At a Glance
- Tasks: Engage with customers about their pensions and book appointments for advisers.
- Company: Join a rapidly growing financial services firm focused on developing future advisers.
- Benefits: Earn £28,000-£32,000 plus uncapped commission, with OTE of £40,000 from day one.
- Other info: Clear progression path to CRM and Junior Advisor roles with significant earnings potential.
- Why this job: Fast-track your career in financial advice with funded qualifications and high earning potential.
- Qualifications: Sales experience required; ideally in a high-volume outbound environment.
The predicted salary is between 32000 - 32000 £ per year.
£40,000 OTE from day one | R01 & R04 funded | Fast-track progression into advice | Potential £100,000 OTE within 12 months
If you have sales experience and want to build a career in financial advice, this Trainee Pension Advisor role offers a structured route from sales into regulated advisory work, with your professional qualifications funded from the outset.
Youll start by speaking with prospective customers about their pension arrangements, identifying opportunities and booking qualified appointments for advisers.
With R01 and R04 targeted within 68 weeks, there is a clear progression path from Trainee Pension Advisor to CRM and then Junior Advisor, with significant earning potential as you develop.
Package & Benefits Basic salary £28,000£32,000 per annum with uncapped commission and OTE of £40,000.
R01 and R04 qualifications funded, with a fast-track qualification path targeted within 68 weeks.
Structured progression from Trainee Pension Advisor to CRM and Junior Advisor roles.
CRM earning potential of around £40,000.
Advisor roles offering up to £50,000 basic plus uncapped commission, with OTE potential of up to £100,000 within 12 months.
About the Company Youll join an established financial services business providing independent financial advice across pensions, investments and retirement planning.
The business is growing rapidly and has ambitious plans for continued development, with a clear focus on developing future advisers internally.
Key Responsibilities Making high volume outbound calls per day to prospective customers.
Discussing existing pension arrangements and identify opportunities for a free pension review.
Bookingqualified appointments for financial advisers.
Buildingyour knowledge of pensions, financial services and the advice process while progressing through your qualifications.
About You Minimum of one years sales experience, ideally within a high-volume outbound sales environment.
Experience working within a regulated financial services environment.
Previous experience handling objections and converting leads.
If youre looking to move from sales into financial advice, with funded qualifications, a defined progression route and significant earning potential, this Trainee Pension Advisor role could be the next step in your career.
Contact Fintelligent for more information or a confidential discussion.
If this role sounds like an opportunity you would like to explore please click apply with your up to date CV for consideration.
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Locations
Trainee Pension Advisor in Cheshire, Warrington employer: Fintelligent Search
Fintelligent Search is an excellent employer for those looking to thrive in the motor trade insurance sector. Located in Stockport, the company fosters a supportive work culture that prioritises employee development and offers competitive salaries alongside performance-related bonuses. With a focus on client advisory work and risk assessments, employees are empowered to grow their expertise in commercial insurance while enjoying a collaborative team environment.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Pension Advisor in Cheshire, Warrington
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
✨Show Your Passion Through Projects
Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like Fintelligent Search. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace Trainee Pension Advisor in Cheshire, Warrington
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at Fintelligent Search.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at Fintelligent Search
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at Fintelligent Search.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at Fintelligent Search.
