Remote Senior Financial Adviser - Grow Your Client Base

Exchange Street Claims & Financial Services; England; Hybrid; GBP 60,000 - 70,000; Full time

Benefits offered by this job

Monthly mileage

Company mobile phone and laptop

33 days holiday (including BH)

Christmas shutdown paid off

Enhanced bereavement leave policy

Death in Service benefit 3 x salary or

Profit share scheme (4% of basicSalary

UNUM wellbeing app

Job summary

Exchange Street Claims & Financial Services is seeking a level 4 qualified financial planner (IFA or restricted) to advise clients on pensions and investments. You will work in a remote environment with Herefordshire clients, supported by a buddy, dedicated manager, and wider IFA team.

You’ll be empowered as a self-starter, with CAS and 2+ years of adviser experience. Salary starts around £45,000 plus a car allowance of £3,600 and a company profit share of £1,800, with potential to grow as you

Qualifications

• You will need CAS and 2+ years experience as an adviser.
• Level 4 qualification as a financial planner (IFA or restricted).
• Strong knowledge of pensions and investments.

Skills

Pensions knowledge

Investments knowledge

Self-starter

Client advisory experience

Education

Level 4 qualified financial planner

Job description

Exchange Street Claims & Financial Services is seeking a level 4 qualified financial planner (IFA or restricted) to advise clients on pensions and investments. You will work in a remote environment with Herefordshire clients, supported by a buddy, dedicated manager, and wider IFA team.

You’ll be empowered as a self-starter, with CAS and 2+ years of adviser experience. Salary starts around £45,000 plus a car allowance of £3,600 and a company profit share of £1,800, with potential to grow as you