Financial Adviser

Exchange Street Claims ltd; Glasgow; On-site; GBP 36,000 - 51,000; Full time

Job summary

Exchange Street Claims ltd is seeking a Financial Adviser/Planner to support clients by providing a structured environment and resources for professional growth. The role offers access to established clients, top technology, and a strong focus on client relationships, with a robust salary and benefits package. You’ll join a successful team and have pathways for advancement, including earning potential through sales bonuses.

Benefits

Structured onboarding and training

Access to existing clients

Optional hybrid or remote work

Strong career pathway

Qualifications

• Minimum 2 years of post-CAS experience as a financial adviser/planner.
• Suitable Level 4 qualifications are required.
• Strong client care and retention focus needed.

Responsibilities

• Build trust with existing clients while developing new business.
• Ensure clients receive excellent service with a dedicated support team.
• Transition into a self-employed role with competitive splits.

Skills

Client Relationship Management

Financial Planning

KPI Compliance

Education

Level 4 qualifications

Job description

Salary/Rate: To £50,750 + benefits + 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 you to develop. 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 buys 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. You’ll have access to top technology 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 £48,750 - £50,750, excluding sales bonuses. By year two, this will increase to around £53,000 annually, also excluding bonuses.

This remuneration package works as follows:

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

Once established, there’s also a sales bonus, allowing you to earn additional income as new client investments are made.

Regarding onboarding and training, you couldn’t ask for a better, more structured environment. It has trained over 30 advisers with no previous financial planning experience. They’ll be excellent resources for you.

After your induction, you can choose to 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 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 once or twice 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 address that later.

Everyone will receive a response.