Job Description You can’t become a great financial planner if you’re not seeing enough clients. No real development. 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. KPI/compliance bonus: £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 Out-performance comes from being busy, thorough and diligent. Life cover Medical cash plan (family included) Pension Enhanced parental leave 25 days holiday (rising to 28) Hybrid or remote working This is a national firm that acquires client banks from retiring advisers. The training and onboarding is structured and proven. Willingness to travel to Newcastle once a month -------------------------------------------------------------------------------
Financial Adviser - Retirement Planning in Middlesbrough 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
