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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 structured 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 experience as a financial adviser and Level 4 qualifications.
- Other info: Work remotely with occasional office visits; great career progression opportunities await!
The predicted salary is between 36000 - 50750 £ 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 of your career where you need support. You need access to clients and guidance.
In short, you need a business to invest in you and provide the structure and resources for your development. One that pays a salary and provides clients—without 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, develop new business, and have access to top technology and dedicated support staff. 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 commission splits. Three team members have already made this transition. This choice is yours.
In the meantime, you’ll receive a solid income. In year one, expect £48,750 – £50,750, excluding sales bonuses. By year two, this could rise to £53,000 annually, again excluding 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 £12,750 in year one and £15,000 from year two onward
Once established, there is also a sales bonus for new client investments, providing additional income.
The onboarding and training are highly structured, having trained over 30 advisers with no previous financial planning experience. They’ll be great resources for your development.
After 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 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 work hybrid or remotely, with travel to Newcastle 1-2 times a month. It’s ideal if you’re 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 your CV isn’t up to date, don’t worry—we can update it 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 may have transitioned to self-employment. They can provide insights into the company culture and what it takes to succeed in this role.
✨Tip Number 2
Familiarise yourself with the latest financial planning technologies and tools that the firm uses. Being knowledgeable about these can give you an edge during discussions with potential employers.
✨Tip Number 3
Prepare to discuss your client management strategies and how you build trust with clients. This is crucial for a role where you'll be taking over existing clients and developing new business.
✨Tip Number 4
Research the firm's history of staff development and success stories. Being able to reference specific examples during your conversation can demonstrate your genuine interest in their growth opportunities.
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 and Level 4 qualifications. Use keywords from the job description to demonstrate that you meet their requirements.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are passionate about financial planning and how this role aligns with your career goals. Mention your desire for support and development, as well as your ability to build trust with clients.
Showcase Your Skills: In your application, emphasise your client care skills, retention strategies, and any experience with compliance. Highlight how you can contribute to the existing team and enhance client service.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial sector.
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 Teamwork and Support
Since the role involves working within a team of over 40 advisers, be ready to discuss your experiences in collaborative environments. Highlight how you can contribute to maintaining excellent service for current clients.
✨Prepare Questions About Development Opportunities
The firm offers structured onboarding and training, so come prepared with questions about these processes. This demonstrates your eagerness to learn and grow within the company, which is crucial for your long-term success.
