Exchange Street Recruitment
Financial Advisor
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You can't be a great financial planner if you don't sit in front of enough clients.
You don't hone your craft. You aren't challenged. You're not given the resources to be a success.
But that doesn't stop the pressure you're put under.
That won't happen at this business.
Here you don't need to self-generate or find clients. Your diary will be full of new cash investment meetings and annual reviews. And you'll have full paraplanning and admin support to make sure you spend time doing what you love - speaking to clients.
And because of this you'll have the opportunity to earn consistently high earnings, ranging from £56,000 - £80,000 per annum.
This is made up of a base income of £49,400 - £59,400 which works like this:
- A starting salary of £35,000 - £45,000 (depending on experience/qualifications/performance)
- A KPI/compliance bonus (client care/retention/file quality, not bringing in sales) that adds £1,200 per month (if joining with CAS) or £14,400 over the course of the year
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There is also a sales bonus (but no monthly sales targets/expectations) which has a 25% quarterly uplift if the wider team hits its quarterly target. This bonus is typically £600-£2,000 per month, hence the overall earnings of up to £80,000.
You'll also get:
- Life cover
- Medical cash plan for you and your family
- Pension
- Enhanced maternity, paternity and adoption leave
- 25 days holiday (increasing to 28 days with service)
You can work from home or on a hybrid basis.
THE COMPANY
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 50 to ensure existing clients continue to get an excellent level of service.
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 40 advisers already who had no previous financial planning advice experience.
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Imagine how good they’ll be for you.
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 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 once a month.
NB - second interviews will also take place in Newcastle.
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.
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