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- Tasks: Support clients as a financial adviser, building trust and developing new business.
- Company: Join a national firm dedicated to investing in your growth and success.
- Benefits: Enjoy a competitive salary, hybrid work options, and excellent training resources.
- Why this job: Be part of a supportive team with a strong focus on client care and development.
- Qualifications: Must have 2 years post-CAS experience and level 4 qualifications.
- Other info: Work remotely with occasional travel to Newcastle; everyone receives a response.
The predicted salary is between 36000 - 38000 £ per year.
You can\’t be a great financial planner if you don\’t sit in front of enough clients. You don\’t hone your craft. You aren\’t challenged. You\’re not given the resources to be a success. But that doesn\’t stop the pressure you\’re put under. That won\’t happen at this business. Here you don\’t need to self-generate or find clients. Your diary will be full of new cash investment meetings and annual reviews. And you\’ll have full paraplanning and admin support to make sure you spend time doing what you love – speaking to clients. And because of this you\’ll have the opportunity to earn consistently high earnings, ranging from £60,000 – £90,000 per annum. This is made up of :
- A starting salary of £38,000 – £50,000 (depending on experience / qualifications / performance)
- A KPI / compliance bonus(client care / retention / file quality, not bringing in sales) that adds £12,750 to your pay in year one (and £15,000 from year two onwards)
- A sales bonus typically worth £7,000 – £36,000 per annum
It\’s worth noting though that there are no monthly sales targets / expectations. You\’ll also get :
- Life cover
- Medical cash plan for you and your family
- Pension
- Enhanced maternity, paternity and adoption leave
25 days holiday (increasing to 28 days with ser…
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Financial Adviser employer: Exchange Street Claims & Financial Services
Contact Detail:
Exchange Street Claims & Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network with current financial advisers in your area, especially those who may have transitioned into similar roles. They can provide insights about the company culture and what it takes to succeed in this position.
✨Tip Number 2
Familiarise yourself with the latest financial planning technologies that the firm uses. Showing that you are tech-savvy and can adapt quickly will make you a more attractive candidate.
✨Tip Number 3
Prepare to discuss your experience in client care and retention during the interview. Highlight specific examples where you've successfully built trust and maintained relationships with clients.
✨Tip Number 4
Research the firm's history of staff development and success stories. Being able to reference these during your conversation will demonstrate your genuine interest in growing with the company.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a financial adviser, especially your post-CAS experience. Emphasise any achievements or skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are interested in this specific role and how your background makes you a great fit. Mention your desire for support and structure in your career, as highlighted in the job description.
Highlight Client Relationship Skills: Since the role involves building trust with existing clients, make sure to include examples of how you've successfully managed client relationships in the past. This will demonstrate your ability to provide excellent service.
Show Enthusiasm for Development: Express your eagerness to learn and grow within the company. Mention the structured training environment and how it aligns with your career goals, showing that you are ready to invest in your professional development.
How to prepare for a job interview at Exchange Street Claims & Financial Services
✨Know Your Numbers
As a financial adviser, it's crucial to be well-versed in financial metrics and client management. Brush up on key performance indicators (KPIs) relevant to the role, as this will demonstrate your understanding of the business's expectations.
✨Showcase Your Client Relationship Skills
Since you'll be working with existing clients, be prepared to discuss how you've built trust and maintained relationships in the past. Share specific examples that highlight your ability to provide excellent service and retain clients.
✨Understand the Company’s Structure
Familiarise yourself with the company's business model, especially their approach to client acquisition and support for advisers. This knowledge will help you articulate why you're a good fit for their team and how you can contribute to their success.
✨Prepare Questions
Interviews are a two-way street. Prepare thoughtful questions about the firm's training programmes, technology, and career progression opportunities. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
