Trainee Financial Adviser

Exchange Street Claims & Financial Services

Posted 10 days ago, valid for 12 days

York, North Yorkshire YO60, England

£20,000 - £24,000 per annum

Full Time

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Frustrating isn’t it? All that hard work getting level 4 exams. The time, the cost, the missed social events. You took it to develop your career only to see your attempts at using it as an adviser stifled. Wouldn’t it be nice to find a company that can offer a structured career path? The support to match your ambitions. One that will fund exams. 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 15 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.You will be level 4 qualified. It would be great if you had industry experience (mortgages/financial planning admin or paraplanner etc) but if you are level 4 qualified and have no direct experience you'll still be of interest. The starting salary is £30,000 - £32,000 with an uplift when you get CAS.But that's not all. There are also three bonus schemes. The first to reward you for doing the right things (client care/retention/file quality), not bringing in sales (£750 - £1,250/month). The second a scheme that rewards your ability to grow assets under management. The third an uplift on the second. That's £9,000 - £15,000 a year WITHOUT sales bonus so whichever way you look at it it's £40,000 - £47,000 in year one. With the support, training and structure to advise straightaway. And what better way to learn than doing? Your induction will be 4 weeks on site in Newcastle. After that 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. 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.

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