At a Glance
- Tasks: Support clients as a financial adviser and build trust while developing new business.
- Company: A national firm dedicated to investing in your growth and success.
- Benefits: Competitive salary, bonuses, remote work options, and structured training.
- Other info: Flexible working environment with excellent career development opportunities.
- Why this job: Join a supportive team and make a real impact on clients' financial futures.
- Qualifications: 2 years of experience as a financial adviser with level 4 qualifications.
Things haven’t quite gone to plan have they? You love being a financial planner but you’re at the stage of your career where you need support. You need access to clients. You need direction. In short you need a business to invest in you and provide the structure and resources for you to develop. One that pays a salary and puts clients in front of you - not expect you to find them yourself. This firm will do all of that.
This national business buys clients from its retiring advisers. Those clients need an adviser. And that adviser will be you. You’ll join an existing team of over 40 to ensure existing clients continue to get an excellent level of service. And you’ll build trust with them, developing new business along the way. You’ll get access to some of the best technology on the market and have the support of a dedicated customer care function. Your time will be with clients, not admin.
Long-term you’ll have the option of moving into a self-employed role with a firm that pays some of the best splits available. Three of the team have "graduated" already. But that choice is yours. In the meantime you'll get a proper income. In year one you'll earn £48,750 - £50,750 and that's without a sales bonus. By year two that will be up to £53,000 per annum without sales bonus.
It's a unique remuneration package that works like this:
- A starting salary of £36,000 - £38,000 (depending on experience)
- 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)
- Once you're up and running there's also a sales bonus where you earn additional income as new client monies are invested.
In terms of onboarding and training you couldn't ask for a better, more structured environment. It is one that has trained and developed over 30 advisers already who had no previous financial planning advice experience. Imagine how good they’ll be for you.
After your induction you can either work on a hybrid basis or from home, going into the office once or twice a month. If you apply, you’ll work for a profitable, growing business. One with a track record of staff development and a positive work environment. And one with one of the best pathways around.
WHAT YOU'LL NEED
You’ll have around 2 years post-CAS experience as a financial adviser/planner with suitable level 4 qualifications. Depending on location you’ll either be hybrid or remote with travel to Newcastle 1-2 times a month. So it’s best if you’re in The North or Midlands.
Feel ready to become the adviser you know you can be? Click apply and we'll be in touch. If you don't have an up to date CV don't worry, we can come to that later. Everyone will receive a response.
Remote Financial Adviser in Southampton employer: Exchange Street Claims & Financial Services
Join a forward-thinking national firm that prioritises your growth as a Remote Financial Adviser. With a structured onboarding process, access to a dedicated customer care team, and cutting-edge technology, you'll spend your time building client relationships rather than managing admin tasks. Enjoy a competitive salary with unique bonuses, a supportive work culture, and the opportunity for career progression in a thriving environment.
Contact Details:
Exchange Street Claims & Financial Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Remote Financial Adviser in Southampton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for new opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Get social! Use platforms like LinkedIn to showcase your expertise and connect with potential employers. Share insights, engage with industry content, and don’t be shy about reaching out to companies directly.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advising. Show off your knowledge and how you can bring value to their team. Remember, confidence is key!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we’re all about making the process smooth and straightforward for you. Don’t hesitate, take that step today!
We think you need these skills to ace Remote Financial Adviser in Southampton
Some tips for your application 🫡
Show Your Passion:Let us see your enthusiasm for financial planning! In your application, share why you love being a financial adviser and how this role aligns with your career goals. We want to know what drives you!
Tailor Your CV:Make sure your CV reflects the skills and experience that match our job description. Highlight your post-CAS experience and any relevant qualifications. A tailored CV shows us you’re serious about joining our team!
Be Clear and Concise:When writing your application, keep it straightforward. Use clear language and avoid jargon. We appreciate a well-structured application that gets straight to the point – it makes it easier for us to see your potential!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Exchange Street Claims & Financial Services
✨Know Your Numbers
As a financial adviser, you’ll need to demonstrate your understanding of financial metrics and client management. Brush up on key performance indicators (KPIs) relevant to the role, such as client retention rates and compliance standards. Being able to discuss these confidently will show that you’re ready to hit the ground running.
✨Showcase Your Client Relationship Skills
This role is all about building trust with clients. Prepare examples from your past experience where you successfully managed client relationships or resolved issues. Highlighting your interpersonal skills will reassure the interviewers that you can maintain the excellent level of service they expect.
✨Familiarise Yourself with Their Technology
The firm offers access to some of the best technology on the market. Do a bit of research on the tools and software they use in their operations. Mentioning your familiarity with similar systems or your willingness to learn new technologies can set you apart from other candidates.
✨Ask Insightful Questions
Interviews are a two-way street. Prepare thoughtful questions about the firm's approach to client care, team dynamics, and professional development opportunities. This not only shows your genuine interest in the role but also helps you assess if the company aligns with your career goals.
