Financial Adviser

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

Salary/Rate: To £59,400 + Benefits + Bonus

You can’t become a great financial planner if you’re not seeing enough clients.

No volume = no progress. No challenge. No real development.

But the pressure to perform is still there.

At this company, it’s different.

You won’t need to self-generate. Your diary will be filled with new investment meetings and annual reviews, and you’ll have full paraplanning and admin support behind you.

So you can focus on what actually improves your performance - spending time with clients.

And when that’s in place, the earnings follow.

You’ll typically earn between £56,000 – £80,000, made up of:

• Base salary: £35,000 – £45,000
• KPI/compliance bonus: £1,200 per month (£14,400 per year)
• Sales bonus: typically £7,000 – £24,000
• Quarterly bonus: if the division hits its quarterly target, you get a 40% uplift on your quarterly bonus

Importantly, there are no monthly sales targets. Out-performance comes from being busy, thorough and diligent.

You’ll also get:

• Life cover
• Medical cash plan (family included)
• Pension
• Enhanced parental leave
• 25 days holiday (rising to 28)
• Hybrid or remote working

THE COMPANY

This is a national firm that acquires client banks from retiring advisers.

Those clients need advice and you’ll be the one giving it.

You’ll join a team of 50+ advisers focused on servicing an existing client base properly.

The training and onboarding is structured and proven. They’ve developed over 40 advisers from scratch.

Given you'll already have experience, you’ll be stepping into a system that works.

WHAT YOU’LL NEED

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