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- Tasks: Become a trusted adviser for clients and build your own client base.
- Company: Join a supportive company that values your ambitions and career growth.
- Benefits: Enjoy a competitive salary, bonuses, and access to top-notch technology.
- Why this job: This role offers a clear career path and the chance to make a real impact.
- Qualifications: Level 4 exams required; passion for client service is essential.
- Other info: Earn £43,500 - £45,500 in your first year without sales pressure.
The predicted salary is between 30000 - 32000 £ per year.
Frustrating isn’t it? All that hard work getting level 4 exams. The time, the cost, the missed social events. You took it to become an adviser but there’s so few chances to become one. Wouldn’t it be nice to find a company that can offer a structured career path? The support to match your ambitions. A company that opens, and not shuts, doors. Step inside. This business buys clients from its retiring advisers. Those clients need an adviser. And that adviser will be you. You’ll join an existing team of over 30 to ensure existing clients continue to get an excellent level of service. And you’ll build trust with them, developing new business along the way. You’ll get access to some of the best technology on the market and have the support of a dedicated customer care function. Your time will be with clients, not admin. Long-term you’ll develop your own client base. And when you’re ready, move into a self-employed role with a firm that pays some of the best splits available. Three of the team have “graduated” already. In the meantime you’ll get a proper income. In year one you’ll earn £43,500 – £45,500 and that’s without a sales bonus. It’s a unique remuneration package that works like this: A starting salary of £30,000 – £32,000 A KPI/compliance bonus (client care/retention/file quality, not bringing in sales) that adds £13,500 to you…
Trainee Financial Adviser employer: Exchange Street Claims & Financial Services
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
Make sure to highlight your level 4 qualifications during any networking opportunities. Connect with professionals in the financial advisory field on platforms like LinkedIn and engage in discussions about industry trends. This can help you get noticed by potential employers.
✨Tip Number 2
Research the company culture and values of StudySmarter. Understanding what we stand for will allow you to align your conversations and demonstrate how you can contribute to our mission, making you a more attractive candidate.
✨Tip Number 3
Prepare to discuss your approach to client relationships. Since this role emphasizes building trust and developing new business, think of examples from your past experiences where you've successfully managed client interactions or resolved issues.
✨Tip Number 4
Stay updated on the latest technology in financial advising. Familiarize yourself with tools that enhance client service and retention, as this knowledge will show us that you're proactive and ready to leverage technology in your role.
We think you need these skills to ace Trainee Financial Adviser
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities and expectations of a Trainee Financial Adviser. Highlight your relevant qualifications and experiences that align with the job description.
Tailor Your CV: Customize your CV to reflect your achievements and skills that are most relevant to the financial advisory field. Emphasize your level 4 exams and any experience in client service or relationship building.
Craft a Compelling Cover Letter: Write a cover letter that expresses your passion for becoming a financial adviser. Discuss why you are interested in this specific company and how their structured career path aligns with your ambitions.
Highlight Your Client Management Skills: In your application, emphasize your ability to build trust and manage client relationships. Provide examples of how you've successfully interacted with clients in the past, even if it's from different industries.
How to prepare for a job interview at Exchange Street Claims & Financial Services
✨Zeige deine Leidenschaft für die Finanzberatung
Erzähle während des Interviews, warum du dich für eine Karriere als Finanzberater entschieden hast. Teile deine Erfahrungen und wie du deine Level 4 Prüfungen gemeistert hast. Das zeigt dein Engagement und deine Motivation.
✨Bereite dich auf Fragen zur Kundenbetreuung vor
Da der Job stark auf Kundenbeziehungen fokussiert ist, sei bereit, Fragen zu beantworten, wie du Vertrauen bei Kunden aufbauen würdest. Überlege dir Beispiele aus der Vergangenheit, in denen du erfolgreich mit Kunden kommuniziert hast.
✨Verstehe die Unternehmensstruktur und -kultur
Informiere dich über das Unternehmen und seine Werte. Zeige im Interview, dass du die Struktur und die Möglichkeiten, die es bietet, verstehst. Dies wird dir helfen, zu zeigen, dass du gut ins Team passt.
✨Frage nach den Entwicklungsmöglichkeiten
Nutze die Gelegenheit, um Fragen zu stellen, die deine langfristigen Karriereziele betreffen. Frage nach den Möglichkeiten, die dir geboten werden, um deine eigene Kundenbasis aufzubauen und in eine selbstständige Rolle zu wechseln.
