At a Glance
- Tasks: Advise clients on long-term investments and manage their financial portfolios.
- Company: Dynamic financial advisory firm with a transparent career progression plan.
- Benefits: Competitive salary, car allowance, profit share, and generous holiday entitlement.
- Other info: Remote work flexibility and comprehensive support from the IFA team.
- Why this job: Inherit clients and earn while you grow your career in a supportive environment.
- Qualifications: Level 4 qualified financial planner with 2+ years of advisory experience.
The predicted salary is between 55000 - 60000 £ per year.
You tell your clients to invest for the long term. Do you follow the same advice when it comes to your career? At this company, there's no validation to earn a bonus and you get 10% on all your ongoing. Not bad when you'll inherit £110,000 of ongoing in year one and a further £100,000 in 2027. Plus your salary (£45,000), plus car allowance (£3,600) and company profit share (£1,800). Put simply, before writing any new business, year-one earnings should be around £55,000‑£60,000 once salary, car allowance, profit share and inherited ongoing income are included. Any new business sits on top and pays at 15%, again with no validation. Given you're inheriting clients from retiring planners, there is clearly opportunity here for new business without having to start from scratch.
The salary is a starting point, not a ceiling. The firm has introduced a career journey plan giving you a clear overview of what you need to do to rise through the ranks. And as you grow so will your salary. And it's as transparent and accountable as you can get. They've got a great handle on support too. You'll have someone on hand to sort valuations and schedule meetings/reviews. And they have someone on hand for all queries relating to their client system. You'll have a buddy and a dedicated manager. There's a proper induction (expensed). Plus the support of the wider IFA team who are always on hand to help.
You will work on a remote basis and will have control over whether you see clients face to face or via video technology.
Benefits- Monthly mileage
- Company mobile phone and laptop
- 33 days holiday (including BH)
- Christmas shutdown paid off (typically the 3 working days between Boxing Day and New Year). This does not come off holiday allowance
- Enhanced bereavement leave policy
- Death in Service benefit 3 x salary or £100k, whichever is greater
- Profit share scheme (discretionary, but last 2 years, has been 4% of basic salary as a bonus)
- UNUM wellbeing app – access to discounts at hundreds of retailers, such as Marks and Spencer’s, Sainsbury, etc., as well as access for you and your family to GP appointments, legal advice, counselling
You'll be a level 4 qualified financial planner (IFA or restricted). You will need CAS and in the region of 2 years+ experience as an adviser. You will enjoy working in an environment where you're empowered. You'll be a self-starter. And you'll have decent technical knowledge across pensions and investments in particular. Clients are largely in the Falkirk region.
Independent Financial Adviser (IFA) in Falkirk employer: Exchange Street Claims ltd
This company stands out as an exceptional employer for Independent Financial Advisers, offering a transparent and rewarding compensation structure that includes a competitive salary, generous profit share, and the unique opportunity to inherit a substantial client base. With a strong focus on employee growth through a clear career journey plan, comprehensive support systems, and a flexible remote working environment, it fosters a culture of empowerment and collaboration, making it an ideal place for those seeking meaningful and fulfilling careers in financial advising.
Contact Details:
Exchange Street Claims ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Adviser (IFA) in Falkirk
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Exchange Street Claims ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Independent Financial Adviser (IFA) in Falkirk
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Exchange Street Claims ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Exchange Street Claims ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Exchange Street Claims ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Exchange Street Claims ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Exchange Street Claims ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Exchange Street Claims ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
