At a Glance
- Tasks: Support clients as a financial adviser and build trust while developing new business.
- Company: A national firm dedicated to your growth and success in financial planning.
- Benefits: Competitive salary, bonuses, remote work options, and structured training.
- Other info: Flexible working with excellent career development opportunities.
- Why this job: Join a supportive team and access clients without the hassle of finding them yourself.
- Qualifications: 2 years post-CAS experience and level 4 qualifications required.
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 Warrington 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 work-life balance. Enjoy a competitive salary with unique bonuses, all while working flexibly from home or hybrid, making this an exceptional opportunity for those looking to advance their financial planning career.
Contact Details:
Exchange Street Claims & Financial Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Remote Financial Adviser in Warrington
✨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 boost your visibility.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advising. We recommend doing mock interviews with friends or mentors to build your confidence and refine your answers.
✨Tip Number 4
Don't forget to 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 let’s get you that dream job!
We think you need these skills to ace Remote Financial Adviser in Warrington
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 bit of personality goes a long way!
Tailor Your CV:Make sure your CV highlights your relevant experience and qualifications. We want to see your journey in financial advising, so don’t forget to mention your post-CAS experience and any achievements that 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 what you can bring to the table. Remember, we’re looking for someone who can communicate well with clients!
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, it shows you’re keen on joining our fantastic team!
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 you stand out as someone who can maintain and grow the existing client base.
✨Familiarise Yourself with the Company
Do your homework on the firm’s values, culture, and the technology they use. Understanding their approach to client care and how they support advisers will allow you to tailor your answers and show that you’re genuinely interested in being part of their team.
✨Prepare Questions for Them
Interviews are a two-way street! Think of insightful questions to ask about their training programmes, support structures, and career progression opportunities. This not only shows your enthusiasm but also helps you gauge if this is the right fit for you.
