Financial Adviser - Hybrid/Remote, Client-Driven Growth

Exchange Street Claims ltd; Glasgow; On-site; GBP 36,000 - 51,000; Full time

Job summary

Exchange Street Claims ltd is seeking a Financial Adviser/Planner to support clients by providing a structured environment and resources for professional growth. The role offers access to established clients, top technology, and a strong focus on client relationships, with a robust salary and benefits package. You’ll join a successful team and have pathways for advancement, including earning potential through sales bonuses.

Benefits

Structured onboarding and training

Access to existing clients

Optional hybrid or remote work

Strong career pathway

Qualifications

• Minimum 2 years of post-CAS experience as a financial adviser/planner.
• Suitable Level 4 qualifications are required.
• Strong client care and retention focus needed.

Responsibilities

• Build trust with existing clients while developing new business.
• Ensure clients receive excellent service with a dedicated support team.
• Transition into a self-employed role with competitive splits.

Skills

Client Relationship Management

Financial Planning

KPI Compliance

Education

Level 4 qualifications

Job description

Exchange Street Claims ltd is seeking a Financial Adviser/Planner to support clients by providing a structured environment and resources for professional growth. The role offers access to established clients, top technology, and a strong focus on client relationships, with a robust salary and benefits package. You’ll join a successful team and have pathways for advancement, including earning potential through sales bonuses.