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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 supporting your growth as a financial adviser.
- Benefits: Enjoy a competitive salary, bonuses, and flexible hybrid working options.
- Why this job: Be part of a supportive team with excellent training and career progression opportunities.
- Qualifications: Must have 2 years of experience and Level 4 qualifications in financial advising.
- Other info: No need for an updated CV; everyone will receive a response.
The predicted salary is between 36000 - 50750 £ per year.
Salary/Rate: To £50,750 + benefits + bonus
Are things not going as planned?
You love being a financial planner, but you’re at a stage in your career where you need support, access to clients, and direction. You need a business to invest in you, providing structure and resources for your development—paying a salary and providing clients, not expecting you to find them yourself.
This firm offers 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 existing clients receive excellent service, build trust, and develop new business. You’ll have access to top technology and a dedicated customer care team, focusing your time 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 split arrangements. Three team members have already made this transition, but this is optional.
In the meantime, you’ll receive a competitive income. In year one, you’ll earn £48,750 – £50,750, excluding sales bonuses. By year two, this could increase to £53,000 annually without 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 £12,750 in year one and £15,000 from year two onwards
Once operational, there’s also a sales bonus for new client investments.
Training and onboarding are highly structured, having trained over 30 advisers with no prior financial planning experience. They’ll be great resources for you.
After induction, you can work on a hybrid basis or from home, with office visits once or twice a month.
By joining, you’ll work for a profitable, growing business with a strong staff development record, a positive environment, and excellent career pathways.
REQUIREMENTS
You should have around 2 years of post-CAS experience as a financial adviser/planner with suitable Level 4 qualifications.
Depending on your location, you’ll be hybrid or remote, with travel to Newcastle 1-2 times a month. Ideally, you’re based in the North or Midlands.
Feel ready to realize your potential as an adviser? Click apply, and we’ll be in touch. No up-to-date CV? No worries, we can handle 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 to self-employment. They can provide insights into the firm and share their experiences, which could give you an edge during the interview.
✨Tip Number 2
Familiarise yourself with the latest financial planning technologies that the firm uses. Being knowledgeable about these tools will demonstrate your commitment to providing excellent client service and your readiness to hit the ground running.
✨Tip Number 3
Prepare to discuss how you would build trust with clients and maintain strong relationships. Think of specific examples from your past experience that highlight your ability to deliver exceptional client care.
✨Tip Number 4
Research the firm's values and culture. Understanding their approach to client care and staff development will help you align your answers during the interview, showing that you're a great fit for their 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. Focus on your post-CAS experience and any specific achievements that demonstrate your ability to build client relationships and provide excellent service.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are interested in this position and how your skills align with the company's needs. Mention your experience with client care and your desire for professional development within a supportive environment.
Highlight Relevant Qualifications: Clearly state your Level 4 qualifications and any additional certifications that may be relevant to the role. This will help the employer see that you meet their requirements right away.
Show Enthusiasm for Development: Express your eagerness to grow within the company and take advantage of the structured training and onboarding process. Mention how you value the opportunity to work in a positive environment with strong career pathways.
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 your interest in their operations and how you can fit into their existing team.
✨Emphasise Teamwork and Client Care
Since the role involves working within a team of over 40, be ready to discuss your teamwork skills. Share examples of how you've collaborated with others to enhance client service and build trust.
✨Prepare for Questions on Development
The firm offers structured training and development. Be prepared to discuss your career aspirations and how you see yourself growing within the company, including any interest in transitioning to a self-employed role in the future.
