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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 professionals in the financial advisory field. Attend industry events or join online forums to connect with current advisers who can provide insights and possibly refer you to opportunities at StudySmarter.
✨Tip Number 2
Research the company culture at StudySmarter. Understanding our values and work environment will help you tailor your approach during interviews and demonstrate that you're a great fit for the team.
✨Tip Number 3
Prepare to discuss your Level 4 qualifications in detail. Be ready to explain how your education has equipped you for the role of a Trainee Financial Adviser and how you plan to apply that knowledge in practice.
✨Tip Number 4
Show enthusiasm for client relationships. Since the role involves building trust with clients, think of examples from your past experiences where you've successfully managed client interactions or provided excellent service.
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
✨Show Your Passion for Financial Advising
Make sure to express your enthusiasm for becoming a financial adviser. Share your journey towards achieving Level 4 status and how it has prepared you for this role. Companies love to see candidates who are genuinely excited about the industry.
✨Demonstrate Client-Centric Thinking
Since the role involves building trust with clients, be prepared to discuss how you would approach client relationships. Think of examples where you've provided excellent service or support in previous roles, even if they weren't directly in finance.
✨Highlight Your Adaptability
The job offers a structured training environment, but also flexibility in working arrangements. Be ready to talk about how you've adapted to new situations in the past and how you can thrive in both team settings and independently.
✨Prepare Questions About Career Development
This company values growth and development, so come armed with questions about their career progression opportunities. Ask about the support they provide for achieving Competent Adviser Status and what the path looks like for someone in your position.
