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For Companies At a Glance
- Tasks: Join a team to support clients and develop new business while focusing on client care.
- Company: A growing financial advisory firm dedicated to staff development and career progression.
- 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 income potential, and a supportive work culture.
- Qualifications: Must have 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 professionals in the financial advisory field. Attend industry events or join relevant online forums to connect with current advisers. This can help you gain insights into the role and potentially get a referral.
✨Tip Number 2
Research the company thoroughly. Understand their values, culture, and the specific services they offer. Tailoring your approach to align with their mission can make a strong impression during any discussions.
✨Tip Number 3
Prepare for potential interviews by practising common questions related to client management and financial advice. Think about scenarios where you've demonstrated skills like communication and problem-solving, as these will be crucial in the role.
✨Tip Number 4
Show enthusiasm for continuous learning and development. Highlight your commitment to professional growth, especially since the company offers structured training and career progression opportunities.
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 demonstrate your ability to build trust and provide excellent client service.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for becoming a financial adviser. Mention why you are drawn to this specific company and how their structured career path aligns with your ambitions.
Highlight Relevant Skills: In your application, focus on skills such as communication, relationship-building, and problem-solving. These are crucial for a Trainee Financial Adviser role and will set you apart from other candidates.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This shows initiative and enthusiasm for the 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 growth and development, so be open about your career aspirations. Discuss how you see yourself progressing within the firm and how you can contribute to its success in the long run.
✨Prepare Questions About Training and Support
The structured training environment is a key selling point for this role. Prepare thoughtful questions about the onboarding process and ongoing support to show your enthusiasm for learning and growing within the company.
