Financial Adviser

Exchange Street Claims & Financial Services; North East; Hybrid; GBP 36,000 - 38,000; Full time

Job summary

A leading financial services firm is seeking dedicated financial advisers to support a growing client base acquired from retiring advisers. With a structured onboarding process and competitive remuneration, this role offers the chance to develop a rewarding career while providing exceptional client support in a positive environment.

Benefits

Structured onboarding and training

Performance bonuses

Hybrid working arrangement

Qualifications

• Around 2 years post-CAS experience as a financial adviser or planner.
• Strong background in client care and retention.
• Knowledge of compliance practices.

Responsibilities

• Provide excellent service for current clients and build new business.
• Leverage technology for client service, minimizing admin tasks.
• Maintain regular contact with clients through hybrid working.

Skills

Client Care

Trust Building

Compliance Knowledge

Education

Level 4 Financial Qualification

Job description

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, access to clients, and clear direction. You need a business that invests in you, providing the structure and resources to help you develop. Ideally, one that pays a salary and brings clients to you, rather than expecting you to find them yourself.

This firm will do all of that.

This national business acquires clients from retiring advisers. These clients need an adviser, and that adviser will be you.

You'll join an existing team of over 40 to ensure ongoing excellent service for current clients. You'll build trust 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 on admin.

Long-term, you'll have the option to move into a self-employed role with a firm that offers some of the best commission splits available. Three team members have already 'graduated' to this. But the choice is yours.

In the meantime, you'll receive a proper income. In year one, you'll earn GBP48,750 - GBP50,750, excluding sales bonuses. By year two, this will increase to GBP53,000 per annum, still without sales bonuses.

This remuneration package includes:

• A starting salary of GBP36,000 - GBP38,000, depending on experience
• A KPI/compliance bonus (focused on client care, retention, and file quality, not sales) adding GBP12,750 in year one and GBP15,000 from year two onwards

Once operational, there is also a sales bonus for new client investments, providing additional income.

Regarding onboarding and training, you'll find a highly structured environment. It has trained and developed over 30 advisers with no prior financial planning experience, so you'll be in good hands.

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 in 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 or planner, with suitable level 4 qualifications. Depending on your location, you'll work hybrid or remotely, with travel to Newcastle 1-2 times a month. It's ideal if you're based in the North or Midlands.

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.