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For Companies At a Glance
- Tasks: Become a financial adviser, supporting clients and building trust while developing your own client base.
- Company: Join a stable, growing business focused on staff development and a positive work environment.
- 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 culture.
- Qualifications: You need Level 4 qualification; experience is a bonus 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 30000 - 32000 £ per year.
You’re level 4 qualified and ready to be an adviser. You’re fed up of false promises, glass ceilings and waiting around. The best way to learn is to do, but no one is giving you the chance. 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. 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. When you’re ready, you have the option of moving 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 £42,750 - £44,750 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 (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)
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 NEED
Level 4 status via the CII, LIBF or CISI. 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 and learn about their experiences. This can give you insights into the role and potentially lead to referrals.
✨Tip Number 2
Research the company thoroughly. Understand their values, client base, and the technology they use. This knowledge will help you tailor your conversations during interviews and demonstrate your genuine interest in joining their team.
✨Tip Number 3
Prepare to discuss your understanding of client care and retention strategies. Since the role focuses on maintaining existing clients, showcasing your ability to build trust and provide excellent service will set you apart from other candidates.
✨Tip Number 4
Be ready to share examples of how you've successfully navigated challenges in previous roles, even if they're not directly related to financial advising. This will highlight your problem-solving skills and adaptability, which are crucial in this position.
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.
Tailor Your Application: Customise your CV and cover letter to reflect the specific skills and experiences that align with the job description. Mention any relevant experience in client care or financial advising, even if it's from previous roles.
Show Enthusiasm for Learning: Express your eagerness to learn and grow within the company. Highlight your willingness to undergo training and your excitement about the structured onboarding process mentioned in the job description.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This can help keep you on their radar and show your proactive attitude.
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 for Client Scenarios
Think about potential client scenarios you might encounter and how you would handle them. This could include discussing client care, retention, or compliance. Showing that you can think on your feet will impress the interviewers.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client care and the support provided during training. This shows that you are genuinely interested in the role and want to understand how you can contribute to the team's success.
