)Â
Once you're up and running there's also a sales bonus where you earn additional income as new client monies are invested. In terms of onboarding and training you couldn't ask for a better, more structured environment.There's an initial residential 4 week training course. You'll then join the team under the supervision of the Training & Competence department. They'll supervise everything you do until you achieve Competent Adviser Status. There's no throwing you in at the deep end here.  After your induction you can either work on a hybrid basis or from home, going into the office once or twice a month. If you apply, you’ll work for a stable, growing business. One with a track record of staff development and a positive work environment. And one with one of the best pathways around.WHAT YOU'LL NEEDLevel 4 status via the CII, LIBF or CISI. It's as simple as that. Industry experience is useful but we've placed people who are level 4 and don't have experience. You could be a mortgage/protection adviser, paraplanner or administrator. Or you could be a second careerist. It's more about you than your background.   Depending on location you’ll either be hybrid or remote with travel to Newcastle 1-2 times a month. So it’s best if you’re in The North or Midlands. ————————————————————————————– Feel ready to become the adviser you know you can be? Click apply and we'll be in touch.If you don't have an up to date CV don't worry, we can come to that later. Everyone will receive a response.
Contact Detail:
Exchange Street Claims & Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser
✨Tip Number 1
Network with professionals in the financial advisory field. Attend industry events or join online forums to connect with current advisers who can provide insights and possibly refer you to opportunities at our company.
✨Tip Number 2
Familiarise yourself with the latest financial technology tools that we use. Being knowledgeable about these tools will not only impress us but also show your commitment to providing excellent client service.
✨Tip Number 3
Prepare to discuss your understanding of client care and retention strategies during the interview. We value candidates who can demonstrate a proactive approach to building trust and maintaining long-term relationships with clients.
✨Tip Number 4
Research our company culture and values. Understanding what makes us unique will help you articulate why you want to join our team and how you can contribute to our positive work environment.
We think you need these skills to ace Trainee Financial Adviser
Some tips for your application 🫡
Highlight Your Qualifications: Make sure to prominently feature your Level 4 qualification in your CV and cover letter. This is a key requirement for the role, so it should be one of the first things they see.
Showcase Relevant Experience: Even if you don't have direct experience as a financial adviser, highlight any relevant roles such as mortgage/protection adviser, paraplanner, or administrator. Focus on transferable skills that demonstrate your ability to build trust and provide excellent client service.
Tailor Your Application: Customise your CV and cover letter to reflect the specific job description. Mention your enthusiasm for the structured training environment and how you align with their values of staff development and positive work culture.
Express Your Motivation: In your cover letter, convey your eagerness to take on the role of an adviser and your readiness to learn and grow within the company. Share why this opportunity excites you and how you plan to contribute to their team.
How to prepare for a job interview at Exchange Street Claims & Financial Services
✨Show Your Passion for Financial Advising
Make sure to express your enthusiasm for becoming a financial adviser. Talk about what motivated you to pursue this career path and how you plan to build trust with clients. This will demonstrate your commitment to the role.
✨Highlight Your Level 4 Qualification
Since the job requires a Level 4 qualification, be prepared to discuss your studies and how they have equipped you for this position. Share specific examples of how your knowledge can benefit clients and the team.
✨Prepare Questions About Client Management
Think of insightful questions regarding client management and retention strategies. This shows that you are proactive and serious about providing excellent service to clients, which is crucial in this role.
✨Demonstrate Adaptability
With the option for hybrid or remote work, it's important to show that you can adapt to different working environments. Share experiences where you've successfully adjusted to new situations or technologies, highlighting your flexibility.
