At a Glance
- Tasks: Provide expert telephone advice on pensions and retirement planning to clients.
- Company: Exchange Street Claims Ltd, a dynamic financial advisory firm in Manchester.
- Benefits: Earn up to £100,000 with a base salary of £50,000 plus performance bonuses.
- Other info: Enjoy a full diary driven by high conversion rates and excellent career growth.
- Why this job: Join a rewarding role with high earning potential and build lasting client relationships.
- Qualifications: Level 4 qualified and ready to thrive in a structured, commercial environment.
The predicted salary is between 50000 - 100000 € per year.
Exchange Street Claims ltd in Manchester is seeking a motivated financial adviser to provide telephone-based advice on pension and retirement planning. The role promises a full diary driven by high conversion rates, allowing you to build strong client relationships.
You have the potential to earn up to £100,000, including a base salary of £50,000 and performance bonuses. Ideal candidates are Level 4 qualified and comfortable working in a commercially minded and structured environment.
High-Earning Financial Planner – Pension & Retirement Advice employer: Exchange Street Claims ltd
Exchange Street Claims Ltd is an exceptional employer, offering a dynamic work culture in the heart of Manchester where financial advisers can thrive. With a strong focus on employee growth and high earning potential, including a competitive base salary and performance bonuses, we empower our team to build meaningful client relationships while enjoying a structured and commercially driven environment.
StudySmarter Expert Advice🤫
We think this is how you could land High-Earning Financial Planner – Pension & Retirement Advice
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the hunt for a financial planner role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Practice your pitch! When you get that interview, be ready to showcase your skills and experience in pension and retirement advice. We recommend rehearsing common questions and preparing some examples of how you've built strong client relationships in the past.
✨Tip Number 3
Stay organised! Keep track of the jobs you apply for and follow up with a quick email if you haven’t heard back after a week or two. It shows your enthusiasm and keeps you on their radar.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that high-earning financial planner position. Plus, it’s a great way to show you’re serious about joining our team!
We think you need these skills to ace High-Earning Financial Planner – Pension & Retirement Advice
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your Level 4 qualifications and any relevant experience in pension and retirement planning. We want to see how you can bring value to our team, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role at Exchange Street Claims. Share your passion for helping clients with their financial futures and how you thrive in a structured environment.
Showcase Your Communication Skills:Since this role involves telephone-based advice, it's crucial to demonstrate your communication skills in your application. We want to see how you can build strong client relationships, so consider including examples of past experiences where you've excelled in this area.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. This way, we can easily track your application and get back to you quicker. Plus, it shows us that you're proactive and keen to join our team!
How to prepare for a job interview at Exchange Street Claims ltd
✨Know Your Numbers
Make sure you brush up on the latest pension and retirement planning statistics. Being able to discuss current trends and figures will show that you're not just knowledgeable but also passionate about the field.
✨Demonstrate Relationship Building Skills
Since the role involves building strong client relationships, prepare examples of how you've successfully done this in the past. Think about specific situations where your communication skills made a difference.
✨Understand the Company Culture
Research Exchange Street Claims Ltd and their approach to financial advising. Understanding their values and how they operate will help you tailor your answers to fit their culture during the interview.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities in real-life scenarios. Practice answering questions like how you would handle a difficult client or how you would approach a complex pension case.
