Trainee Financial Adviser - exams funded

Posted 5 days ago by Exchange Street Financial Services
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Frustrating isn’t it? You know you have the talent to be a financial planner but can't find a business that will give you the chance.

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, either now or in the future.

If you are level 4 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 have the support of a dedicated support 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.

If you aren't level 4 qualified then there's still a pathway for you. The firm will fund you through your exams and you'll spend time on the admin and paraplanning teams. Once you're qualified (18-24 months) you'll make the move across to advice.

The starting salary for level 4 applicants is up to £25,000, moving to £28,000 when you get CAS (typically within 6-9 months). 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 grow assets 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 (you'll be earning c£40,000 overall).

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.

Click apply. We will be in touch to discuss.

Required skills

  • Financial Planning

Reference: 42358249

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