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For Companies At a Glance
- Tasks: Join a team to provide excellent financial advice and build client relationships.
- Company: Work for a growing, profitable firm focused on staff development and positive culture.
- Benefits: Enjoy a competitive salary, bonuses, hybrid work options, and structured training.
- Why this job: This role offers career growth, client access, and a supportive environment for aspiring advisers.
- Qualifications: Must have 2 years of experience as a financial adviser and Level 4 qualifications.
- Other info: Flexible working arrangements available; support for CV updates provided.
The predicted salary is between 36000 - 53000 £ per year.
Salary/Rate:
To £50,750 in year 1 and to £53,000 in year 2 + bonus
Overview
You love being a financial planner but are at a stage where you need support, access to clients, and direction. You need a business to invest in you, providing structure and resources to develop your career—offering a salary and client leads, not expecting you to find them yourself.
This firm provides all of that.
This national business acquires clients from retiring advisers, who then need an adviser. That adviser will be you.
Your Role
You’ll join an existing team of over 40 to ensure ongoing excellent service for current clients, building trust and developing new business. You’ll have access to top technology and dedicated support staff, focusing your time on clients rather than admin.
Long-term, you may choose 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, but it’s optional.
Compensation
In the first year, you\’ll earn between £48,750 and £50,750, excluding sales bonuses. By the second year, this will increase to up to £53,000 annually, also 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 onwards
Additionally, there’s a sales bonus based on new client investments, providing further income.
Training & Working Environment
You’ll benefit from a structured onboarding program that has successfully trained over 30 advisers with no prior financial planning experience. Post-induction, you can choose to work hybrid or from home, with office visits once or twice a month.
About the Company
You’ll be working for a profitable, growing business with a strong record of staff development and a positive work environment, offering excellent career pathways.
Requirements
You should have around 2 years of post-CAS experience as a financial adviser/planner, with suitable Level 4 qualifications. Location-wise, being in the North or Midlands is preferred due to travel requirements (1-2 times a month to Newcastle). Depending on your location, a hybrid or remote working arrangement is possible.
Next Steps
If you’re ready to become the adviser you aspire to be, click apply, and we’ll be in touch. Don’t worry if your CV isn’t up to date; we can assist with 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 may have transitioned from employed to self-employed roles. They can provide insights into the company culture and what it takes to succeed in this position.
✨Tip Number 2
Familiarise yourself with the latest financial planning technologies that the firm uses. Being knowledgeable about these tools can give you an edge during discussions with the hiring team.
✨Tip Number 3
Prepare to discuss your approach to client care and retention, as these are key performance indicators for the role. Think of specific examples from your experience that demonstrate your ability to build trust and maintain client relationships.
✨Tip Number 4
Research the company's history and their approach to staff development. Being able to articulate why you want to work for them specifically will show your genuine interest and commitment to growing within their structure.
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 management and financial planning.
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 team and why this firm’s structure appeals to you.
Highlight Relevant Qualifications: Clearly state your Level 4 qualifications and any additional certifications that may enhance your application. This will demonstrate your commitment to professional development and compliance in the financial sector.
Showcase Your Client Relationship Skills: In your application, provide examples of how you've built trust and maintained relationships with clients in the past. This is crucial for the role, so make sure to illustrate your ability to deliver excellent service.
How to prepare for a job interview at Exchange Street Claims ltd
✨Know Your Numbers
As a financial adviser, it's crucial to be well-versed in financial metrics and industry standards. Brush up on key figures related to client retention, investment returns, and your previous performance metrics to demonstrate your expertise.
✨Showcase Your Client Relationship Skills
This role emphasises building trust with clients. Prepare examples of how you've successfully managed client relationships in the past, focusing on your communication skills and ability to understand client needs.
✨Understand the Company’s Structure
Familiarise yourself with the company's business model, especially their approach to acquiring clients from retiring advisers. This knowledge will show your genuine interest in the firm and how you can contribute to their success.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities in real-life financial situations. Think through potential scenarios you might face as an adviser and how you would handle them, showcasing your analytical skills and decision-making process.
