Financial Adviser | Remote/Hybrid, High Earnings

Exchange Street Claims ltd; Hull and East Yorkshire; Hybrid; GBP 38,000 - 63,000; Full time

Job summary

A national financial planning firm in Hull and East Yorkshire seeks a Financial Adviser to engage clients without the need for self-generated leads. Offering a supportive environment, structured training, and a salary range of £38,000 to £62,750, plus bonuses and comprehensive benefits. The role is hybrid or remote, with monthly travel to Newcastle. Ideal candidates will have at least 2 years of experience and level 4 qualifications.

Benefits

Life cover

Medical cash plan

Pension

Enhanced leave

25 days holiday

Qualifications

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

Responsibilities

• Engage with clients for cash investments and annual reviews.
• Work with a supportive team and structured onboarding.
• Attend monthly events, potentially working hybrid or remote.

Skills

Client engagement

Financial planning

Regulatory compliance

Education

Level 4 financial qualifications

Job description

A national financial planning firm in Hull and East Yorkshire seeks a Financial Adviser to engage clients without the need for self-generated leads. Offering a supportive environment, structured training, and a salary range of £38,000 to £62,750, plus bonuses and comprehensive benefits. The role is hybrid or remote, with monthly travel to Newcastle. Ideal candidates will have at least 2 years of experience and level 4 qualifications.