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- Tasks: Become a financial adviser, supporting clients and building trust while developing your own client base.
- Company: Join a stable, growing business focused on staff development and a positive work environment.
- Benefits: Enjoy a competitive salary, hybrid working options, and structured training with ongoing support.
- Why this job: This role offers real opportunities for growth, excellent technology, and a supportive team culture.
- Qualifications: You need Level 4 qualification; experience is a bonus but not essential.
- Other info: Work remotely with occasional travel to Newcastle; no need for an updated CV to apply.
The predicted salary is between 30000 - 32000 £ per year.
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. Three of the team have graduated already. 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 & 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. 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.
Depending on location you’ll either be hybrid or remote with travel to Newcastle 1-2 times a month. So it’s best if you’re in The North or Midlands.
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 and learn about their experiences. This can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 2
Research the company thoroughly. Understand their values, client base, and the technology they use. This knowledge will help you tailor your conversations during interviews and demonstrate your genuine interest in becoming part of their team.
✨Tip Number 3
Prepare to discuss your Level 4 qualification and how it has equipped you for this role. Be ready to share specific examples of how your training has prepared you to handle client relationships and provide excellent service.
✨Tip Number 4
Showcase your soft skills during any interactions. As a Trainee Financial Adviser, building trust and rapport with clients is crucial. Highlight your communication skills, empathy, and ability to listen actively to client needs.
We think you need these skills to ace Trainee Financial Adviser
Some tips for your application 🫡
Highlight Your Qualifications: Make sure to clearly state your Level 4 qualification in your CV and cover letter. This is a key requirement for the role, so don’t bury it in the details.
Showcase Relevant Experience: Even if you don't have direct experience as a financial adviser, highlight any relevant roles such as mortgage/protection adviser or paraplanner. Focus on transferable skills that demonstrate your ability to build trust and provide excellent client service.
Tailor Your Application: Customise your CV and cover letter to reflect the specific job description. Mention your enthusiasm for the structured training environment and how you align with the company's values of staff development and positive work culture.
Express Your Motivation: In your cover letter, convey your eagerness to take on the role and your readiness to learn. Discuss why you are excited about the opportunity to develop your own client base and the unique remuneration package offered.
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. Talk about what motivated you to pursue this career path and how you plan to build trust with clients. This will demonstrate your commitment to the role.
✨Highlight Your Level 4 Qualification
Since the job requires a Level 4 qualification, be prepared to discuss your studies and how they have equipped you for this position. Share specific examples of how your knowledge can benefit clients and the team.
✨Prepare Questions About Client Management
Think of insightful questions regarding client management and retention strategies. This shows that you are proactive and understand the importance of maintaining strong relationships with clients.
✨Demonstrate Adaptability
With the option for hybrid or remote work, it's essential to show that you can adapt to different working environments. Share experiences where you've successfully adjusted to new situations or challenges in your previous roles.
