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For Companies At a Glance
- Tasks: Help clients with financial planning and build lasting relationships.
- Company: Join a national firm dedicated to developing your career in finance.
- Benefits: Enjoy a competitive salary, bonuses, and flexible working options.
- Why this job: Be part of a supportive team with excellent resources and growth opportunities.
- Qualifications: You need 2 years of experience and level 4 qualifications in financial advising.
- Other info: Work hybrid or remotely, with occasional office visits in Newcastle.
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, access to clients, and direction.
In short, you need a business to invest in you, providing structure and resources to develop your career. A firm that pays a salary and brings clients to you, rather than expecting you to find them yourself.
This firm will do all of that.
This national business acquires 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 ongoing excellent service for current clients. You’ll build trust 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 on admin.
Long-term, you’ll have the option to move into a self-employed role with a firm offering some of the best commission splits. Three team members have already made this transition. However, this is optional.
Meanwhile, you’ll receive a solid income. In the first year, you’ll earn between £48,750 and £50,750, excluding sales bonuses. By the second year, this will increase to around £53,000 annually, also excluding sales bonuses.
This remuneration package includes:
- 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) adding up to £12,750 in year one and £15,000 from year two onwards
Once established, there’s also a sales bonus as you acquire new clients and grow client investments.
The onboarding and training are highly structured. The firm has trained over 30 advisers with no prior financial planning experience. They are excellent resources for your development.
After induction, you can work on a hybrid basis or remotely, with office visits once or twice a month.
If you apply, you’ll join a profitable, growing company 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
Approximately 2 years post-CAS experience as a financial adviser/planner with suitable level 4 qualifications.
Depending on location, you’ll be hybrid or remote, with travel to Newcastle 1-2 times a month. Ideally, you are based in the North or Midlands.
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Ready to become the adviser you aspire to 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 with other financial advisers and professionals in your area. Attend industry events or local meetups to build connections that could lead to referrals or insights about the role.
✨Tip Number 2
Research the company thoroughly. Understand their values, client acquisition strategies, and the technology they use. This knowledge will help you tailor your conversations during interviews and demonstrate your genuine interest.
✨Tip Number 3
Prepare to discuss your experience with client care and retention. Since the role focuses on maintaining existing clients, be ready to share specific examples of how you've successfully built trust and relationships in your previous roles.
✨Tip Number 4
Consider your long-term career goals and how this position aligns with them. Be prepared to articulate your aspirations during the interview, especially if you're interested in the potential transition to a self-employed role.
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 qualifications and skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your desire for support and development. Mention how you can contribute to the firm's success and your eagerness to build trust with clients.
Highlight Client Management Skills: In your application, focus on your ability to manage client relationships effectively. Provide examples of how you've built trust and developed new business in previous roles.
Showcase Adaptability: Since the role offers hybrid or remote working options, mention your adaptability and experience in different working environments. This will demonstrate your readiness for the flexible nature of the position.
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 Firm's Structure
Familiarise yourself with the firm's 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 of over 40 advisers, it's crucial to demonstrate your ability to work collaboratively. Share examples of how you've contributed to team success in previous roles.
✨Prepare Questions
Have a list of thoughtful questions ready to ask during the interview. Inquire about the onboarding process, training opportunities, and the support available for new advisers. This shows your eagerness to grow within the company.
