Financial Adviser - Remote/Hybrid with Client Growth

Exchange Street Claims ltd; York and North Yorkshire; Hybrid; GBP 56,000 - 80,000; Full time

Benefits offered by this job

Life cover

Medical cash plan

Pension

Enhanced parental leave

25 days holiday (rising to 28)

Hybrid or remote working

Job summary

Exchange Street Claims ltd is recruiting a financial adviser to service an existing client base with full paraplanning and admin support. You’ll focus on client meetings, annual reviews and delivering high-quality advice.

The role offers hybrid or remote working, with training and a proven onboarding program. You’ll become part of a national firm that acquires client banks from retiring advisers.

Qualifications

• Current CAS (or within last 6 months) is required.
• Level 4 qualified is required.
• Willingness to travel to Newcastle monthly.

Responsibilities

• Provide financial advice to an existing client base.
• Join a team of 50+ advisers focused on servicing clients with structured onboarding.

Education

Current CAS (or within last 6 months)

Level 4 qualified

Job description

Exchange Street Claims ltd is recruiting a financial adviser to service an existing client base with full paraplanning and admin support. You’ll focus on client meetings, annual reviews and delivering high-quality advice.

The role offers hybrid or remote working, with training and a proven onboarding program. You’ll become part of a national firm that acquires client banks from retiring advisers.