Junior Financial Advisor
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Position Overview & Specifications
Job Type: Full-time
Salary: £20,319 to £30,000 OTE (Three-month probation period; after completion the annual salary will be £21,300 plus generous commission structure)
Hours of work: 10:00am-6:30pm Monday – Thursday and 9:30am-4:30pm Friday
Website: www.waddle.co.uk
Career
Have you ever considered a career in the financially rewarding, fast paced world of life and protection insurance? If the answer is yes, then our Junior Financial Advisor role at Waddle Insurance could be the perfect fit for you.
The ideal candidate will be fresh out of university or looking for a new and exciting career in the world of insurance and protection, no experience is needed as full training will be provided.
Here at Waddle Insurance, as we undergo a stage of growth, we are looking to expand our team of Junior Financial Advisors.
We offer extensive training throughout your career at Waddle Insurance with an intensive training process to get you ready for life at Waddle Insurance. This is done via one-to-one sessions with your manager, including sales training on the office floor with your team. Meaning you will have plenty of time absorb and learn all insurance product information before you even pick up the phone!
Career progression opportunities to the role of Senior Financial Advisor and other roles are available and we are always looking for our team to strive to do their best and gain industry standard qualifications.
The Company
This is an exciting time to join a fast growing, fully advised and independent insurance company based in Swansea.
You will be based in a modern, high spec office environment within the busy area of Uplands Swansea.
Key responsibilities for a Junior Financial Advisor
* Take incoming calls
* Learn and understand the unique process at Waddle Insurance
* Educate our clients as first point of contact
* Document handling
* Maintain a high level of customer service and professional development
* Manage your workload effectively
* Make sure the client is fully aware of the benefits of our service and work closely with the Senior Financial Advisers to ensure an effective handover.
Your key skills as a Junior Financial Advisor
* The ability to problem solve
* Attention to detail
* Professional attitude
* A dynamic thinker who can follow procedures but also able to think outside the box
* A good team player
* The ability to work under pressure and to deadlines
Why Work for Us
Our workplace culture is very important to us here at Waddle Insurance and there are many benefits to working for us, such as:
*Casual dress
*Early finish on Fridays
*Work Anniversaries and Birthday celebrations
*Company Events
*Company Events
*Free Food Days
*Dog friendly offices
*Onsite gym and fitness instructor
*Company pension
*28 days holidays
*Christmas office shut down
Click for more information regarding our benefits and company culture - https://uk.indeed.com/cmp/Waddle-Insurance/photos
All recruitment will be conducted through indeed, please don't contact the company directly.
Job Types: Full-time, Permanent
Salary: £20,319.00-£30,000.00 per year
Benefits:
- Casual dress
- Company events
- Discounted or free food
- On-site gym
Schedule:
- Monday to Friday
Supplemental pay types:
- Commission pay
Education:
- GCSE or equivalent (preferred)
Work Location: In person
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
United Kingdom Right to Work & Skilled Worker Visa Guide
Employment in the United Kingdom requires legal Right to Work verified under the Home Office Points-Based Immigration System:
Sponsoring employers must hold an active Home Office A-rated Sponsor License and assign a valid Certificate of Sponsorship (CoS). Role must meet the general minimum salary threshold (£38,700) or occupation going rate.
Continuous employment under Skilled Worker status establishes eligibility for Indefinite Leave to Remain (ILR) after 5 continuous years, leading to British Citizenship.
Candidate Preparation Blueprint: General
Based on transatlantic hiring benchmarks for Junior Financial Advisor roles across Waddle Insurance's corporate sector, successful applicants typically excel across three core dimensions:
Demonstrated portfolio evidence, architecture/system design case studies, or validated professional certifications directly applicable to General.
STAR method competency responses highlighting cross-functional leadership, conflict resolution, and delivering measurable enterprise ROI under tight timelines.
Total compensation expectation aligned within the benchmarked £20,319 - £30,000 bracket, including retirement vesting and health parity.
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