At a Glance
- Tasks: Support clients and build trust while developing your own client base.
- Company: Dynamic financial advisory firm with a focus on growth and support.
- Benefits: Competitive salary, structured training, and potential for high earnings.
- Other info: Join a supportive team with excellent career progression and unique remuneration.
- Why this job: Kickstart your career in finance with real client interaction and growth opportunities.
- Qualifications: Level 4 qualified and ready to engage with clients.
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 Luton employer: Exchange Street Claims & Financial Services
Join a forward-thinking company that values your growth as a Remote Trainee Financial Adviser, offering a supportive environment where you can thrive. With access to cutting-edge technology and a dedicated customer care team, you'll focus on building client relationships rather than administrative tasks. Enjoy a competitive salary package, structured training, and the opportunity to transition into a self-employed role with excellent earning potential, all while being part of a collaborative team that celebrates 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 Luton
✨Tip Number 1
Network like a pro! Reach out to current financial advisers on LinkedIn or at industry events. Ask them about their experiences and any tips they might have for landing a role like the one you're after.
✨Tip Number 2
Practice your pitch! You’ll want to be able to confidently explain why you’re the perfect fit for the role. Think about your qualifications and how they align with what the company is looking for.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out directly to companies you’re interested in, like us at StudySmarter, and express your enthusiasm for potential opportunities.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your interest and professionalism. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Remote Trainee Financial Adviser in Luton
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 the basics of client care and retention, as well as the technology you'll be using. This will show that you're not just qualified, but genuinely interested in the position.
✨Show Your People Skills
As a Trainee Financial Adviser, building trust with clients is key. Prepare examples from your past experiences where you've successfully built relationships or resolved conflicts. This will demonstrate your ability to 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 serious about the role and eager to understand how you can contribute to the team’s success.
✨Be Yourself
While professionalism is important, don’t forget to let your personality shine through. The interviewers want to see who you are beyond your qualifications. Be genuine, and don’t hesitate to share your passion for helping clients achieve their financial goals.
