At a Glance
- Tasks: Advise clients on long-term investments and manage their financial portfolios.
- Company: Dynamic financial advisory firm with a transparent and supportive culture.
- Benefits: Competitive salary, car allowance, profit share, and ongoing income from inherited clients.
- Other info: Clear career progression plan with excellent support and resources.
- Why this job: Earn a solid income while helping clients secure their financial futures.
- Qualifications: Experience in financial advising and strong client relationship skills.
The predicted salary is between 44775 - 54725 £ per year.
You tell your clients to invest for the long term.
Do you follow the same advice when it comes to your career?
At this company there's no validation to earn bonus and you get 10% on all your ongoing.
Not bad when you'll inherit £90,000 - £105,000 of ongoing in year one.
Plus your salary (£45,000), plus car allowance (£3,600) and company profit share (£1,800).
Put simply, before writing any new business, year-one earnings should be around £60,000 once salary, car allowance, profit share and inherited ongoing income are included.
Any new business sits on top and pays at 15%, again with no validation.
As for new business, this is a firm with realistic expectations.
They have a £20,000pa "target" but you still earn bonus on everything up to £20,000.
And given the client book you'll inherit it won't be a problem for you to write a lot more than that (c£60,000 the year before last).
The salary is a starting point, not a ceiling.
The firm has introduced a career journey plan giving you a clear overview of what you need to do to rise through the ranks.
And as you grow so will your salary.
And it's as transparent and accountable as you can get.
They've got a great handle on support too.
You'll have someone on hand to sort valuations and schedule meetings/reviews.
And they have someone on hand for all queries relating to their client system.
You'll have a buddy and a dedicated manager.
Ther...
Independent Financial Adviser (IFA) employer: Exchange Street Claims & Financial Services
Join a forward-thinking company that values your growth as a Remote Trainee Financial Adviser. With a structured training programme, competitive salary, and the opportunity to build your own client base, you'll thrive in a supportive environment that prioritises employee development and work-life balance. Enjoy the flexibility of hybrid or remote work while being part of a dynamic team dedicated to delivering exceptional client service.
Contact Details:
Exchange Street Claims & Financial Services Recruitment Team
