Financial Adviser

Exchange Street Claims & Financial Services; Leeds; On-site; GBP 38,000 - 50,000; Full time

Job summary

A leading financial services firm based in Leeds is hiring a financial planner to engage with clients through new cash investment meetings and annual reviews, without the pressure of self-generating leads. The role offers a competitive starting salary of £38,000 - £50,000 along with performance bonuses, life cover, a medical cash plan, and generous leave policies. With the potential to earn between £60,000 and £90,000 per annum, this position promises a fulfilling career where you can focus on what you love: speaking to clients.

Benefits

Life cover

Medical cash plan

Pension

Enhanced maternity, paternity, and adoption leave

25 days holiday

Responsibilities

• Speak to clients and manage cash investment meetings.
• Give annual reviews supported by full paraplanning and admin.
• Focus on client relationships without self-generating leads.

Job description

You can't be a great financial planner if you don't sit in front of enough clients. You don't hone your craft. You aren't challenged. You're not given the resources to be a success. But that doesn't stop the pressure you're put under. That won't happen at this business. Here you don't need to self-generate or find clients. Your diary will be full of new cash investment meetings and annual reviews. And you'll have full paraplanning and admin support to make sure you spend time doing what you love - speaking to clients. And because of this you'll have the opportunity to earn consistently high earnings, ranging from £60,000 - £90,000 per annum. This is made up of :

• A starting salary of £38,000 - £50,000 (depending on experience / qualifications / performance)
• 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)
• A sales bonus typically worth £7,000 - £36,000 per annum

It's worth noting though that there are no monthly sales targets / expectations. You'll also get :

• Life cover
• Medical cash plan for you and your family
• Pension
• Enhanced maternity, paternity and adoption leave

25 days holiday (increasing to 28 days with ser...