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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 financial advisers and providing client access.
- Benefits: Enjoy a competitive salary, bonuses, hybrid work options, and top-notch training.
- Why this job: This role offers growth, support, and a chance to make a real impact in clients' lives.
- Qualifications: You need 2 years of post-CAS experience and level 4 qualifications.
- Other info: Work remotely with occasional travel to Newcastle; everyone receives a response to their application.
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.
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.
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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 current financial advisers in your area, especially those who have transitioned into similar roles. They can provide insights about the company culture and what it takes to succeed in this specific position.
✨Tip Number 2
Familiarise yourself with the latest financial planning technologies that the firm uses. Being knowledgeable about these tools will show your commitment to providing excellent client service and your readiness to hit the ground running.
✨Tip Number 3
Prepare to discuss your experience in client care and retention during the interview. Highlight specific examples where you've successfully maintained client relationships, as this is a key focus for the role.
✨Tip Number 4
Research the company's history of staff development and success stories. Being able to reference these during your conversation will demonstrate your genuine interest in growing with the firm and your understanding of their values.
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.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are interested in this specific role and how your background makes you a great fit. Mention your desire for support and structure in your career development.
Highlight Relevant Qualifications: Clearly state your level 4 qualifications and any other certifications that are pertinent to the role. This will demonstrate your readiness and compliance with the requirements.
Show Enthusiasm for Client Care: In your application, express your commitment to providing excellent client service. Share examples of how you've built trust with clients in the past, as this is crucial for the role.
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’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 Client Care Skills
Since the role focuses on maintaining existing clients, be ready to discuss your approach to client care and retention. Share examples of how you've built trust and rapport with clients in the past.
✨Prepare Questions About Development Opportunities
The firm offers a structured environment for growth. Prepare insightful questions about training and development opportunities, as well as the potential pathway to a self-employed role. This shows your ambition and commitment to long-term success.
