Talent.com
Exchange Street Claims & Financial Services
Remote Financial AdviserExchange Street Claims & Financial Services • Plymouth, England
Remote Financial Adviser

Remote Financial Adviser

Exchange Street Claims & Financial Services • Plymouth, England
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 • Plymouth, England

Similar jobs

Trainee Driving Instructor - Okehampton, Devon, England

My Four WheelsOkehampton, Devon, GB
Full-time +1

My Four Wheels are looking to expand our team and are recruiting both part time and full time Driving Instructors though out the UK.Next year there will be a record 700,000 learner drivers hitting ... Show more

 • Promoted

Trainee Driving Instructor - Tavistock, Devon, England

My Four WheelsTavistock, Devon, GB
Full-time +1

My Four Wheels are looking to expand our team and are recruiting both part time and full time Driving Instructors though out the UK.Next year there will be a record 700,000 learner drivers hitting ... Show more

 • Promoted

Commercial Property Solicitor — Hybrid/Remote Opportunity

Nash & Co Solicitors LLPplymouth, england, United Kingdom
Remote
Full-time

A respected law firm in Plymouth is seeking a Solicitor to join its Commercial Property team.The role entails managing a diverse caseload, including sales, leases, and development transactions.Cand... Show more

 • Promoted

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

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

Are you strong at following a proven process to earn more money?.Then you're going to want to see this.It's a work from home/remote role in sales covering the North West of England.And a real oppor... Show more

 • Promoted

Finance Manager

TQRTavistock, ENG, GB
Full-time +2

Our client, a fast-growing and innovative organisation operating within the technology sector, is seeking an experienced Finance Manager to support its continued expansion.This is an exciting oppor... Show more

 • Promoted

Employment Solicitor for Employers – Remote Options

Nash & Co Solicitors LLPplymouth, england, United Kingdom
Remote
Full-time

A regional law firm in Plymouth is looking for a Solicitor to join their Employment team.The role involves managing a caseload focused on employment law, advising clients on workplace disputes, and... Show more

 • Promoted

Family Solicitor - Plymouth - 2+ Years PQE

Chadwick Nottplymouth, england, United Kingdom
Full-time +1

Family Solicitor - Plymouth - 2+ Years PQE.Location: Plymouth (with opportunities for remote working).Type of Role: Permanent, Full-time.Salary: £50,000 to £65,000 (dependent on experience).A well ... Show more

 • Promoted

Senior Family Solicitor – Remote Options

Chadwick Nottplymouth, england, United Kingdom
Remote
Full-time

A reputable law firm in Plymouth is seeking an experienced Family Solicitor to join their specialist team.This role involves managing a diverse caseload, providing compassionate advice, and represe... Show more

 • Promoted

Employment Solicitor

Nash & Co Solicitors LLPplymouth, england, United Kingdom
Full-time +2

Full time, Permanent, based in our Plymouth office, with opportunities for remote work.Following significant growth over the last few years, and with a desire to grow significantly bigger across th... Show more

 • Promoted

Trainee Driving Instructor - Chagford, Devon, England

My Four WheelsChagford, Devon, GB
Full-time +1

My Four Wheels are looking to expand our team and are recruiting both part time and full time Driving Instructors though out the UK.Next year there will be a record 700,000 learner drivers hitting ... Show more

 • Promoted

Strategic Finance Partner - NHS (Hybrid, Plymouth)

Lifelancerplymouth, england, United Kingdom
Full-time

A healthcare organization is looking for a Finance Business Partner in Plymouth.The candidate will provide high-quality finance business partnering and strategic planning advice to directorates, en... Show more

 • Promoted

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

TDP AgencyPlymstock, 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

Trainee Driving Instructor - Highampton, Devon, England

My Four WheelsHighampton, Devon, GB
Full-time +1

My Four Wheels are looking to expand our team and are recruiting both part time and full time Driving Instructors though out the UK.Next year there will be a record 700,000 learner drivers hitting ... Show more

 • Promoted

Trainee Driving Instructor - Princetown, Devon, England

My Four WheelsPrincetown, Devon, GB
Full-time +1

My Four Wheels are looking to expand our team and are recruiting both part time and full time Driving Instructors though out the UK.Next year there will be a record 700,000 learner drivers hitting ... Show more

 • Promoted

Public Law Family Care Solicitor — Remote Options

Nash & Co Solicitors LLPplymouth, england, United Kingdom
Remote
Full-time

A leading law firm in Plymouth is seeking a Solicitor to join its Family Care team.The role involves advising and representing clients in public law proceedings, managing a caseload, and providing ... Show more

 • Promoted

Private Client Solicitor - Plymouth

Chadwick Nottplymouth, england, United Kingdom
Full-time

Private Client Solicitor - Plymouth.New opportunity to join a highly reputable and well established firm with a strong presence in the Plymouth market who are seeking an experienced Private Client ... Show more

 • Promoted

Self-Employed Financial Advisor — South West

TC Groupplymouth, england, United Kingdom
Full-time

TC Group in Plymouth is expanding its Financial Planning team and seeking a self-employed Independent Financial Adviser to cover the South West region.You will work with the Director of Financial P... Show more

 • Promoted

Independent Financial Advisor - South West

TC Groupplymouth, england, United Kingdom
Full-time

About the Independent Financial Adviser role.We are TC Group, the fastest-growing top 20 accountancy firm in the UK.We’re business advisors and accountants, with over 30 years of experience we’ve h... Show more

 • Promoted

Trainee Driving Instructor - Hatherleigh, Devon, England

My Four WheelsHatherleigh, Devon, GB
Full-time +1

My Four Wheels are looking to expand our team and are recruiting both part time and full time Driving Instructors though out the UK.Next year there will be a record 700,000 learner drivers hitting ... Show more

 • Promoted

Clinical Negligence Solicitor (2 – 5+ PQE)

Legal Southwestplymouth, england, United Kingdom
Full-time

We are working with a well-established Plymouth-based law firm that specialises in personal injury and clinical negligence.We have partnered with this firm for a number of years and assisted them i... Show more