At a Glance
- Tasks: Support clients as a trainee financial adviser and build lasting relationships.
- Company: Dynamic financial advisory firm with a focus on growth and development.
- Benefits: Competitive salary, structured training, and potential for self-employment.
- Other info: Join a successful team with opportunities for career advancement.
- Why this job: Kickstart your career with real client interaction and excellent earning potential.
- Qualifications: Level 4 qualified and ready to learn in a supportive environment.
The predicted salary is between 42750 - 44750 £ 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.
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.
Remote Trainee Financial Adviser in Leicester employer: Exchange Street Claims & Financial Services
Join a forward-thinking company that prioritises your growth as a Remote Trainee Financial Adviser. With a supportive team of over 30 professionals, you'll have the opportunity to build trust with clients while utilising cutting-edge technology and receiving comprehensive training. Enjoy a competitive salary package, clear pathways for career advancement, and the potential for self-employment, all within a culture that values your contributions and fosters success.
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 Leicester
✨Tip Number 1
Network like a pro! Reach out to your connections and let them know you're on the lookout for a role as a Trainee Financial Adviser. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios you might face in the financial advising world. We recommend doing mock interviews with friends or family to build your confidence.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, be ready to discuss how your level 4 qualification and any relevant experience make you the perfect fit for their team.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Remote Trainee Financial Adviser in Leicester
Some tips for your application 🫡
Show Your Qualifications:Make sure to highlight your level 4 qualification right at the start. We want to see that you’re ready to jump in and start advising clients, so don’t be shy about showcasing your credentials!
Be Authentic:We love a bit of personality! When writing your application, let your true self shine through. Share your passion for financial advising and why you’re fed up with the usual corporate nonsense. We’re looking for genuine candidates who want to make a difference.
Tailor Your Application:Don’t just send out a generic application. Take the time to tailor it to us and the role. Mention how you can contribute to our team and what excites you about the opportunity to work with existing clients. We appreciate a personal touch!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important details. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Exchange Street Claims & Financial Services
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the specifics of the role. Understand what being a trainee financial adviser entails, especially in terms of client care and retention. This will show that you're not just qualified but genuinely interested in the position.
✨Showcase Your People Skills
Since this role involves building trust with clients, be prepared to discuss your interpersonal skills. Think of examples where you've successfully built relationships or resolved conflicts. This will demonstrate that you can connect with clients and provide excellent service.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s approach to client care and how they support their advisers. This shows that you’re engaged and serious about the role. Plus, it gives you insight into whether this is the right fit for you.
✨Be Ready to Discuss Your Goals
Think about your long-term career aspirations and how this role fits into them. Be ready to talk about your desire to develop a client base and potentially move into a self-employed role. This will highlight your ambition and commitment to growing within the company.
