- A starting salary of £30,000 - £32,000 (depending on experience)
- A KPI/compliance bonus (client care/retention/file quality, not bringing in sales) that adds £12,750 to your pay in year one (and £15,000 from year two onwards)Â
Trainee Financial Adviser
Exchange Street Claims & Financial Services
Posted 12 days ago, valid for 10 days
Carlisle, Cumbria CA64RR

£12,750 - £15,000 per annum
Full Time
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Sonic Summary
- The job requires a Level 4 qualification via the CII, LIBF, or CISI, with industry experience being beneficial but not mandatory.
- Successful candidates will earn a starting salary of £30,000 - £32,000, with the potential to reach £42,750 - £44,750 in the first year, excluding bonuses.
- In addition to the salary, there is a KPI/compliance bonus that adds £12,750 in the first year and £15,000 from the second year onwards.
- The role offers excellent training and support, including a structured onboarding process and the option to work hybrid or remotely after induction.
- Candidates should be located in the North or Midlands, as travel to Newcastle is required once or twice a month.