Trainee financial advisor Work, Jobs in London, Eng (with Salaries)

Trainee Debt Advisor
TOYNBEE HALL —London
- £28,000 a year
- Full-time
- Travel
- IT
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
2d
Trainee Tax Advisor
Vcotax Ltd —London
- £29,000 - £34,000 a year
- Full-time
- Microsoft Excel
- Customer service
- English
Quick apply
14d
Graduate Corporate Tax Trainee (ACA/CTA)
Saffery —London
- Bachelor's degree
- Tax experience
- Profit sharing
- Annual leave
3d
Trainee Mortgage Advisor
PRIMIS Mortgage Network —London
- £50,000 a year
- Part-time
- Remote
TRAINEE PARAPLANNER
PPSL —Reigate
- £30,000 - £40,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
Quick apply
3d
AAT Trainee Accountant Apprenticeship
Menzies LLP —Woking
- £25,000 a year
- Hybrid work
- English
- Accounting
- IT
- Employee assistance programme
Investment Graduate
deVere Group —London
- £15,000 - £45,000 a year
- Full-time
- Remote
- Financial services
Quick apply
12d
Incentives/Employment Associate
Freshfields —London
- Business development
- Project management
- IT
Executive Assistant
Freshfields —London
- Full-time
- Microsoft Powerpoint
- Microsoft Outlook
- Microsoft Office
Executive Assistant - People & Reward (12m FTC)
Freshfields —London
- Full-time
- Microsoft Powerpoint
- Microsoft Outlook
- Microsoft Office
Experienced Associate- Accounting Advisory (CAAS)
BPM LLP —London
- Full-time
- Hybrid work
- Accounting
- Accounting
- Life insurance
23h
Audit Assistant Manager, Not
Saffery —London
- Full-time
- Hybrid work
- Microsoft Word
- Accounting
- Organisational skills
- Profit sharing
- Annual leave
Business Tax Manager (Financial Services)
haysmacintyre —London
- Microsoft Word
- Microsoft Excel
- Communication skills
Senior Practice Technology Analyst
Ropes & Gray LLP —London
- Project management
- Bachelor's degree
- IT
Senior Legal Project Manager
Charles Russell Speechlys —London
- Full-time
- Hybrid work
- Project management
- Mentoring
- Organisational skills
Audit Senior Associate – Creative, Media & Technology
haysmacintyre —London
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Business Development Manager
Ropes & Gray LLP —London
- Business development
- Project management
- Bachelor's degree
Mortgage advisor (Self-Employed)
Gordon Blair Financial Services —London
- £60,000 - £80,000 a year
- Full-time
- Hybrid work
- Basic maths
- Financial services
- Communication skills
- Work from home
- Referral programme
Quick apply
Audit Senior Associate – Social Purpose
haysmacintyre —London
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
3d
Corporate Associate / Senior Associate
Gateley —London
- Hybrid work
- Negotiation
- Annual leave
- Employee assistance programme

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Trainee Debt Advisor

TOYNBEE HALL -
London

Quick apply

Job details

Full-time
£28,000 a year
2 days ago

Benefits

Cycle to work scheme
Season ticket loan
Annual leave
Company pension
Employee assistance programme
Enhanced maternity leave
Enhanced paternity leave
Life insurance
Sick pay

Qualifications

IT
Communication skills

Full job description

About Toynbee Hall

Based in the East End of London since 1884, Toynbee Hall is a charity working alongside people facing poverty, injustice, and inequality to build a fairer East London. We provide vital advice and support, working in partnership to tackle unfairness and ensure everyone has an equal chance to thrive.

Scope of Role

The Traineeship will last for 12 months. This role involves gaining practical experience by observing and participating in interviews to understand clients’ financial problems, researching options, and helping clients make informed decisions. The role includes structured classroom-based learning, supervised practice, and mandatory secondments across partner advice agencies in London.

Key Responsibilities

1. Accurate, Effective, and Individually Tailored Advice

Work under supervision to observe and learn how to provide effective debt advice, including interviewing clients, researching options, and empowering clients to make informed decisions.

