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- Tasks: Become a trusted financial adviser, supporting clients and building your own client base.
- Company: Join a stable, growing business focused on staff development and positive work culture.
- Benefits: Enjoy a competitive salary, hybrid working options, and structured training with ongoing support.
- Why this job: This role offers a clear career path, excellent technology, and a supportive team environment.
- Qualifications: You need Level 4 status; experience is a plus but not essential.
- Other info: No need for an updated CV to apply; everyone will receive a response.
The predicted salary is between 30000 - 32000 £ per year.
Frustrating isn’t it? All that hard work getting level 4 exams. The time, the cost, the missed social events. You took it to become an adviser but there are so few chances to become one. Wouldn’t it be nice to find a company that can offer a structured career path? The support to match your ambitions. A company that opens, and not shuts, doors.
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. And 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. 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 the meantime you’ll get a proper income. In year one you’ll earn £43,500 - £45,500 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
- A KPI/compliance bonus (client care/retention/file quality, not bringing in sales) that adds £13,500 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. It’s as simple as that. 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.
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.
Trainee Financial Adviser employer: Exchange Street Claims & Financial Services
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 current financial advisers and professionals in the industry. Attend local finance events or webinars to connect with potential colleagues and mentors who can provide insights into the role and company culture.
✨Tip Number 2
Research the company thoroughly. Understand their values, mission, and the specific services they offer. 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 Level 4 qualifications and how they relate to the role. Be ready to explain how your education has equipped you with the skills necessary to succeed as a Trainee Financial Adviser.
✨Tip Number 4
Showcase your interpersonal skills during any interactions. As a financial adviser, building trust with clients is crucial, so highlight your ability to communicate effectively and empathise with others in your discussions.
We think you need these skills to ace Trainee Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 qualifications and any relevant experience, even if it's not directly in financial advising. Emphasise skills that relate to client care and relationship building.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for becoming a financial adviser. Mention why you are interested in this specific role and how the structured career path aligns with your ambitions.
Highlight Relevant Skills: In your application, focus on skills such as communication, problem-solving, and customer service. These are crucial for building trust with clients and ensuring excellent service.
Show Enthusiasm for Training: Express your eagerness to participate in the training programme mentioned in the job description. Highlight your willingness to learn and adapt, which is essential for success in this role.
How to prepare for a job interview at Exchange Street Claims & Financial Services
✨Showcase Your Level 4 Knowledge
Make sure to highlight your Level 4 qualifications during the interview. Be prepared to discuss how your studies have equipped you with the necessary skills and knowledge to excel as a financial adviser.
✨Demonstrate Client-Centric Thinking
Since the role involves building trust with clients, share examples of how you've successfully managed client relationships in the past. Emphasise your commitment to providing excellent service and how you plan to maintain that standard.
✨Express Your Career Ambitions
This company values structured career paths, so be open about your long-term goals. Discuss how you see yourself growing within the company and how you plan to develop your own client base over time.
✨Prepare for Questions on Technology Use
With access to advanced technology being a key aspect of the role, be ready to discuss your comfort level with tech tools. If you have experience using financial software or CRM systems, mention it to show you're tech-savvy.
