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- Tasks: Support clients as a financial adviser, building trust and developing new business.
- Company: Join a national firm dedicated to training and supporting financial advisers.
- Benefits: Enjoy a competitive salary, bonuses, hybrid work options, and top-notch technology.
- Why this job: Gain access to clients and resources while working in a positive, growth-focused environment.
- Qualifications: Must have 2 years post-CAS experience and Level 4 qualifications.
- Other info: Flexible working arrangements with occasional travel to Newcastle.
The predicted salary is between 36000 - 38000 £ per year.
Salary/Rate: To £62,750 + benefits + bonus
You can\’t be a great financial planner if you don\’t sit in front of enough clients.
You don\’t hone your craft. You aren\’t challenged. You\’re not given the resources to be a success.
That won\’t happen at this business.
Here you don\’t need to self-generate or find clients. Your diary will be full of new cash investment meetings and annual reviews. And you\’ll have full paraplanning and admin support to make sure you spend time doing what you love – speaking to clients.
And because of this you\’ll have the opportunity to earn consistently high earnings, ranging from £60,000 – £90,000 per annum. This is made up of:
- A starting salary of £38,000 – £50,000 (depending on experience/qualifications/performance)
- 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)
- A sales bonus typically worth £7,000 – £36,000 per annum
It’s worth noting though that there are no monthly sales targets/expectations.
You’ll also get:
- Life cover
- Medical cash plan for you and your family
- Pension
- Enhanced maternity, paternity and adoption leave
- 25 days holiday (increasing to 28 days with service)
You can work from home or on a hybrid basis. If you’re remote the company will pay for you to attend monthly events (travel/accommodation).
THE COMPANY
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 50 to ensure existing clients continue to get an excellent level of service.
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 40 advisers already who had no previous financial planning advice experience.
Imagine how good they’ll be for you. 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 at least 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 once a month. This will be expensed.
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.
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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 with other financial advisers in your area, especially those who may have connections to the firm. Attend local finance events or webinars to meet potential colleagues and learn more about the company culture.
✨Tip Number 2
Research the firm's client acquisition strategy and be prepared to discuss how you can contribute to maintaining and enhancing client relationships during your interview. Show that you understand their approach and are ready to align with it.
✨Tip Number 3
Familiarise yourself with the latest financial planning technologies that the firm uses. Being knowledgeable about these tools will demonstrate your readiness to hit the ground running and provide excellent service to clients.
✨Tip Number 4
Prepare specific examples from your previous experience that highlight your ability to build trust with clients and manage their financial needs. This will help you stand out as a candidate who can seamlessly integrate into their existing team.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a financial adviser, especially your post-CAS experience. Emphasise any achievements or skills that align with the job description, such as client care and retention.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are the perfect fit for this role. Mention your passion for financial planning and how you would benefit from the support and structure offered by the firm. Be sure to express your eagerness to develop and grow within the company.
Highlight Relevant Qualifications: Clearly state your Level 4 qualifications in your application. If you have any additional certifications or training that could enhance your candidacy, make sure to include those as well.
Show Enthusiasm for the Role: In both your CV and cover letter, convey your enthusiasm for the opportunity to work with clients and develop your career. Mention how the structured environment and support from the firm align with your professional goals.
How to prepare for a job interview at Exchange Street Claims ltd
✨Showcase Your Experience
Make sure to highlight your two years of post-CAS experience as a financial adviser. Be prepared to discuss specific cases where you've successfully managed client relationships and provided valuable financial advice.
✨Understand the Company Structure
Familiarise yourself with the company's unique business model, especially how they acquire clients from retiring advisers. This will show that you are genuinely interested in their operations and how you can fit into their team.
✨Emphasise Teamwork
Since you'll be joining an existing team, it's important to demonstrate your ability to work collaboratively. Share examples of how you've contributed to team success in previous roles and how you plan to support your new colleagues.
✨Prepare Questions
Have a list of thoughtful questions ready to ask during the interview. Inquire about the training process, the technology you'll be using, and how the company supports its advisers in building client relationships. This shows your eagerness to learn and grow within the role.