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- Tasks: Support clients as a financial adviser, building trust and developing new business.
- Company: Join a national firm dedicated to investing in your growth and success.
- Benefits: Enjoy a competitive salary, bonuses, hybrid work options, and top-notch technology.
- Why this job: Be part of a supportive team with a strong focus on staff development and client care.
- Qualifications: Must have 2 years post-CAS experience and level 4 qualifications.
- Other info: Work remotely with occasional travel to Newcastle; everyone receives a response.
The predicted salary is between 38700 - 50850 ÂŁ per year.
Salary/Rate: To ÂŁ50,750 + 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 ÂŁ12,750 to your pay in year one (and ÂŁ15,000 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 other financial advisers and professionals in the industry. Attend local finance-related events or webinars to meet potential colleagues and mentors who can provide insights into the role and the company culture.
✨Tip Number 2
Research the company thoroughly. Understand their values, client base, and the technology they use. This knowledge will help you tailor your conversations during interviews and demonstrate your genuine interest in joining their team.
✨Tip Number 3
Prepare to discuss your previous experience in 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 provided excellent service in your past roles.
✨Tip Number 4
Consider your long-term career goals and be prepared to discuss them. The company offers a pathway to self-employment, so think about how this aligns with your aspirations and be ready to articulate your vision during the interview.
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 for the position and your commitment to professional development.
Show Enthusiasm for Client Care: In your application, express your passion for providing excellent client service. Discuss how you plan to build trust with clients and contribute to their financial well-being, as this is a key aspect of 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
Research the firm’s business model, especially how they acquire clients from retiring advisers. This will show your interest in their operations and help you articulate how you can fit into their existing team.
✨Prepare Questions About Support and Development
Since the role emphasises support and development, come prepared with questions about the training programmes and resources available. This demonstrates your eagerness to grow within the company.
✨Emphasise Client Care Skills
Given that the role focuses on maintaining excellent client service, 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.