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- Tasks: Support clients with financial planning and build lasting relationships.
- Company: A national firm dedicated to developing financial advisers with a positive culture.
- Benefits: Competitive salary, bonuses, hybrid work options, and excellent training.
- Why this job: Join a growing business that invests in your career and offers real client access.
- Qualifications: 2 years of experience as a financial adviser and level 4 qualifications.
- Other info: Structured onboarding with a focus on staff development and career progression.
The predicted salary is between 36000 - 38000 £ per year.
Salary/Rate: To £50,750 + benefits + bonus
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. 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.
Financial Adviser in Edinburgh employer: Exchange Street Claims ltd
Contact Detail:
Exchange Street Claims ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser in Edinburgh
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that perfect role.
✨Tip Number 2
Practice your pitch! You need to be able to sell yourself just as well as you sell financial products. Prepare a short, engaging summary of your experience and what you bring to the table, so you can impress in any conversation.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to showcase your skills and connect with potential employers. Share insights about the financial industry to position yourself as a knowledgeable candidate.
✨Tip Number 4
Don’t forget to apply through our website! We’re here to support you every step of the way, and applying directly can give you an edge. Plus, we’ll make sure to get back to you, no matter what!
We think you need these skills to ace Financial Adviser in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects your experience as a financial adviser. Highlight your qualifications and any relevant achievements that align with what we’re looking for. A tailored CV shows us you’re serious about the role!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Share your passion for financial planning and how you can contribute to our clients' success.
Showcase Your Client Management Skills: Since we value client relationships, make sure to mention any experience you have in managing client portfolios or providing excellent customer service. We want to see how you build trust and rapport 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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Exchange Street Claims ltd
✨Know Your Numbers
As a financial adviser, you’ll need to demonstrate your understanding of financial concepts and metrics. Brush up on key financial principles, recent market trends, and any relevant regulations. Being able to discuss these confidently will show that you’re not just qualified but also passionate about the field.
✨Showcase Your Client Relationship Skills
This role is all about building trust with clients. Prepare examples from your past experiences where you successfully managed client relationships or resolved issues. Highlight your communication skills and how you ensure clients feel valued and understood.
✨Understand the Company’s Unique Offerings
Research the firm’s approach to client acquisition and support. Be ready to discuss how their model of buying clients from retiring advisers aligns with your career goals. Showing that you understand their business model will demonstrate your genuine interest in the position.
✨Prepare Questions That Matter
Interviews are a two-way street. Prepare thoughtful questions about the company culture, training processes, and growth opportunities. This not only shows your enthusiasm but also helps you gauge if this is the right fit for you. Remember, you’re looking for a business that invests in you too!
