Trainee Financial Adviser

2 weeks ago

Newcastle Upon Tyne, United Kingdom Exchange Street Financial Services Full time

**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 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 havethe 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, or on the way to being. It would be great if you had industry experience (mortgages/financial planning admin or paraplanner etc) but if you are part-qualified off your own back and have no direct experience you'll still beof interest.

The starting salary is up to £25,000, moving to £28,000 when you get CAS. There are also two bonus schemes. The first to reward you for doing the right things, not bringing in sales (up to £500/month). The second a scheme that rewards your ability to growassets under management. You switch to the income target when you’re ready. So you can be sure you’ll earn good levels of bonus in year one.

**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.

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