Financial Advisor Trainee

About the Position

Financial Advisor Trainee Career

Do Your Due Diligence

• UK Qualified IFAs
• Simple & Transparent Costs
• Clients In Over 35 Countries
• Highly Regulated (FCA, EU)
• 5-Star Google Reviews ⭐️⭐️⭐️⭐️⭐

Disclaimer: The information provided on this website is for informational purposes only and is not intended to be construed as financial advice. Always consult with a qualified and regulated financial adviser before making any investment or financial decisions.

Would you like to book a Free Appointment?

Are You Hiring?

We often hear this question. CJ operates an ongoing recruitment process over recruitment drives. We believe this is the best strategy for attaining high-quality professionals – Advisers search for new opportunities all year round.

We are ambitious – but we are not interested in becoming the largest of anything overnight. Rapid expansion can accelerate short-term growth but risks quality control. Providing high-quality advice is our focus, so we prefer a more measured recruitment approach.

Benefits For New Advisers

Read Our Adviser Charter

• Coaching & Training
  • We’ll train everything you need to know. Inc. years of industry tips.
• Adviser Shadowing
  • Opportunity to learn from a successful Experienced Adviser
• Fixed Protected Salary
  • Starting out is tough. Fixed monthly salary to find your feet.
• Finance Qualifications
  • Cameron James will pay for your RDR Level 4 exams on a pass basis.
• Promotions
  • Your success is our success. Push for our senior positions
• Fully Digitalised
  • All systems and information on your laptop, mobile and tablet.
• Marketing Training
  • Boxing smart. Improving the quality of clients you engage with.
• Adviser Payments
  • On time, every time, no excuses. It’s your money, not ours.
• Transparent Leads
  • Everyone can see the volume and quality of leads to each Adviser.
• Rewarding Ideas
  • Your initiative. Your gain. All leads attributed to your efforts go to you.
• Reputation
  • CJ has an impeccable reputation. Speak with clients in confidence.
• Boutique Firm
  • Regular exposure to senior management. Talent gets noticed.

Should I Apply?

We ask applicants to read this page in full before applying. To gain an idea of where we wish to go in the industry. If you feel in line with our ethos or have more questions, then we look forward to your application.

We will invite you to a first-round CJ interview within 48hrs or provide feedback on why we think CJ is not the right company for you. If you don’t like the sound of CJ, it is also positive. You are closer to finding another employer.

What makes a New Adviser a Good Fit?

• Career-Focused
  • Seeking a long-term career in financial services.
• Determined
  • Good work ethic. Ability to dig deep. Get the ball rolling.
• Recurring Income
  • Want to build a stable income through fee-based advice.
• Education
  • Undergraduate or postgraduate degree
• Work Experience
  • Impressive work experience or entrepreneurship. In lieu of a degree.
• Professional
  • Commitment to RDR qualifications. Irrespective of education.
• Written English
  • Creating interesting content and niche articles.
• Comfortable Talking
  • Find communicating easy. Likeable personality.
• Open Minded
  • Desire to learn new skills. Inbound marketing. Presentations.
• Long-Term View
  • Understand cannot advise instantly. Want to build their knowledge base.

What makes a New Adviser a Bad Fit?

• Short-Termism
  • Industry is a short-term job. Not a long-term career
• Unsettled
  • Prefer to give up and start new things when something is difficult
• Short Term Income
  • Value short-term rewards over long-term income
• Unqualified
  • No degree. No impressive work experience or entrepreneurship.
• Dislike Studying
  • Relieved to have your studying and exam days behind you.
• Resist Change
  • Find ways around change instead of seeing new opportunities.
• Not Your Fault
  • Someone else’s fault. Dislike taking ownership
• Closed Minded
  • No interest in learning inbound marketing strategies.
• Impatient
  • Want to advise instantly. Would find building knowledge frustrating.
• Poor Detail
  • Often miss details. Don’t check your work twice.

Apply Now

Pick a day & time

Just choose when you want to talk and we will setup a free call. It’s that easy.