Financial Adviser

Exchange Street Claims ltd; York and North Yorkshire; Hybrid; GBP 36,000 - 53,000; Full time

Job summary

A leading financial services firm is seeking a financial adviser to join their team. You'll receive a competitive salary with bonuses, structured training, and the opportunity to develop your career in a supportive environment. This role offers a unique chance to work with existing clients while building your own portfolio.

Benefits

Structured onboarding and training

Hybrid working options

Supportive work environment

Qualifications

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

Responsibilities

• Ensure existing clients receive excellent service.
• Develop new business opportunities.
• Work with clients rather than on admin tasks.

Skills

Client care

Trust building

Education

Level 4 qualifications

Job description

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

Things haven’t quite gone to plan, have they?

You love being a financial planner, but you’re at a stage of your career where you need support. You need access to clients. You need 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 expects you to find them yourself.

This firm will do all of that.

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 40 to ensure existing clients continue to get an excellent level of service. You’ll build trust with them, developing new business along the way. You’ll get access to some of the best technology on the market and have the support of a dedicated customer care function. Your time will be with clients, not admin.

Long-term, you’ll have the option of moving into a self-employed role with a firm that pays some of the best splits available. Three of the team have already 'graduated'. But that choice is yours.

In the meantime, you'll get a proper income. In year one, you'll earn £48,750 - £50,750, and that's without a sales bonus. By year two, that will be up to £53,000 per annum without sales bonus.

It's a unique remuneration package structured as follows:

• A starting salary of £36,000 - £38,000 (depending on experience)
• 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)

Once you're up and running, there's also a sales bonus where you earn additional income as new client monies are invested.

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 30 advisers who had no previous financial planning advice experience. Imagine how good they’ll be for you.

After your induction, you can either work on a hybrid basis or from home, going into the office once or twice a month.

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 around 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 1-2 times a month. So, it’s best if you’re 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 come to that later.

Everyone will receive a response.