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For Companies At a Glance
- Tasks: Support clients with financial planning and build lasting relationships.
- Company: A national firm dedicated to developing financial advisers and providing client access.
- Benefits: Competitive salary, bonuses, hybrid work options, and structured training.
- Why this job: Join a growing business that invests in your career and offers excellent support.
- Qualifications: 2 years of experience as a financial adviser and Level 4 qualifications.
- Other info: Great career pathway with opportunities for self-employment in the future.
The predicted salary is between 36000 - 38000 £ per year.
Salary/Rate: To £50,750 + benefits + bonus
Things haven’t quite gone to plan, have they?
You love being a financial planner, but you’re at a stage in your career where you need support. You need access to clients and 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 expecting you to find them yourself.
This firm will do all of that.
This national business buys clients from 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 receive excellent service. You’ll build trust with them and develop new business. You’ll have access to top technology and support from a dedicated customer care team. Your time will be spent with clients, not admin.
Long-term, you’ll have the option to move into a self-employed role with a firm that offers some of the best splits available. Three team members have already \’graduated\’. But that choice is yours.
In the meantime, you’ll receive a proper income. In year one, you’ll earn £48,750 – £50,750, excluding sales bonuses. By year two, this will increase to around £53,000 annually, also excluding bonuses.
This remuneration package works as follows:
- A starting salary of £36,000 – £38,000 (depending on experience)
- A KPI/compliance bonus (focused on client care, retention, and file quality, not sales) that adds £12,750 in year one (and £15,000 from year two onwards)
Once established, there’s also a sales bonus, allowing you to earn additional income as new client investments are made.
Regarding onboarding and training, you couldn’t ask for a better, more structured environment. It has trained over 30 advisers with no previous financial planning experience. They’ll be excellent resources for you.
After your induction, you can choose to work on a hybrid basis or from home, with office visits once or twice a month.
If you apply, you’ll join a profitable, growing business with a strong track record of staff development and a positive work environment. It offers one of the best career pathways in the industry.
WHAT YOU\’LL NEED
You should have around 2 years of post-CAS experience as a financial adviser/planner with suitable Level 4 qualifications.
Depending on your location, you’ll be hybrid or remote, with travel to Newcastle once or twice a month. It’s ideal if you’re based 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 address that later.
Everyone will receive a response.
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Financial Adviser 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
✨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 introduce you to someone at a firm that’s hiring.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios specific to financial advising. We recommend role-playing with a friend or using online resources to get comfortable discussing your experience and how you can add value to potential clients.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows professionalism and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application. Plus, we’re always looking for passionate advisers like you to join our growing team!
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Show Your Passion for Financial Planning: When writing your application, let your enthusiasm for financial advising shine through. We want to see how much you love helping clients and guiding them through their financial journeys.
Highlight Relevant Experience: Make sure to showcase your 2 years of post-CAS experience clearly. We’re looking for someone who has the right qualifications and can hit the ground running, so don’t hold back on your achievements!
Tailor Your CV and Cover Letter: Customise your CV and cover letter to reflect the job description. We appreciate when applicants take the time to align their skills with what we’re looking for, so make it personal and relevant!
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’re considered for this fantastic opportunity. Plus, it’s super easy!
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 performance indicators (KPIs) related to client care and retention, as these will be crucial in the interview. Be ready to discuss how you've used these metrics in your previous roles.
✨Showcase Your Client Relationship Skills
This role is all about building trust with clients. Prepare examples from your past experiences where you successfully developed client relationships. Highlight how you’ve maintained client satisfaction and retention, as this aligns perfectly with what the firm values.
✨Familiarise Yourself with the Firm's Structure
Understand the firm's business model, especially their approach to onboarding clients from retiring advisers. This knowledge will show that you’re genuinely interested in the company and its operations, which can set you apart from other candidates.
✨Prepare Questions About Development Opportunities
Since the firm offers a structured environment for growth, come prepared with questions about training and career progression. Ask about the support they provide for new advisers and how they help you transition into a self-employed role if that’s your goal. This shows you’re thinking long-term and are serious about your career.
