Trainee Financial Services Exec

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.