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Financial Adviser

Job in Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listing for: Exchange Street Claims ltd
Full Time position
Listed on 2026-01-11
Job specializations:
  • Sales
Salary/Wage Range or Industry Benchmark: 48750 - 50750 GBP Yearly GBP 48750.00 50750.00 YEAR
Job Description & How to Apply Below
Location: Newcastle upon Tyne

Salary/Rate

To £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.

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