Client-Focused Financial Adviser (Hybrid/Remote)

Exchange Street Claims ltd; Sheffield; 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 in the United Kingdom is seeking a financial adviser to join a national firm with a client-focused model. You’ll work with an existing client base, supported by paraplanning and admin staff, freeing you to spend time with clients.

You’ll typically earn between £56,000 – £80,000, made up of base salary, bonuses, and a quarterly uplift; there are no monthly sales targets and benefits include life cover, pension, health plan, and hybrid/remote working.

Qualifications

• Current CAS (or within last 6 months) required.
• Level 4 qualification required.
• Willingness to travel to Newcastle once a month.

Education

Current CAS (or within the last 6 months)

Level 4 qualified

Job description

Exchange Street Claims ltd in the United Kingdom is seeking a financial adviser to join a national firm with a client-focused model. You’ll work with an existing client base, supported by paraplanning and admin staff, freeing you to spend time with clients.

You’ll typically earn between £56,000 – £80,000, made up of base salary, bonuses, and a quarterly uplift; there are no monthly sales targets and benefits include life cover, pension, health plan, and hybrid/remote working.