At a Glance
- Tasks: Support clients and develop your own client base with top-notch technology.
- Company: Dynamic financial advisory firm with a strong team culture.
- Benefits: Competitive salary, bonuses, hybrid work options, and structured training.
- Other info: Join a team where three members have already advanced to self-employed roles.
- Why this job: Kickstart your career in finance with excellent support and growth opportunities.
- Qualifications: No specific qualifications required; just a passion for helping clients.
The predicted salary is between 42750 - 44750 £ per year.
This business buys clients from its retiring advisers.
You’ll join an existing team of over 30 to ensure existing clients continue to get an excellent level of service.
You’ll get access to some of the best technology on the market and have the support of a dedicated customer care function.
Long-term you’ll develop your own client base.
And 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 year one you'll earn £42,750 - £44,750 and that's without a sales bonus.
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. After your induction you can either work on a hybrid basis or from home, going into the office once or twice a month.
You could be a mortgage/protection adviser, paraplanner or administrator. Depending on location you’ll either be hybrid or remote with travel to Newcastle 1-2 times a month.
Remote Trainee Financial Adviser in Bradford employer: Exchange Street Claims & Financial Services
Join a forward-thinking company that values your growth as a Remote Trainee Financial Adviser. With a structured training programme, competitive salary, and the opportunity to build your own client base, you'll thrive in a supportive environment that prioritises employee development and work-life balance. Enjoy the flexibility of hybrid or remote work while being part of a dynamic team dedicated to delivering exceptional client service.
Contact Details:
Exchange Street Claims & Financial Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Remote Trainee Financial Adviser in Bradford
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
✨Show Your Passion Through Projects
Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like Exchange Street Claims & Financial Services. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace Remote Trainee Financial Adviser in Bradford
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at Exchange Street Claims & Financial Services.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at Exchange Street Claims & Financial Services
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at Exchange Street Claims & Financial Services.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at Exchange Street Claims & Financial Services.
