Job Description
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
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If you want to become the adviser you know you can be, click apply.
No up-to-date CV? Don't worry, we can deal with that later.
Everyone gets a response.
Financial Adviser in Glasgow employer: Exchange Street Claims & Financial Services
As a leading firm in the claims management sector, we pride ourselves on fostering a supportive and dynamic work culture that empowers our employees to excel. With a focus on professional development and a commitment to work-life balance, our remote positions offer flexibility while allowing you to manage high-value domestic claims across the vibrant Leeds and Yorkshire regions. Join us to be part of a team that values your expertise and provides ample opportunities for growth and advancement.
Contact Details:
Exchange Street Claims & Financial Services Recruitment Team