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 self-employment.
- Other info: Join a supportive team with proven career progression opportunities.
- Why this job: Kickstart your career with real client interaction and excellent earning potential.
- 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 Stoke-on-Trent employer: Exchange Street Claims & Financial Services
As a Remote Trainee Financial Adviser, you'll join a dynamic team that prioritises your growth and success, offering a structured training programme and the opportunity to build your own client base. With a competitive salary and unique remuneration package, including bonuses for client care and sales, this company fosters a supportive work culture where you can thrive without the constraints of traditional roles. Enjoy the flexibility of remote work while being part of a forward-thinking firm that values your contributions and invests in your future.
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 Stoke-on-Trent
✨Tip Number 1
Network like a pro! Reach out to current financial advisers and ask for informational chats. This not only helps you learn more about the role but also puts you on their radar when opportunities pop up.
✨Tip Number 2
Showcase your skills! Prepare a portfolio or a presentation that highlights your qualifications and any relevant experience. When you get the chance to chat with potential employers, this will help you stand out from the crowd.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to be posted. Reach out directly to companies you’re interested in, like us at StudySmarter, and express your enthusiasm for joining their team.
✨Tip Number 4
Follow up! After interviews or networking events, send a quick thank-you note. It shows your appreciation and keeps you fresh in their minds as they make decisions.
We think you need these skills to ace Remote Trainee Financial Adviser in Stoke-on-Trent
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 hold back on showcasing your skills!
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 all about real connections here.
Tailor Your Application:Don’t just send 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 want to know why you’re a perfect fit!
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 qualifications you've achieved. Be ready to discuss how your Level 4 qualification has prepared you for this role and how you can apply that knowledge in real-world scenarios.
✨Show Your Passion
This role is all about building trust with clients, so let your enthusiasm shine through during the interview. Share why you're excited about becoming a financial adviser and how you plan to develop strong relationships with clients.
✨Ask Smart Questions
Prepare some thoughtful questions about the company’s approach to client care and how they support their advisers. This shows that you’re genuinely interested in the role and want to understand how you can contribute to the team.
✨Demonstrate Team Spirit
Since you'll be joining an existing team, highlight your ability to work collaboratively. Share examples of how you've successfully worked in teams before and how you plan to contribute to the team's success while learning from them.
