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