Financial Planner

Exchange Street Financial Services Ltd; Didsbury; On-site; CAD 102,000 - 124,000; Full time

Benefits offered by this job

Pension

Death in Service

Income Protection

Job summary

Exchange Street Financial Services Ltd is seeking Financial Planners to take over established client banks with a planned handover from retiring advisers. The role includes full paraplanning and administration support, enabling you to focus on advising, client relationships and growing the business.

There is a clear path to equity participation and ownership over time, with opportunities for significant new business and a pension, death in service and income protection package.

Qualifications

• Diploma-qualified Financial Planner with competent adviser status.
• Open-minded about how long you've been advising.
• Strong focus on building lasting client relationships.

Responsibilities

• Advise clients and develop relationships to grow the business.
• Take over established client banks with a structured handover.
• Leverage paraplanning and admin support to focus on advisory work.

Skills

Client relationships

Commercial awareness

Organisation

Education

Diploma-qualified Financial Planner

Job description

Salary/Rate: Basic Salary up to £60,000 with Bonus Opportunities

In 2010, we helped a Financial Planner join a successful regional advice firm. Seven years later, he became a shareholding director.

Now he's asked us to help find the next generation of advisers who could follow in his footsteps.

The business has grown significantly over the years and now manages around £1.5bn in client assets. It's Chartered and operates under the direction of a local management team.

With several experienced advisers approaching retirement, the firm is looking for Financial Planners to take over established client banks, with a planned handover alongside the outgoing adviser.

There are three opportunities available:

• Manchester: £130m of client assets across 155 households.
• South Cheshire / North Staffordshire: £130m across 200 households.
• Newcastle-under-Lyme: £45m across 230 households.

Each portfolio also generates significant new business opportunities which are expected to generate upwards of £100,000 in initial advice fees.

You'll have a planned handover with the retiring adviser, giving you time to build relationships and get to know your clients properly.

And with full paraplanning and administration support, you'll be able to concentrate on what you're employed to do. Advise clients, develop relationships and grow your business.

But there's a longer-term opportunity here too.

The firm has a track record of helping advisers progress into ownership, supported by an internal funding model that makes equity participation a realistic possibility.

Our relationship with the business goes back nearly 20 years. We've seen first-hand how it's developed, and we know the opportunities it can create for people with the right attitude and ambition.

WHAT'S ON OFFER

• Basic salary up to £60,000
• Existing employed advisers earning between £70,000 and £130,000 annually
• Bonus opportunities from year one
• Established client bank with a structured handover
• Genuine opportunity to acquire equity and build capital value
• Full paraplanning and administration support
• Pension, Death in Service and Income Protection
• Local offices, experienced colleagues and an approachable management team

WHAT YOU'LL NEED

You'll already be a Diploma-qualified Financial Planner with competent adviser status. We're open-minded about how long you've been advising.

More important is your character, commercial awareness and ability to build lasting client relationships.

You'll need to be organised, comfortable managing a busy diary and confident identifying opportunities to provide additional advice to existing clients.

And ideally, you'll have ambitions beyond simply looking after a client bank and collecting a salary.

You don't need to arrive with your own clients. You don't need to be generating new business from scratch. But you do need the drive to make the most of what you're being given.