At a Glance
- Tasks: Meet clients and provide expert financial advice with full support.
- Company: Join a growing national business focused on client care.
- Benefits: Earn up to £80,000, enjoy 25 days holiday, and flexible working options.
- Other info: Structured training environment with excellent career development opportunities.
- Why this job: No need to find clients; focus on what you love - advising clients.
- Qualifications: Level 4 qualifications and post-CAS experience required.
The predicted salary is between 56000 - 80000 £ per year.
You can't be a great financial planner if you don't sit in front of enough clients. You don't hone your craft. You aren't challenged. You're not given the resources to be a success. But that doesn't stop the pressure you're put under. That won't happen at this business. Here you don't need to self-generate or find clients. Your diary will be full of new cash investment meetings and annual reviews. And you'll have full paraplanning and admin support to make sure you spend time doing what you love - speaking to clients.
Because of this, you'll have the opportunity to earn consistently high earnings, ranging from £56,000 - £80,000 per annum. This is made up of a base income of £49,400 - £59,400 which works like this:
- A starting salary of £35,000 - £45,000 (depending on experience/qualifications/performance)
- A KPI/compliance bonus (client care/retention/file quality, not bringing in sales) that adds £1,200 per month (if joining with CAS) or £14,400 over the course of the year
- There is also a sales bonus (but no monthly sales targets/expectations) which has a 25% quarterly uplift if the wider team hits its quarterly target. This bonus is typically £600-£2,000 per month, hence the overall earnings of up to c£80,000.
You’ll also get:
- Life cover
- Medical cash plan for you and your family
- Pension
- Enhanced maternity, paternity and adoption leave
- 25 days holiday (increasing to 28 days with service)
- You can work from home or on a hybrid basis.
THE COMPANY: 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 50 to ensure existing clients continue to get an excellent level of service. 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 40 advisers already who had no previous financial planning advice experience. Imagine how good they’ll be for you. 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 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 once a month. NB - second interviews will also take place in Newcastle.
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.
Financial Advisor in Edinburgh employer: Exchange Street Financial Services
This company stands out as an exceptional employer for Financial Advisors, offering a supportive environment where you can focus on client engagement without the pressure of self-generating leads. With a structured onboarding process, comprehensive training, and a commitment to employee development, you will thrive in a positive work culture that values your growth and well-being. Enjoy competitive earnings, generous benefits, and the flexibility of hybrid working arrangements, all while being part of a profitable and expanding national business.
Contact Details:
Exchange Street Financial Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Edinburgh
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisors and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Practice your pitch! You’ll want to be able to clearly articulate your experience and what makes you a great fit for the role. Role-play with friends or family, or even in front of a mirror. Confidence is key when you’re sitting in front of potential employers.
✨Tip Number 3
Research the company inside out. Know their values, mission, and recent news. This will not only help you tailor your conversations but also show that you’re genuinely interested in being part of their team. Plus, it’ll give you some great talking points during interviews!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we’re all about making the process as smooth as possible for you. So, hit that apply button and let’s get you started on this exciting journey!
We think you need these skills to ace Financial Advisor in Edinburgh
Some tips for your application 🫡
Show Your Passion for Financial Planning:When writing your application, let us see your enthusiasm for financial advising. Share why you love helping clients and how you’ve honed your skills in the field. We want to know what drives you!
Tailor Your CV to the Role:Make sure your CV highlights relevant experience and qualifications that match our job description. We’re looking for someone with post-CAS experience, so don’t forget to emphasise that in your application!
Keep It Clear and Concise:We appreciate a straightforward approach. Keep your application clear and to the point, focusing on your key achievements and skills. This helps us quickly see why you’d be a great fit for our team.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, we’ll get back to everyone, so you won’t be left hanging.
How to prepare for a job interview at Exchange Street Financial Services
✨Know Your Numbers
As a financial advisor, you need to be comfortable discussing figures. Brush up on your knowledge of financial products and market trends. Be ready to explain how you can help clients achieve their financial goals using specific examples from your past experience.
✨Showcase Your Client-Centric Approach
This role is all about client relationships. Prepare to discuss how you've built rapport with clients in the past. Share stories that highlight your ability to listen, understand their needs, and provide tailored advice. This will show that you’re not just about numbers but also about people.
✨Understand the Company Culture
Research the company’s values and mission. They pride themselves on staff development and a positive work environment. Be prepared to discuss how your personal values align with theirs and how you can contribute to their team dynamic.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare thoughtful questions about the onboarding process, team structure, and support systems they have in place. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
