Talent.com
Exchange Street Claims & Financial Services
Remote Financial AdviserExchange Street Claims & Financial Services • Newport, Wales
Remote Financial Adviser

Remote Financial Adviser

Exchange Street Claims & Financial Services • Newport, Wales
30+ days ago
Job type
  • Full-time
  • Remote
Job description
Things haven’t quite gone to plan have they?

You love being a financial planner but you’re at the stage of your career where you need support. You need access to clients. You need direction.

In short you need a business to invest in you and provide the structure and resources for you to develop. One that pays a salary and puts clients in front of you - not expect you to find them yourself.

This firm will do all of that.

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 40 to ensure existing clients continue to get an excellent level of service. And you’ll build trust with them, developing new business along the way. You’ll get access to some of the best technology on the market and have the support of a dedicated customer care function. Your time will be with clients, not admin.

Long-term you’ll have the option of moving into a self-employed role with a firm that pays some of the best splits available. Three of the team have "graduated" already. But that choice is yours.

In the meantime you'll get a proper income. In year one you'll earn £48,750 - £50,750 and that's without a sales bonus. By year two that will be up to £53,000 per annum without sales bonus.

It's a unique remuneration package that works like this:
  • A starting salary of £36,000 - £38,000 (depending on experience)
  • A KPI/compliance bonus (client care/retention/file quality, not bringing in sales) that adds £12,750 to your pay in year one (and £15,000 from year two onwards)
Once you're up and running there's also a sales bonus where you earn additional income as new client monies are invested.

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 30 advisers already who had no previous financial planning advice experience. Imagine how good they’ll be for you.

After your induction you can either work on a hybrid basis or from home, going into the office once or twice a month.

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 around 2 years 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 1-2 times a month. So it’s best if you’re in The North or Midlands.

--------------------------------------------------------------------------------------

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.

Everyone will receive a response.
Create a job alert for this search

Remote Financial Adviser • Newport, Wales

Similar jobs

Residential Conveyancer - Remote - £45,000 A Year - Remote

Miller GraceNewport, United Kingdom Of Great Britain And Northern Ireland, UK
Remote
Full-time +1

Residential Conveyancer – Remote.Salary: Up to £48,000 + Bonus (£12K–£15K per year).Job Type: Full-time, Permanent.A modern, technology-driven conveyancing group is looking for a Conveyancing Fee E... Show more

 • Promoted

Consultant Solicitor

Taylor RoseWeston-super-Mare, England, GB
Full-time

We are seeking legal professionals that are keen to work on a consultancy, fee sharing basis.Taylor Rose is a top 60 law firm with over 25 offices nationwide.We are offering you a unique opportunit... Show more

 • Promoted

Sales Development Representative - £32,500 - £35,000 A Year - Remote

YourPrimeCwmbran, United Kingdom Of Great Britain And Northern Ireland, UK
Remote
Full-time

The SDR will identify and qualify leads, generate interest, and book meetings to support sales. Show more

 • Promoted

Business Development Executive - £38,000 A Year - Remote

Acorn by SynergieLlanrumney Community, United Kingdom Of Great Britain And Northern Ireland, UK
Remote
Permanent

Business Development Executive.Remember to check your CV before applying Also, ensure you read through all the requirements related to this role.Fully Remote | Permanent | Monday - Friday | Up to £... Show more

 • Promoted

Business Development Manager - £28,000 - £30,000 A Year - Remote

The Agent SiteCwmbran, United Kingdom Of Great Britain And Northern Ireland, UK
Remote
Full-time

The Business Development Manager will target and visit Estate Agents, guiding them through a sales process to help them take the next step. Show more

 • Promoted

Remote Conveyancer: Flexible Hours, 75% Fee Split

FDR LawNewport, Wales, GB
Remote
Full-time

FDR Law, a modern boutique in the UK, invites experienced residential conveyancers to join as independent consultants.Work remotely with flexible hours and retain up to 75% of the fees you generate... Show more

 • Promoted

Client Manager - £45,000 - £55,000 A Year - Remote

Blusource RecruitmentCwmbran, United Kingdom Of Great Britain And Northern Ireland, UK
Remote
Full-time

Manages client accounts, overseeing financial reporting, tax compliance, and process improvement, ensuring quality and driving client growth. Show more

