At a Glance
- Tasks: Provide expert financial advice to clients with full support from the team.
- Company: National firm focused on client service and adviser development.
- Benefits: Competitive salary, bonuses, life cover, medical plan, and 25+ days holiday.
- Other info: Structured training and proven onboarding for your success.
- Why this job: No sales pressure means you can focus on what matters - your clients.
- Qualifications: Level 4 qualified with current CAS and willingness to travel monthly.
The predicted salary is between 1200 - 1200 £ per month.
You can’t become a great financial planner if you’re not seeing enough clients. No volume = no progress. No challenge. No real development. But the pressure to perform is still there. At this company, it’s different. You won’t need to self-generate. Your diary will be filled with new investment meetings and annual reviews, and you’ll have full paraplanning and admin support behind you. So you can focus on what actually improves your performance - spending time with clients. And when that’s in place, the earnings follow.
You’ll typically earn between £56,000 – £80,000, made up of:
- Base salary: £35,000 – £45,000
- KPI/compliance bonus: £1,200 per month (£14,400 per year)
- Sales bonus: typically £7,000 – £24,000
- Quarterly bonus: if the division hits its quarterly target, you get a 40% uplift on your quarterly bonus
Importantly, there are no monthly sales targets. Out-performance comes from being busy, thorough and diligent.
You’ll also get:
- Life cover
- Medical cash plan (family included)
- Pension
- Enhanced parental leave
- 25 days holiday (rising to 28)
- Hybrid or remote working
THE COMPANY
This is a national firm that acquires client banks from retiring advisers. Those clients need advice and you’ll be the one giving it. You’ll join a team of 50+ advisers focused on servicing an existing client base properly. The training and onboarding is structured and proven. They’ve developed over 40 advisers from scratch. Given you'll already have experience, you’ll be stepping into a system that works.
WHAT YOU’LL NEED
- Current CAS (or within the last 6 months)
- Level 4 qualified
- Willingness to travel to Newcastle once a month
If you want to become the adviser you know you can be, click apply. Everyone gets a response.
Financial Adviser in Manchester employer: Exchange Street Claims & Financial Services Careers
As a leading player in the claims handling sector, our company offers a dynamic and supportive work environment that prioritises employee development and well-being. With a strong focus on exceptional customer service and compliance, we provide our team with comprehensive training and growth opportunities, all while enjoying the flexibility of remote work from the vibrant city of Leeds. Join us to be part of a collaborative culture that values your expertise and encourages professional advancement.
Contact Details:
Exchange Street Claims & Financial Services Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Manchester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Exchange Street Claims & Financial Services Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Adviser in Manchester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Exchange Street Claims & Financial Services Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Exchange Street Claims & Financial Services Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Exchange Street Claims & Financial Services Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Exchange Street Claims & Financial Services Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Exchange Street Claims & Financial Services Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Exchange Street Claims & Financial Services Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
