- 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)
Trainee Financial Adviser
Exchange Street Claims & Financial Services
Posted 2 days ago, valid for 17 days
Leeds, West Yorkshire LS14 1DZ

£13,500 - £15,000 per annum
Full Time
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Sonic Summary
- The job offers a structured career path for Level 4 qualified advisers with a salary range of £43,500 - £45,500 in the first year, including bonuses.
- Candidates are required to have Level 4 status via the CII, LIBF, or CISI, while industry experience is not mandatory.
- The role involves joining a team of over 30 advisers to provide excellent client service and develop new business.
- Training includes a four-week residential course and ongoing support until achieving Competent Adviser Status.
- The company promotes a positive work environment and offers options for hybrid or remote work after induction.