Financial Services Trainee

Foxtons; Greater London; Hybrid; GBP 25,000 - 40,000; Full time

Benefits offered by this job

Pension

Wellbeing support

Training and development

Job summary

Alexander Hall in the United Kingdom is offering a Financial Services Trainee role designed to guide you toward a fully qualified Protection Adviser. You will start by helping mortgage clients understand protection needs and arranging appointments for personalised advice.

You will receive comprehensive training, coaching, and a clear career pathway with ongoing professional qualifications support within a market-leading mortgage and protection business.

Qualifications

• Previous sales experience is desirable.
• Strong communication and interpersonal skills with the confidence to engage clients professionally.
• Genuine interest in financial services and helping clients protect what matters most.

Responsibilities

• Contact existing mortgage clients to discuss the importance of financial protection, including Life Insurance, Critical Illness Cover and Income Protection.
• Build strong client relationships and clearly communicate the benefits of reviewing protection arrangements.
• Qualify client needs and arrange appointments with Protection Advisers for detailed consultations.
• Accurately maintain client records and update internal CRM systems.
• Work closely with advisers to ensure a seamless client experience and smooth handover process.

Skills

Strong communication

Interpersonal skills

Self-motivated

Target-driven

Organised

Job description

About The Role

Are you looking to build a rewarding career in financial services? As a Financial Services Trainee, you will play a key role in helping clients understand the importance of protectingthemselves and their families financially.Working closely with our experienced Protection Advisers, you will be the first point of contactfor existing mortgage clients, introducing protection solutions and arranging appointments forpersonalised advice. This role offers a structured development programme designed to support your progression into a fully qualified Protection Adviser.

Key Responsibilities

• Contact existing mortgage clients to discuss the importance of financial protection,including Life Insurance, Critical Illness Cover and Income Protection.
• Build strong client relationships and clearly communicate the benefits of reviewingprotection arrangements.
• Qualify client needs and arrange appointments with Protection Advisers for detailedconsultations.
• Accurately maintain client records and update internal CRM systems.
• Work closely with advisers to ensure a seamless client experience and smooth handoverprocess.
• Develop a strong understanding of protection products, suitability and client outcomes.
• Participate in ongoing training, coaching and development activities to supportprogression towards a qualified advisory role.
• Consistently work towards individual and team performance objectives.

What We Offer

• Comprehensive training and development programme.
• Clear and structured career pathway into a Protection Adviser role.
• Ongoing coaching, mentoring and professional qualifications support.
• Competitive basic salary and uncapped performance-related incentives.
• Supportive and collaborative team environment.
• Access to a wide range of company benefits, including pension and wellbeing support.
• Opportunity to build a long-term career within a market-leading mortgage andprotection business.

About You

Previous sales experience is desirable.

• Strong communication and interpersonal skills with the confidence to engage clientsprofessionally.
• A genuine interest in financial services and helping clients protect what matters most.
• Self-motivated, proactive and target-driven.
• Excellent organisational skills with strong attention to detail.
• Ability to build rapport quickly and manage client conversations effectively.
• A willingness to learn, develop new skills and work towards becoming a qualifiedProtection Adviser.
• Positive attitude and commitment to delivering exceptional customer outcomes.

Career Progression:

This role is designed as the first step in a clear career pathway. Successful candidates will receivethe training, support and practical experience required to progress into a fully qualifiedProtection Adviser, helping clients make informed decisions about their financial protectionneeds.

About The Company

Since 1992, Alexander Hall has been at the forefront of mortgage advice, growing into one of the UK's leading mortgage brokers. Our ethos is built on expert knowledge, cutting-edge technology, and access to exclusive products, ensuring a stress-free and simplified process for our clients. Our commitment to excellence is echoed in our five-star Trustpilot reviews and numerous accolades, cementing our reputation as a trusted advisor in the mortgage landscape.

Embark on a journey where your potential is recognised and nurtured. At Alexander Hall, your career is not just a job; it's a pathway to success, growth, and fulfilment. Join us and be part of a team where excellence is not just pursued, it's achieved.

We are regularly recognised from within our industry and very proud to have been awarded the following accolades over the last period of time;

• BestBroker for Customer Service -L&G Mortgage Awards2024
• Best Broker for Overall Quality –L&G Mortgage Awards 2023
• Best Brokerage –What Mortgage Awards 2022
• Best Broker for First Time Buyers –The British Mortgage Awards 2023
• Best New Build Broker –The British Mortgage Awards 2022

INDHP