Financial Adviser

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

Job summary

A national financial planning firm seeks a financial adviser to join their team, supporting existing clients and building new relationships. The role offers a competitive starting salary of GBP36,000 - GBP38,000, with performance bonuses and a structured training program to develop your expertise.

Benefits

Structured onboarding and training

Access to top technology

Qualifications

• Approximately 2 years of post-CAS experience as a financial adviser or planner.
• Level 4 qualifications required.

Responsibilities

• Provide excellent service for existing clients while developing new business.
• Access to client management and dedicated support.

Skills

Client management

Adviser/support skills

Education

Level 4 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. You need access to clients, guidance, and a structured environment. You want a business to invest in you, providing the resources for your development—one that offers 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, and those clients need an adviser—you will be that adviser.

You will join an existing team of over 40 to ensure ongoing excellent service for current clients and build trust with them while developing new business. You’ll have access to top technology and the support of a dedicated customer care team. Your focus will be on clients, not admin.

Long-term, you have the option to move into a self-employed role with a firm offering some of the best splits in the market. Three team members have already made this transition. But this is your choice.

In the meantime, you will receive a competitive income. In year one, expect to earn GBP48,750 - GBP50,750, excluding sales bonuses. By year two, this will increase to GBP53,000 annually, 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 established, there is also a sales bonus for new client investments, providing additional income.

Regarding onboarding and training, you'll benefit from a structured environment that has trained over 30 advisers with no prior financial planning experience. They are well-equipped to support your development.

After induction, you can choose to work on a hybrid basis or from home, with office visits once or twice a month. You'll be part of a profitable, growing business with a strong track record in staff development and a positive work environment.

What you’ll need:

• Approximately 2 years of post-CAS experience as a financial adviser or planner
• Suitable Level 4 qualifications
• Location in the North or Midlands is preferred, with hybrid or remote working and travel to Newcastle 1-2 times a month

Ready to become the adviser you aspire to 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.