2. Detailed Case Records

Assist in maintaining detailed case records, ensuring all work meets auditing and quality standards, and meets funder requirements.

3. Training and Development

Complete a structured training programme within the six-month period, covering technical debt advice, client management, and financial regulations. During the initial training period, trainees will be expected to attend intensive classroom-based training and supervised learning activities four to five days per week. Additional training will be based on shadowing, on-site learning, tests, external training courses, etc.

4. Teamwork

Be an active member of the team, identifying opportunities for your development and contributing to collective goals.

5. Travel

Travel across London is required, including attendance at partner organisations, advice sites, and mandatory secondment placements across London boroughs.

Following the initial training period, the role will require a minimum of four days per week working from Toynbee Hall or partner office locations. One additional working day from home may be agreed where there is a suitable home-working environment and this aligns with operational requirements.

6. Other

Undertake additional tasks as delegated by Management.

Person Specification

1. Experience and Skills

Willingness to work towards obtaining an accredited qualification in debt advice.
Basic IT and telephone skills, and ability to use an online-based Client Management System (CMS) to deliver advice across multiple channels and maintain case records.
Ability to give and receive feedback objectively and sensitively.
Ability to work as part of a team and be open to receiving feedback and learning from others.
Ability to build and maintain positive relationships with all staff members.
Excellent written and verbal communication skills.
Competence in handling sensitive information with discretion and maintaining confidentiality.
Ability to handle and support vulnerable clients with empathy and sensitivity, ensuring their needs are appropriately addressed.

2. Personal Attributes

High level of professionalism and integrity.
Ability to work independently and proactively without supervision.
Capacity to remain calm and effective under pressure, adopting a “find a solution, no blame” attitude.
Open-minded, inclusive, and collaborative approach, seeking fresh and alternative perspectives.
Commitment to empowering others by sharing knowledge and enabling action.
Strong alignment with Toynbee Hall’s mission, strategy, and values.
Willingness to participate in training and develop further understanding in areas such as safeguarding.
Willingness to work from our advice locations to shadow experienced advisors in both face-to-face and call centre settings.

Desirable Criteria

Previous experience of giving advice (not necessarily debt advice).
Ability to speak more than one language.

Our Benefits

Annual Leave

25 days of annual leave, plus 3 additional days for our Christmas shutdown (on top of bank holidays)
After 2 years: +3 extra days of leave.
After 3 years: +1 additional day.
After 5 years: A total of 30 days annual leave, plus the 3-day Christmas shutdown.

Pension

Standard Life Pension Scheme – Employer contribution: 4%, Employee contribution: 5%

Additional Perks & Support

Enhanced Sick Pay for peace of mind during illness
Enhanced Maternity & Paternity Leave to support growing families
Employee Eyecare Vouchers to support your vision health
Employee Assistance Programme for free, confidential advice and support
Mental Health First Aid to ensure workplace well-being
Tenancy Deposit Scheme to help secure your home
Interest-Free Season Ticket Loan for cost-effective commuting
Cycle to Work Scheme to promote a healthier, greener way to travel
Charity Mentoring Network to support professional development and networking
Westfield Health Cash Plan to cover your healthcare needs specified in the Policy
Perk Box
Life Insurance

Quick apply

Refine Your Search

trainee financial advisor jobs in london, eng

Trainee Debt Advisor

Trainee Tax Advisor

Graduate Corporate Tax Trainee (ACA/CTA)

Trainee Mortgage Advisor

TRAINEE PARAPLANNER

AAT Trainee Accountant Apprenticeship

Investment Graduate

Incentives/Employment Associate

Executive Assistant

Executive Assistant - People & Reward (12m FTC)

Experienced Associate- Accounting Advisory (CAAS)

Audit Assistant Manager, Not

Business Tax Manager (Financial Services)

Senior Practice Technology Analyst

Senior Legal Project Manager

Audit Senior Associate – Creative, Media & Technology

Business Development Manager

Mortgage advisor (Self-Employed)

Audit Senior Associate – Social Purpose

Corporate Associate / Senior Associate

I want to receive the latest job alerts for trainee financial advisor in london, eng

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