At a Glance
- Tasks: Engage with clients, provide financial advice, and manage investment meetings.
- Company: A growing national business focused on client care and adviser development.
- Benefits: Earn up to £80,000, enjoy flexible working, and receive comprehensive benefits.
- Other info: Structured training environment with excellent career progression opportunities.
- Why this job: Join a supportive team and focus on what you love - helping clients succeed.
- Qualifications: Level 4 financial 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.
And 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 Slough 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'll thrive in a culture that values your growth and well-being, all while enjoying competitive earnings and generous benefits in a hybrid working model.
Contact Details:
Exchange Street Financial Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Slough
✨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 explain your experience and what makes you a great fit for the role. Role-play with friends or family to get comfortable talking about your skills and how they align with the company’s needs.
✨Tip Number 3
Research the company inside out! Know their values, mission, and recent news. This will not only help you in interviews but also show your genuine interest in the role. Plus, it gives you some great talking points to impress them!
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application and get noticed. Don’t forget to follow up after applying; a quick email can keep you on their radar and show your enthusiasm for the position.
We think you need these skills to ace Financial Advisor in Slough
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 can make a difference in their financial journeys. This will help us understand your motivation and fit for the role.
Highlight Relevant Experience:Make sure to showcase your post-CAS experience and any relevant qualifications. We want to know how your background aligns with what we’re looking for, so don’t hold back on detailing your achievements and skills in financial planning.
Tailor Your Application:Don’t just send a generic application! Take the time to tailor your CV and cover letter to our specific job description. Mention how our supportive environment and client-focused approach resonate with your career goals.
Keep It Professional Yet Personal:While we appreciate a friendly tone, remember to keep your application professional. Use clear language and structure, but feel free to inject a bit of your personality. We want to get to know the real you, so let that shine through!
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 key financial concepts and be ready to explain how you can help clients manage their investments. This shows your expertise and builds trust.
✨Showcase Your Client-Centric Approach
This role is all about client relationships. Prepare examples of how you've successfully built rapport with clients in the past. Highlight your communication skills and how you prioritise client needs over sales pressure.
✨Understand the Company Culture
Research the company’s values and mission. Be prepared to discuss how your personal values align with theirs. This demonstrates that you’re not just looking for any job, but that you genuinely want to be part of their team.
✨Prepare Questions
Interviews are a two-way street. Prepare thoughtful questions about the onboarding process, team dynamics, and support systems. This shows your interest in the role and helps you assess if it’s the right fit for you.
