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- Tasks: Become a trusted financial adviser, managing client relationships and developing new business.
- Company: Join a supportive company that values your ambitions and offers a structured career path.
- Benefits: Enjoy a competitive salary, bonuses, and access to top-notch technology with minimal admin work.
- Why this job: This role offers real growth potential, a solid income, and the chance to build your own client base.
- Qualifications: Level 4 exams required; passion for client care and relationship building is essential.
- Other info: Opportunity to transition into a self-employed role with excellent commission splits.
The predicted salary is between 43500 - 45500 £ per year.
£43,500 – £45,500 per year
Permanent
Full time
NEW
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’s 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. Step inside. 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, move 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:
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A starting salary of £30,000 – £32,000
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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)
Trainee Financial Adviser employer: Exchange Street
Contact Detail:
Exchange Street Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser
✨Tip Number 1
Familiarize yourself with the financial advisory landscape. Understand the key players, trends, and challenges in the industry. This knowledge will help you engage in meaningful conversations during your interview.
✨Tip Number 2
Network with current financial advisers or professionals in the field. Attend industry events or join online forums to gain insights and make connections that could lead to referrals or recommendations.
✨Tip Number 3
Demonstrate your commitment to client care. Prepare examples of how you've provided excellent service in previous roles, as this position emphasizes maintaining and building client relationships.
✨Tip Number 4
Research the company’s values and culture. Be ready to discuss how your personal values align with theirs, especially regarding client service and career development opportunities.
We think you need these skills to ace Trainee Financial Adviser
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities and expectations of a Trainee Financial Adviser. Highlight your relevant skills and experiences that align with the job description.
Tailor Your CV: Customize your CV to reflect your qualifications, particularly focusing on your level 4 exams and any experience in client service or financial advisory roles. Use keywords from the job description to make your application stand out.
Craft a Compelling Cover Letter: Write a cover letter that expresses your passion for becoming a financial adviser. Discuss why you are interested in this specific company and how their structured career path aligns with your ambitions.
Highlight Your Client Relationship Skills: Emphasize your ability to build trust and maintain relationships with clients. Provide examples of how you've successfully managed client interactions in the past, as this is crucial for the role.
How to prepare for a job interview at Exchange Street
✨Show Your Passion for Financial Advising
Make sure to express your enthusiasm for becoming a financial adviser. Share your journey of completing the level 4 exams and how it has prepared you for this role. Companies want to see that you're genuinely interested in helping clients and building long-term relationships.
✨Demonstrate Client-Centric Thinking
Since the role involves maintaining and developing client relationships, be ready to discuss how you would prioritize client needs. Prepare examples of how you've successfully built trust with clients or customers in the past, even if it's from a different context.
✨Highlight Your Teamwork Skills
You'll be joining an existing team, so it's important to show that you can work well with others. Talk about your experiences in team settings, how you contribute to group success, and how you handle conflicts or challenges within a team.
✨Prepare Questions About Career Development
Since the company emphasizes a structured career path, come prepared with questions about growth opportunities. Ask about the support they provide for professional development and how they help new advisers transition into self-employed roles.
