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- Tasks: Become a financial adviser, supporting clients and building trust while developing your own client base.
- Company: Exchange Street Claims & Financial Services is dedicated to nurturing talent and providing growth opportunities.
- Benefits: Enjoy a competitive salary, hybrid work options, and structured training with ongoing support.
- Why this job: Join a supportive team with a clear career path and the chance to make a real impact.
- Qualifications: Level 4 status via CII, LIBF, or CISI; experience is a plus but not required.
- Other info: Earn £43,500 - £45,500 in your first year with bonuses and a structured onboarding process.
The predicted salary is between 34800 - 37800 £ per year.
Level 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.
Posted Yesterday by Exchange Street Claims & Financial Services
New
View all jobs
£43,500 – £45,500 per annum
Leeds , West Yorkshire
Permanent, full-time
Work from home
Be one of the first ten applicants
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
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A KPI/compliance bonus (client care/retention/file quality, not bringing in sales) that adds £13,500 to your pay in year one (and £15,000 from year two onwards)
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.
Trainee Financial Adviser employer: Exchange Street
Contact Detail:
Exchange Street 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 qualification prominently in your conversations. This is a key requirement for the role, and demonstrating your commitment to achieving this status will show that you're serious about becoming a financial adviser.
✨Tip Number 2
Network with current financial advisers or professionals in the industry. They can provide valuable insights into the role and may even refer you to opportunities within their firms, including ours at StudySmarter.
✨Tip Number 3
Familiarize yourself with the technology and tools commonly used in financial advising. Being tech-savvy will not only help you stand out but also show that you're ready to hit the ground running in a modern advisory environment.
✨Tip Number 4
Prepare to discuss your long-term career goals during the interview. The company values ambition and a structured career path, so showing that you have a vision for your future as a financial adviser will resonate well with them.
We think you need these skills to ace Trainee Financial Adviser
Some tips for your application 🫡
Highlight Your Qualifications: Make sure to emphasize your Level 4 status via the CII, LIBF, or CISI in your application. This is a key requirement for the role and should be prominently featured in your CV and cover letter.
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. Discuss transferable skills that demonstrate your ability to succeed in this position.
Express Your Ambitions: In your cover letter, convey your enthusiasm for a structured career path and your desire to grow within the company. Mention how the support offered aligns with your professional goals.
Tailor Your Application: Customize your CV and cover letter to reflect the specific requirements and values of Exchange Street Claims & Financial Services. Use keywords from the job description to ensure your application stands out.
How to prepare for a job interview at Exchange Street
✨Show Your Level 4 Knowledge
Make sure to highlight your Level 4 qualifications during the interview. Be prepared to discuss how your studies have equipped you with the necessary skills and knowledge to succeed as a financial adviser.
✨Emphasize Client Relationship Skills
Since building trust with clients is crucial, share examples from your past experiences where you've successfully developed relationships. This could be from previous roles as a mortgage/protection adviser or even in unrelated fields.
✨Express Your Career Ambitions
The company values ambition and structured career paths. Be open about your long-term goals and how you see yourself growing within the organization. This shows that you're not just looking for a job, but a career.
✨Ask Insightful Questions
Prepare thoughtful questions about the training process and support systems in place. This demonstrates your genuine interest in the role and helps you understand how the company can help you achieve your goals.