- 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 4 days ago, valid for 15 days
York, North Yorkshire YO60, England

£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 starting salary between £30,000 and £32,000.
- In the first year, total earnings can reach £43,500 to £45,500, including a KPI/compliance bonus.
- Candidates are encouraged to have Level 4 status via CII, LIBF, or CISI, but industry experience is not mandatory.
- The role includes extensive training, with a four-week residential course and ongoing support until achieving Competent Adviser Status.
- The company provides a stable work environment and opportunities for career advancement, including the potential to transition to a self-employed role.