At a Glance
- Tasks: Build relationships and provide financial advice while gaining hands-on experience.
- Company: Join Sun Life, a leader in financial services with a supportive culture.
- Benefits: Earn a competitive salary, receive coaching, and access innovative tools.
- Other info: Diverse and inclusive workplace with flexible work options available.
- Why this job: Kickstart your advisory career with real-world experience and growth opportunities.
- Qualifications: Strong communication skills and a passion for helping others are essential.
The predicted salary is between 25000 - 30000 £ per year.
Advisors love to build long‑term relationships with people and help them plan financially for the various stages of life.
Our Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun Life.
The Advisor Trainee position is a temporary contract of up to six months, designed as a unique opportunity to explore a rewarding career in financial advice.
In this role, you’ll gain hands‑on experience, receive personalized coaching and access cutting‑edge digital tools – while embarking on an exciting learning journey with meaningful opportunities for growth and development.
This experience will help you build your confidence and business acumen, establishing a solid foundation for your future success as an advisor.
Are you someone who
• loves talking to people and is comfortable providing advice?
• is disciplined and motivated?
• values your independence?
• loves learning and developing new skills?
If so, this could be the perfect opportunity to begin your journey with Sun Life!
What’s in it for you?
- Earn while you learn with a competitive salary and incentives including licensing fee support.
- Hands‑on experience that builds confidence and business expertise.
- A supportive environment with dedicated sales managers and local Sun Life district leadership team focused on your professional development and long‑term success.
- Access to innovative digital tools to help you stay connected, stay informed and stay ahead – for your clients.
- A culture that celebrates excellence and inclusivity.
- A purpose‑driven career helping people in your community become more financially secure.
- The potential to transition into an Advisor role or join an existing advisory team upon successful completion of the program.
What will you do?
- Work out of a local Sun Life District office.
- Gain knowledge of Sun Life products, tools, processes and practical skills working directly with Sun Life Clients.
- Obtain dual licensing in insurance and mutual fund.
- Gain experience handling inbound and outbound calls providing holistic life, health, and wealth solutions to new and existing Sun Life Clients.
- Complete business development activities and start to identify your personal market opportunities.
- Execute key activities in preparation for graduation from the program and launch of your advisor career.
- Your time will be split between working within Prospr advisor team (reporting to an ADP Sales Manager) and gaining exposure to the role of a standalone advisor (working with the local Sun Life District leadership team).
We are looking for someone who
- Has a history of achievements (professional, academic, athletics, etc.).
- Has strong knowledge and passion of retail insurance and investment products.
- Is self‑motivated with a strong work ethic.
- Enjoys engaging, developing and maintaining relationships with people.
- Has excellent communication skills, both verbal and written.
- Has the ability to motivate others to action.
- Has LLQP license or has completed all course/exam requirements (required).
Nice to have
- Mutual Fund License or course/exam completion.
- Demonstrated ability to motivate others to action.
- Business development skills.
When a new position becomes available which matches your background and experience, the base pay range will be disclosed and correspond to the opportunity Sun Life will consider you for.
In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.
Certain sales focused roles have sales incentive plans based on individual or group sales results.
Diversity and inclusion have always been at the core of our values at Sun Life.
A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues.
We welcome applications from qualified individuals from all backgrounds.
Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e‑mail a request to .
We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you!
Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Job Category
Sales - Client Relationship Management
Posting End Date
- 09/07/2026
- #J-18808-Ljbffr
Advisor Trainee- Advisor Development Program employer: Sun Life
Sun Life is an exceptional employer that prioritises your professional growth and development through its Advisor Development Program. With a supportive work culture, competitive salary, and access to innovative digital tools, you will gain invaluable hands-on experience while building meaningful relationships in the community. The opportunity to transition into a full advisory role upon successful completion of the program further enhances your career trajectory in a purpose-driven environment.
StudySmarter Expert Advice🤫
We think this is how you could land Advisor Trainee- Advisor Development Program
✨Get Involved in Financial Networks
Join local financial associations or forums where you can connect with professionals in financial-controlling. Networking events often lead to temporary positions, as companies look for quick hires when they need extra hands.
✨Showcase Your Skills on Temporary Job Boards
Focus on platforms that specifically cater to temporary roles in finance. Sites like Reed or Totaljobs often list short-term gigs that are perfect for getting your foot in the door, and you can apply directly through our website for roles at Sun Life.
✨Leverage Your Uni's Career Services
If you're still in university, tap into your career services for internship or temporary job placements. They often have insider info on companies like Sun Life looking for temporary financial support, and they might help you polish your pitch.
✨Flexible Availability is Key
For temporary positions in financial-controlling, your availability can make a huge difference. Highlight your willingness to start immediately or work irregular hours when speaking to employers. This flexibility can land you that sought-after role!
We think you need these skills to ace Advisor Trainee- Advisor Development Program
Some tips for your application 🫡
Show Off Your Academic Aces:In the financial controlling game, grades and relevant certifications can make a significant difference. Be sure to highlight your academic achievements, like finance-related coursework and any professional certifications you’ve got on your CV that show you’re clued up in this area. It’s all about demonstrating that you’re not just good at numbers but also know your stuff!
Quantify Your Achievements:When applying for a temporary role in financial controlling, make sure your CV reflects any previous experience with real, measurable outcomes. Use numbers to showcase your past successes, like percentage improvements in budgeting or cost savings you’ve achieved in previous roles. This not only gives us insights into your capabilities but also tells us you're results-driven.
Personalise Your Application:We love seeing applicants who take the time to tailor their applications! In your cover letter, mention why you’re particularly interested in the temporary role with Sun Life and how your specific skills and experiences align with the job. Show us that you see this role as an opportunity to contribute, even if it's for a short stint!
Flexibility is Key:Since this is a temporary position, make sure to highlight your availability in your application. We’re interested in knowing how soon you can start and if you’re open to working flexible hours. This shows us your eagerness to jump right in and adapt to the dynamic needs of our team at Sun Life.
How to prepare for a job interview at Sun Life
✨Get Hands-On with Financial Tools
Being in financial controlling means you’ll likely be working with various software like Excel, Power BI, or even SAP. Make sure you brush up on these tools and prepare to discuss your experience using them. Being able to reference specific projects or analyses where you employed these programs will definitely give you an edge.
✨Prepare for Technical Financial Questions
Expect scenario-based questions where you might need to analyse financial statements or suggest budgetary strategies during the interview. Practising common financial concepts like variance analysis or cost control measures will not only boost your confidence but also prove your suitability for the role.
✨Show Your Flexibility and Adaptability
As this is a temporary position, the interviewers will want to see that you can hit the ground running. Be sure to highlight any previous short-term roles or projects where you successfully adapted to new environments quickly – this will showcase your readiness to tackle challenges head-on.
✨Highlight Your Commitment to Precision
In financial controlling, attention to detail is absolutely crucial. Be ready to provide examples from your past work that demonstrate your ability to spot discrepancies and ensure accuracy in financial reporting. Your precision could be the factor that sets you apart in a temporary role like this one!
