At a Glance
- Tasks: Support clients as a financial adviser and build lasting relationships.
- Company: Join a national firm dedicated to your growth and success.
- Benefits: Competitive salary, bonuses, remote work options, and structured training.
- Other info: Work in a positive culture with excellent development pathways.
- Why this job: Make a real impact while enjoying a supportive environment and career progression.
- 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 Swansea 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 wealth of clients, and a supportive team environment, you'll thrive in a culture that values development and rewards dedication. Enjoy a competitive salary with unique bonuses, all while working flexibly from home or in a hybrid model, ensuring you can focus on what you do best – advising clients.
Contact Details:
Exchange Street Claims & Financial Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Remote Financial Adviser in Swansea
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. 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 your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your skills and experience. Engage with relevant content and connect with industry professionals to increase your visibility.
✨Tip Number 3
Practice your pitch! Be ready to explain why you're the perfect fit for the role. Highlight your experience, your passion for financial advising, and how you can contribute to the team’s success.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way, so don’t hesitate to reach out if you have questions.
We think you need these skills to ace Remote Financial Adviser in Swansea
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 you envision growing with our team. A little personality goes a long way!
Tailor Your CV:Make sure your CV highlights your relevant experience and qualifications. We want to see your post-CAS experience and any achievements that showcase your skills as a financial planner. Customising your CV can really make you stand out!
Be Clear and Concise:When writing your application, keep it straightforward. We appreciate clarity, so avoid jargon and get straight to the point about your experience and what you can bring to the table. Less is often more!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, we promise to get back to everyone who applies!
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 concepts and metrics. 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 serious about the position.
✨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 help the interviewers see you as a great fit for their team.
✨Understand the Company’s Structure
Familiarise yourself with the company’s business model and how they support their advisers. Knowing how they acquire clients and the resources they provide can help you articulate why you want to join them and how you can contribute to their success.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the onboarding process, training opportunities, and the company culture. This not only shows your interest but also helps you gauge if this is the right environment for your growth as an adviser.
