Financial Adviser

Exchange Street Claims ltd; York; Hybrid; GBP 36,000 - 38,000; Full time

Job summary

A leading financial services firm seeks a financial planner to join their growing team. You'll receive a competitive salary, access to clients, and a supportive environment that fosters your development. This role offers a clear career pathway, with opportunities for self-employment and additional bonuses based on client investments.

Benefits

Hybrid working model

Structured onboarding and training

Strong track record of staff development

Qualifications

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

Responsibilities

• Manage and develop client relationships.
• Provide financial planning advice and support.
• Utilize top-tier technology and dedicated support staff.

Skills

Client Management

Business Development

Financial Planning

Education

Level 4 qualifications

Job description

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

Are you a financial planner seeking support and structure?

You love being a financial planner but need access to clients, direction, and a supportive environment. This firm offers a business model that invests in you, provides clients, and supplies the necessary resources for your development. It pays a salary and presents clients to you, rather than expecting you to find them yourself.

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

You will join an existing team of over 40 advisers to ensure ongoing excellent service for existing clients. You'll build trust, develop new business, and have access to top-tier technology and dedicated support staff, allowing you to focus on clients rather than admin.

Long-term, you may choose to move into a self-employed role with a firm offering some of the best commission splits available. Three team members have already made this transition, but this is entirely your choice.

In the short term, you'll receive a stable income. In year one, earnings will be between £48,750 and £50,750, excluding sales bonuses. By year two, this will increase to up to £53,000 annually, also excluding sales bonuses.

This remuneration package includes:

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

Additionally, there is a sales bonus where you earn extra income as new client funds are invested.

Regarding onboarding and training, you'll benefit from a structured environment that has successfully trained over 30 advisers with no prior financial planning experience. After your induction, you can opt for a hybrid working model or work from home, with occasional visits to the office in Newcastle once or twice a month.

If you apply, you'll join a profitable, growing company with a strong track record of staff development and a positive work environment, offering one of the best career pathways in the industry.

Requirements:

You should have around 2 years of post-CAS experience as a financial adviser/planner and hold suitable Level 4 qualifications.

Location-wise, the role is best suited for candidates in the North or Midlands, with hybrid or remote working arrangements and travel to Newcastle 1-2 times per month.

Ready to become the adviser you aspire to be? Click apply, and we'll be in touch. If your CV isn't up to date, don't worry — we can assist with that later. Everyone will receive a response.