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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 new financial advisers.
- Benefits: Competitive salary, bonuses, hybrid work options, and excellent training.
- Why this job: Join a supportive team and grow your career in financial advising.
- Qualifications: 2 years of experience as a financial adviser and level 4 qualifications.
- Other info: Opportunity for career progression and a positive work environment.
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 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. For established advisers that is worth a four figure amount each month.
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.
How to apply:
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 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! 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 never know when you'll meet someone who could help you land a job. Have a clear and concise explanation of who you are, what you do, and what you're looking for in your next role.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to showcase your skills and connect with potential employers. Share relevant content and engage with others in the financial planning community to get noticed.
✨Tip Number 4
Apply through our website! We make it easy for you to find the right opportunities. Plus, we’re here to support you every step of the way, so don’t hesitate to reach out if you need any help during your job search.
We think you need these skills to ace Financial Adviser
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 can bring that passion to our team. A genuine interest in helping clients will make you stand out.
Tailor Your CV: Make sure your CV reflects the skills and experience we’re looking for. Highlight your post-CAS experience and any relevant qualifications. We want to see how you can fit into our supportive environment and contribute to our clients' success.
Be Clear and Concise: When writing your application, keep it straightforward. Use clear language and avoid jargon. We appreciate a well-structured application that gets straight to the point, showing us exactly why you’re the right fit for this role.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it makes the process smoother for everyone involved.
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 figures related to client retention, compliance, and the financial products you’ll be discussing. Being able to reference specific numbers during your interview will show that you’re not just knowledgeable but also prepared.
✨Showcase Your Client-Centric Approach
This role is all about building trust with clients. Prepare examples from your past experience where you’ve successfully managed client relationships or resolved issues. Highlight how you prioritise client needs and ensure they receive excellent service, as this aligns perfectly with what the firm values.
✨Familiarise Yourself with the Firm’s Structure
Do your homework on the company’s business model and how they support their advisers. Understand their onboarding process, technology, and client acquisition strategies. This knowledge will help you articulate why you’re a good fit and how you can leverage their resources to succeed.
✨Prepare Questions That Matter
Interviews are a two-way street. Prepare thoughtful questions that reflect your interest in the role and the company. Ask about their training programmes, the support structure for new advisers, and how success is measured. This shows you’re serious about your career development and want to make the most of the opportunity.
