Financial Adviser

Exchange Street Claims ltd; Carlisle; On-site; GBP 36,000 - 53,000; Full time

Job summary

A national financial planning firm seeks a financial adviser to join their team, providing a structured environment and client access. With a competitive salary and bonuses, this role offers a pathway to self-employment and professional development, ideal for those with Level 4 qualifications and prior experience.

Benefits

KPI/compliance bonus

Structured onboarding and training

Hybrid working options

Access to advanced technology

Qualifications

• Around 2 years of post-CAS experience as a financial adviser/planner.
• Suitable Level 4 qualifications required.

Responsibilities

• Manage existing clients and develop new business.
• Provide excellent client service and support.
• Utilize technology and customer care resources effectively.

Skills

Client management

Business development

Financial planning

Education

Level 4 financial qualifications

Job description

Salary/Rate: To £50,750 in year 1 and to £53,000 in year 2 + bonus

Things haven’t quite gone to plan, have they?
You love being a financial planner, but you're at a stage in your career where you need support. You need access to clients and direction.
In short, you need a business to invest in you and provide the structure and resources for your development. One that pays a salary and puts clients in front of you, not expecting you to find them yourself.
This firm will do all of that.
This national business acquires clients from retiring advisers. Those clients need an adviser, and that adviser will be you.
You’ll join an existing team of over 40 to ensure existing clients continue to receive excellent service. You’ll build trust with them and develop new business along the way. You’ll have access to some of the best technology on the market and support from a dedicated customer care team. Your time will be spent with clients, not admin.
Long-term, you’ll have the option to move into a self-employed role with a firm that offers some of the best splits available. Three team members have already 'graduated.' But that choice is yours.
In the meantime, you'll receive a proper income. In year one, you’ll earn between £48,750 and £50,750, excluding sales bonuses. By year two, this will increase to up to £53,000 per annum, also excluding bonuses.
This remuneration package includes:

• A starting salary of £36,000 - £38,000 (depending on experience)
• A KPI/compliance bonus (client care, retention, file quality, not sales) that adds £12,750 in year one (and £15,000 from year two onwards)

Once operational, there’s also a sales bonus for new client investments.
In terms of onboarding and training, you’ll find a highly structured environment. It has trained over 30 advisers with no prior financial planning experience. They’ll be great resources for you.
After induction, you can work on a hybrid basis or from home, with office visits once or twice a month.
If you apply, you’ll join a profitable, growing business with a strong track record of staff development and a positive work environment. It also offers one of the best career pathways in the industry.

WHAT YOU'LL NEED

You should have around 2 years of post-CAS experience as a financial adviser/planner with suitable Level 4 qualifications.
Depending on your location, you’ll be hybrid or remote, with travel to Newcastle 1-2 times a month. It's ideal if you're based in the North or Midlands.

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 update that later.
Everyone will receive a response.