Financial Adviser

2 weeks ago

Newcastle upon Tyne, United Kingdom Exchange Street Claims ltd Full time

Salary/RateTo £50,750 in year 1 and to £53,000 in year 2 + bonus Introduction Are you a financial planner looking for support and structure to develop your career? This firm offers a unique opportunity to join a national business that provides clients and resources, allowing you to focus on your client relationships without the burden of finding clients yourself. Role Overview You will join an existing team of over 40 advisers, ensuring excellent service to current clients while building new business. You will have access to top technology and dedicated support, enabling you to spend more time with clients. Long-term Opportunities There is potential to move into a self-employed role with attractive commission splits. Some team members have already made this transition. Compensation Year 1: £48,750 - £50,750 (excluding sales bonus). Year 2: up to £53,000 per annum without sales bonus. The remuneration package includes: A starting salary of £36,000 - £38,000 based on experience A KPI/compliance bonus (£12,750 in year one, increasing to £15,000 from year two) based on client care, retention, and file quality Additional earnings are possible through sales bonuses as you acquire new clients. Training and Working Environment Enjoy a structured onboarding process that has successfully trained over 30 advisers with no prior financial planning experience. Post-induction, you can work on a hybrid basis or remotely, with occasional visits to Newcastle. Candidate Requirements Approximately 2 years of post-CAS experience as a financial adviser/planner with suitable Level 4 qualifications. Preference for candidates located in the North or Midlands due to travel requirements. Application Process If you're ready to advance your career, click apply. CVs are not mandatory at this stage, and all applicants will receive a response. #J-18808-Ljbffr

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