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Trainee Financial Adviser

Exchange Street Claims & Financial Services
Posted 14 hours ago, valid for a day
Location

Hartlepool, Durham TS26 0PX

Salary

£13,500 - £15,000 per annum

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The company is seeking Level 4 qualified advisers, offering a structured career path and support for professional growth.
  • The starting salary ranges from £30,000 to £32,000, with the potential to earn between £43,500 and £45,500 in the first year including bonuses.
  • Candidates are not required to have prior industry experience, making it suitable for individuals transitioning from different careers or those with relevant backgrounds such as mortgage/protection advisers or paraplanners.
  • The onboarding process includes a comprehensive four-week training course and ongoing supervision until Competent Adviser Status is achieved.
  • The role allows for hybrid or remote work options after induction, contributing to a positive work-life balance in a stable and growing business.
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:
  • A starting salary of £30,000 - £32,000 
  • 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) 
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 NEEDLevel 4 status via the CII, LIBF or CISI. It's as simple as that. 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. -------------------------------------------------------------------------------------- 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.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.