Client-Focused Financial Adviser – Hybrid/Remote

Exchange Street Claims ltd; Birmingham; Hybrid; GBP 56,000 - 80,000; Full time

Benefits offered by this job

Life cover

Medical cash plan (family included)

Pension

Enhanced parental leave

25 days holiday (rising to 28)

Hybrid or remote working

Job summary

Exchange Street Claims ltd is a national firm that acquires client banks from retiring advisers. You’ll join a team of 50+ advisers focused on servicing an existing client base properly.

You’ll be the one giving advice, with a diary filled with new investment meetings and annual reviews, and you’ll have full paraplanning and admin support behind you. Hybrid or remote working is available, earnings range from £56,000 to £80,000 per year with a base £35,000–£45,000 plus bonuses and commissions;

Qualifications

• Current CAS (or within the last 6 months)
• Level 4 qualified
• Willingness to travel to Newcastle once a month

Responsibilities

• Advise a growing client base and provide financial planning guidance.
• Attend client meetings and conduct annual reviews.
• Provide high-quality advice with full paraplanning and admin support behind you.
• Focus on client-facing activity to drive earnings.

Education

Current CAS (or within last 6 months)

Level 4 qualified

Job description

Exchange Street Claims ltd is a national firm that acquires client banks from retiring advisers. You’ll join a team of 50+ advisers focused on servicing an existing client base properly.

You’ll be the one giving advice, with a diary filled with new investment meetings and annual reviews, and you’ll have full paraplanning and admin support behind you. Hybrid or remote working is available, earnings range from £56,000 to £80,000 per year with a base £35,000–£45,000 plus bonuses and commissions;