 • Promoted

Family & Matrimonial Paralegal - Growth & Impact

JAM Recruitment LtdNewport, Wales, GB
Full-time

JAM Recruitment Ltd is recruiting a Family & Matrimonial Paralegal for a full-time role in Newport (also available in Pontypool).You’ll work with experienced solicitors on a varied caseload coverin... Show more

 • Promoted

Dynamic Family Solicitor — Private & Legal Aid Caseloads

QED Legal LLPWest Wick, England, GB
Full-time

QED Legal LLP is assisting a boutique family law practice in Blackburn to recruit a Family Solicitor / Family Fee Earner.You will manage your own caseload from instruction through to conclusion, ha... Show more

 • Promoted

Self Employed Will Advisor

Buchan and London RecruitmentWeston-super-Mare, England, GB
Full-time

Our client is currently seeking People who are looking do do a Self employed sales role in.What does the role of a Will and Estate Planner involve?.As a Will and Estate Planner your role is to help... Show more

 • Promoted

Protection Advisor - £35,000 A Year - Remote

Mojo MortgagesCwmbran, United Kingdom Of Great Britain And Northern Ireland, UK
Remote
Full-time

The Protection Advisor will provide advice, review protection needs, and recommend insurance products.They will work remotely with a competitive salary and commission. Show more

 • Promoted

Senior Account Executive - £90,000 A Year - Remote

Harrington StarrCwmbran, United Kingdom Of Great Britain And Northern Ireland, UK
Remote
Full-time

Senior Account Executive role in a fintech company.Responsible for closing high-value deals and managing revenue in Europe and beyond. Show more

 • Promoted

Financial Planning Manager - £60,000 - £70,000 A Year

Financial PlanningCwmbran, United Kingdom Of Great Britain And Northern Ireland, UK
Full-time

Manage a team of 10-15 financial advisors, providing coaching, monitoring KPIs, and ensuring high client service standards.Requires Level 4 Diploma in Financial Advice and prior experience as a Fin... Show more

 • Promoted

Business Development Manager - £28,000 - £30,000 A Year - Remote

TDP AgencyCwmbran, United Kingdom Of Great Britain And Northern Ireland, UK
Remote
Full-time

The Business Development Manager will generate new business, manage a sales pipeline, and convert opportunities into client relationships. Show more

 • Promoted

Microsoft Account Director - £80,000 - £90,000 A Year - Remote

Cloud DecisionsCwmbran, United Kingdom Of Great Britain And Northern Ireland, UK
Remote
Full-time

Account Director sought to drive sales and partnerships within the Microsoft ecosystem, focusing on identity and security solutions and managing the full sales cycle. Show more

 • Promoted

Conveyancing Solicitor £50k+ Bonuses Newport

Yolk Recruitment LimitedNewport, WLS, GB
Full-time

Conveyancer- £40-60k+ Bonuses - Newport, WalesNon Volume, Non PanelHybridA long-established traditional firm in Newport with offices in monmouthshire are looking for an ambitious Conveyancer ... Show more

 • Promoted

Financial Planning Manager - £60,000 - £70,000 A Year

Cavendish MaineNewport, United Kingdom Of Great Britain And Northern Ireland, UK
Full-time

This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Manager to lead a team of 10-15 Fi... Show more

 • Promoted

Business Development Consultant - £40,000 - £60,000 A Year - Remote

Citrus RecruitCwmbran, United Kingdom Of Great Britain And Northern Ireland, UK
Remote
Full-time

The Business Development Consultant will build client relationships, provide sales presentations, and manage the sales pipeline, while achieving sales targets. Show more

 • Promoted

Sales Development Representative - £30,000 - £50,000 A Year - Remote

Saleslogic International DooCwmbran, United Kingdom Of Great Britain And Northern Ireland, UK
Remote
Full-time

This role involves high-volume outbound prospecting, engaging decision-makers, and qualifying leads for the sales team. Show more

 • Promoted

Outbound Sales Advisor - Fully Remote

Talent TentNewport, Wales, United Kingdom
Remote
Full-time

Outbound Sales Advisor - Fully Remote, start dates in September 2026.Major UK insurance company (trusted by millions).Average bonus of £500-£700 per month (top performers go above this).Great benef... Show more