At a Glance
- Tasks: Engage with clients, providing support and discussing their accounts over the phone.
- Company: Join a leading UK wealth management company with a supportive environment.
- Benefits: Competitive salary, potential bonuses, and full training provided.
- Other info: Opportunity for permanent employment based on performance.
- Why this job: Kickstart your career in financial services without needing prior experience.
- Qualifications: Strong communication skills and a positive attitude are essential.
The predicted salary is between 25185 - 30000 £ per year.
Location: Newcastle upon Tyne
Salary: 26,437 plus a potential contract completion bonus of approximately 3,500
Hours: Monday to Friday, 9:00am - 5:00pm
Contract: Fixed-term until the end of March 2027
Start date: 7 September 2026
Working arrangement: Fully office-based
Start your career in financial services. Have you recently finished university, or are you looking to move into financial services from customer service, retail, hospitality, sales or another customer-facing role? This is an excellent opportunity to join a leading UK wealth management company and gain valuable experience within a professional financial-services environment. You do not need a degree or previous financial-services experience. Full training will be provided, and we are looking for people with strong communication skills, a positive attitude and the confidence to speak with customers over the telephone.
The position will initially run until the end of March 2027, but strong performers will have a genuine opportunity to be considered for permanent employment.
The role: As a Trainee Financial Services Executive, you will contact existing clients to discuss important matters relating to their accounts and ensure they receive the appropriate support. Approximately 80% of the role will involve outbound calls, with the remaining 20% covering inbound enquiries and associated administration.
Trainee Financial Services Exec employer: Staff Power Group
Staff Power Group is an exceptional employer located in the picturesque village of Welburn, England, offering a supportive work culture that prioritises quality and precision. Employees benefit from ongoing training and development opportunities, fostering personal and professional growth while working in a collaborative environment that values communication and teamwork. With a commitment to ISO9001 standards, Staff Power Group ensures that every team member plays a vital role in delivering high-quality products, making it a rewarding place for skilled assembly technicians to thrive.
