Financial Adviser

Exchange Street Claims ltd; Hull and East Yorkshire; Hybrid; GBP 38,000 - 63,000; Full time

Job summary

A national financial planning firm in Hull and East Yorkshire seeks a Financial Adviser to engage clients without the need for self-generated leads. Offering a supportive environment, structured training, and a salary range of £38,000 to £62,750, plus bonuses and comprehensive benefits. The role is hybrid or remote, with monthly travel to Newcastle. Ideal candidates will have at least 2 years of experience and level 4 qualifications.

Benefits

Life cover

Medical cash plan

Pension

Enhanced leave

25 days holiday

Qualifications

• At least 2 years post-CAS experience as a financial adviser/planner.

Responsibilities

• Engage with clients for cash investments and annual reviews.
• Work with a supportive team and structured onboarding.
• Attend monthly events, potentially working hybrid or remote.

Skills

Client engagement

Financial planning

Regulatory compliance

Education

Level 4 financial qualifications

Job description

Salary/Rate: To £62,750 + benefits + bonus

You can't be a great financial planner if you don't sit in front of enough clients.

You don't hone your craft. You aren't challenged. You're not given the resources to be a success.

That won't happen at this business.

Here you don't need to self-generate or find clients. Your diary will be full of new cash investment meetings and annual reviews. And you'll have full paraplanning and admin support to make sure you spend time doing what you love - speaking to clients.

And because of this you'll have the opportunity to earn consistently high earnings, ranging from £60,000 - £90,000 per annum. This is made up of:

• A starting salary of £38,000 - £50,000 (depending on experience/qualifications/performance)
• A KPI/compliance bonus (client care/retention/file quality, not bringing in sales) that adds £12,750 to your pay in year one (and £15,000 from year two onwards)
• A sales bonus typically worth £7,000 - £36,000 per annum

It’s worth noting though that there are no monthly sales targets/expectations.

You’ll also get:

• Life cover
• Medical cash plan for you and your family
• Pension
• Enhanced maternity, paternity and adoption leave
• 25 days holiday (increasing to 28 days with service)

You can work from home or on a hybrid basis. If you’re remote the company will pay for you to attend monthly events (travel/accommodation).

THE COMPANY

This national business buys clients from its retiring advisers. Those clients need an adviser. And that adviser will be you.

You’ll join an existing team of over 50 to ensure existing clients continue to get an excellent level of service.

In terms of onboarding and training you couldn't ask for a better, more structured environment. It is one that has trained and developed over 40 advisers already who had no previous financial planning advice experience.

Imagine how good they’ll be for you. If you apply, you’ll work for a profitable, growing business. One with a track record of staff development and a positive work environment. And one with one of the best pathways around.

WHAT YOU'LL NEED

You’ll have at least 2 years post-CAS experience as a financial adviser/planner with suitable level 4 qualifications.

Depending on location you’ll either be hybrid or remote with travel to Newcastle once a month. This will be expensed.

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 come to that later.

Everyone will receive a response.