Trainee financial advisor Work, Jobs in Appleton, Chs (with Salaries)

Trainee Debt Advisor/Financial Services Advisor
Angel Advance —Warrington
- From £25,000 a year
- Overtime
- Hybrid work
- Customer service
- Data entry
- Financial services
- Free parking
- Store discount
Quick apply
8d
Trainee Mortgage Advisor
Love Mortgages —Chester
- £30,000 - £35,000 a year
- Full-time
- CRM software
- Customer service
- IT
- Free parking
Quick apply
7d
Trainee Mortgage Advisor
Dragon Finance —Sale
- £25,000 - £35,000 a year
- Full-time
- Basic maths
- Financial services
- Free parking
- Health & wellbeing programme
Quick apply
Talent Acquisition Advisor
Thompsons Solicitors —Manchester
- £27,625 - £29,636 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- University
- Annual leave
- Employee assistance programme
Manager – Innovation and R&D
Menzies LLP —Manchester
- Full-time
- Hybrid work
- Business development
- Communication skills
- Tax experience
Tax Senior Manager - Large Corporate/ International Tax Specialist
Cooper Parry —Manchester
- Full-time
- Remote
- Tax experience
Employment Tax Senior Manager
Cooper Parry —Manchester
- Full-time
- Remote
- Mentoring
- Communication skills
- Tax experience
Senior Associate - Corporate/Commercial Law
Markel Law LLP —Manchester
- Full-time
- Hybrid work
- Leadership
- Flexible schedule
Quick apply

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Trainee Mortgage Advisor
Love Mortgages —Chester
A full driving license and access to your vehicle may be advantageous. Achieving agreed-upon sales targets while maintaining the highest standards of advice and…
£30,000 - £35,000 a year
Quick apply
7d
Trainee Mortgage Advisor
Dragon Finance —Sale
Maintain strong business levels for qualified advisors. Pre-qualification of enquiries with the objective of converting into full mortgage appointments.
£25,000 - £35,000 a year
Quick apply

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Trainee Debt Advisor/Financial Services Advisor

Angel Advance -
Warrington

Quick apply

Job details

Full-time
From £25,000 a year
8 days ago

Benefits

Free parking
Store discount
Health & wellbeing programme
Annual leave
Company pension
Work from home
Employee discount
On-site parking

Qualifications

Customer service
GCSE
Data entry
Financial services
Communication skills

Full job description

Trainee Debt Advisor

What's in it for you:

Salary: £25,000 per annum + Bonus potential

Progression: £26,500 basic upon successful completion of training + realistic OTE £32,500

Location: Birchwood, Warrington (WA3 7PB) – office based, hybrid working (Maximum 2 Days a week) available after probation/training

Hours & shift pattern: 37.5 hours per week, Monday–Friday

3 shifts: 9:00am–5:00pm
2 shifts: 11:00am–7:00pm
1 Saturday in 4 rota (paid overtime)

This role includes a rotating shift pattern, so applicants should be comfortable working a mix of early and later weekday shifts.

Looking to build a career in financial services and genuinely help people?

We’re looking for a Trainee Debt Advisor to join our growing team in Birchwood, Warrington.

This role is ideal for someone with experience in financial services or customer service, who enjoys speaking to customers, solving problems and wants to develop into a regulated financial role with genuine career progression.

You’ll receive full training and support to become a qualified Debt Advisor, helping customers take back control of their finances while building a long-term career in a growing sector.

What’s in it for you?

£25,000 starting salary
Progression to Debt Advisor (£26,500 basic + realistic OTE £32,500) following training and competency sign-off
Structured training and coaching programme
Hybrid working available following successful training period
25 days annual leave + bank holidays
Company pension
Health & wellbeing programme
Employee discounts
Free parking
Friendly and supportive team environment
Regular team socials

About the role

As a Trainee Debt Advisor, you’ll support customers who are experiencing financial difficulty and help them understand their available options.

You’ll:

Speak with customers by phone, email and SMS regarding their financial situation
Gather information and complete affordability assessments
Support applications and follow up with customers throughout the process
Recommend suitable debt solutions based on customer circumstances and eligibility
Deliver customer outcomes that are clear, fair and not misleading
Learn to work within a regulated debt-advice environment with ongoing coaching and support

What we’re looking for:

Essential

Minimum 1 year experience in financial services and/or customer service (phone-based experience preferred)
Comfortable speaking with customers over the phone and building rapport
Strong written communication skills (email/SMS)
Able to multitask, prioritise workload and work to deadlines
GCSE Maths & English (or equivalent)
Must be able to reliably commute to Birchwood, Warrington (WA3)

Ideal experience (not essential)

Experience in any of the following would be beneficial:

Financial services
Banking or insurance
Collections or arrears
Affordability/vulnerability/customer support
Debt advice or regulated environments
Target or KPI-driven roles

Job Type: Full-time

Pay: From £25,000.00 per year

Benefits:

Company pension
Employee discount
Free parking
Health & wellbeing programme
On-site parking
Store discount
Work from home

Education:

GCSE or equivalent (required)

Experience:

Customer service: 1 year (required)
Financial services: 1 year (required)

Location:

Warrington WA3 7PB (preferred)

Work Location: In person

Quick apply

Refine Your Search

trainee financial advisor jobs in appleton, chs

Trainee Debt Advisor/Financial Services Advisor

Trainee Mortgage Advisor

Trainee Mortgage Advisor

Talent Acquisition Advisor

Manager – Innovation and R&D

Tax Senior Manager - Large Corporate/ International Tax Specialist

Employment Tax Senior Manager

Senior Associate - Corporate/Commercial Law

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