- A starting salary of £30,000 - £32,000Â
- 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)Â
Back to searchFrustrating 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:
Trainee Financial Adviser
Exchange Street Claims & Financial Services
Posted 11 hours ago, valid for a day
Newcastle Upon Tyne, Northumberland NE19 2BG, England
£13,500 - £15,000 per annum
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
- This job opportunity is for a financial adviser position with a starting salary of £30,000 - £32,000, plus bonuses that can increase total earnings to £43,500 - £45,500 in the first year.
- Candidates are required to have Level 4 status via the CII, LIBF, or CISI, although prior industry experience is not mandatory.
- The company offers a structured onboarding process, including a four-week residential training course and ongoing support until achieving Competent Adviser Status.
- Employees can work in a hybrid model or from home, with minimal office attendance required.
- This role is designed for individuals looking to develop a long-term career in financial advising, with opportunities for self-employment and high commission splits in the future.