Trainee Financial Services Exec
CV-LibraryNE1, Newcastle upon Tyne, Tyne & WearcontractPosted: 29 July 2026
Apply NowLocation: 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
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