Financial Planner

Exchange Street Claims ltd; Abingdon; On-site; GBP 60,000 - 75,000; Full time

Job summary

A leading financial planning firm in Abingdon is seeking a Level 4 adviser to manage an existing client bank while developing new business. With a competitive starting salary plus bonuses and generous benefits, this opportunity promises a balanced, rewarding career in financial services. Candidates should have at least five years of post-CAS experience to apply.

Benefits

25 days annual leave

A day off for your birthday

Contributory pension scheme

Private Healthcare

Life assurance

Health insurance

Qualifications

• Level 4 adviser (preferably Chartered) with 5 years post-CAS experience.
• Ability to manage a sizable client portfolio.
• Energy and determination needed for business development.

Responsibilities

• Service existing client bank and develop new business.
• Earn bonuses for growing ongoing fees and client retention.
• Focus on clients with ongoing needs.

Skills

Client Management

Business Development

Financial Advisory

Communication

Education

Level 4 adviser qualification

Chartered status preferred

Job description

Balance. All people want is a balance between the work they put in and the rewards they get out.

At many firms, this balance isn't achieved. You may not get the clients or support you need, and unrealistic expectations may be placed on you. Often, the rewards are weighted towards the company.

Here, at this financial planning firm, they get the balance right. They are transparent about what you'll inherit and what you need to do.

For this vacancy, that means enough ongoing advice fees to cover your 3.5x validation of salary. From day one, you'll know what you're walking into.

Your client bank will require servicing, which reduces the time for developing new business. However, this existing client bank offers opportunities for new business, both directly and through referrals. Since you'll be inheriting clients from a retiring planner, you'll have ample opportunity to expand your work with them.

They also get the balance right with different services available, allowing clients with less complex needs to be managed by other advisers. This enables you to focus on clients with ongoing needs.

As you grow and develop your book, you'll earn a bonus on growing ongoing fees (15%). You are rewarded immediately for new business and long-term for client retention.

In addition to the generous bonus, you'll receive a competitive starting salary (£60,000 - £75,000 depending on experience/qualifications).

Benefits include:

• 25 days annual leave
• A day off for your birthday
• Contributory pension scheme
• Private Healthcare
• Life assurance
• Health insurance

Support from paraplanners and administrators in your local office means your time will be spent with clients, not paperwork.

WHAT YOU'LL NEED:

You'll need to be a Level 4 adviser (preferably Chartered) with 5 years post-CAS experience.

You should have the energy, determination, and ability to manage a sizable client portfolio and develop new business.

Looking for balance and a company that treats you fairly? Click apply to learn more.

If you don't have a CV, send us your contact details, and we can discuss further.

Everyone will receive a response.