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Trainee Financial Services Exec

Job Posted: 17 days ago

Salary: £ 26,437 - 26,437 / Annum
Job Type: Contract
Location: NE1, Newcastle upon Tyne, Tyne & Wear

Expire in: 11 days

Job Description

Location: Newcastle upon Tyne
Salary: £26,437 plus a potential contract completion bonus of approximately £3,500
Hours: Monday to Friday, 9:00am–5:00pm
Contract: Fixed-term until the end of March 2027
Start date: 7 September 2026
Working arrangement: Fully office-based

Start your career in financial services

Have you recently finished university, or are you looking to move into financial services from customer service, retail, hospitality, sales or another customer-facing role?

This is an excellent opportunity to join a leading UK wealth management company and gain valuable experience within a professional financial-services environment.

You do not need a degree or previous financial-services experience. Full training will be provided, and we are looking for people with strong communication skills, a positive attitude and the confidence to speak with customers over the telephone.

The position will initially run until the end of March 2027, but strong performers will have a genuine opportunity to be considered for permanent employment.

The role

As a Trainee Financial Services Executive, you will contact existing clients to discuss important matters relating to their accounts and ensure they receive the appropriate support.

Approximately 80% of the role will involve outbound calls, with the remaining 20% covering inbound enquiries and associated administration. These are conversations with existing clients rather than cold sales calls.

Your responsibilities will include:

  * Making outbound calls to existing clients

  * Handling inbound telephone enquiries

  * Listening carefully and explaining information clearly

  * Supporting clients with potentially sensitive or detailed queries

  * Updating customer records accurately

  * Managing follow-up actions and keeping clients informed

  * Working with other departments to resolve enquiries

  * Learning about investments, pensions and financial services

  * Following internal processes and regulatory requirements

Who we are looking for

We would like to hear from you if you:

  * Are confident speaking with people over the telephone

  * Have strong customer service and communication skills

  * Can show empathy, patience and professionalism

  * Are comfortable working in a busy, target-driven environment

  * Have good attention to detail

  * Are confident using computers and learning new systems

  * Are reliable and able to maintain good attendance

  * Want to develop a long-term career in financial services

Previous experience in customer service, retail, hospitality, sales, administration or a contact centre would be helpful, but it is not essential. Applications are equally welcome from university leavers and people looking to change careers.

What’s on offer

  * Salary of £26,437

  * Potential contract completion bonus of approximately £3,500, subject to meeting performance and attendance requirements

  * Monday-to-Friday working hours with no weekends

  * Full training and ongoing support

  * Experience with a leading UK wealth management company

  * Exposure to investments, pensions and financial planning

  * A genuine opportunity for strong performers to secure permanent employment

  * A clear entry route into the financial-services industry

Apply now

If you are a confident communicator and would like the opportunity to begin a career in financial services, apply today with your current CV.

No previous financial-services experience or degree is required

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Trainee Financial Services Exec job near me in NE1, Newcastle upon Tyne, Tyne & Wear! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!