Financial Planner

Exchange Street Claims ltd; City Of London; On-site; GBP 45,000 - 55,000; Full time

Job summary

A financial services firm in London is looking for a professional to manage existing clients and engage in business development. You will receive mentorship from a Chartered Financial Planner and handle a portfolio of clients while also expanding the client base. The role offers a salary of up to £55,000 plus performance bonuses and regular pay reviews.

Benefits

Company bonus

Performance bonus

Regular pay reviews

Responsibilities

• Work alongside a Chartered Financial Planner for mentorship.
• Handle a portfolio of 20 clients transitioning from a departing planner.
• Engage in business development activities to acquire new clients.

Job description

Overview

It\'s one thing for a firm to say they\'re supportive. It\'s another for them to be able to prove it. Too often support amounts to little more than telling you to get on with it. But not at this business. They have a proud track record of nurturing talent and it will be no different with you.

From the start, you\'ll work alongside a top Chartered Financial Planner. They\'ll mentor you and help sharpen your technical and client-handling skills. You\'ll also have other senior planners within the company who will be happy to help. Alongside that you\'ll also have strong admin and paraplanning support so you can focus on what matters most - your clients.

To begin with you\'ll inherit 20 clients with £150,000 - £250,000 invested with the firm. You\'ll take over from someone who is emigrating so there\'s an opportunity for a thorough handover and no \"threat\" to the book.

This book will give you the basis for further new business and referrals. They\'re also acquisitive and have their own in-house BDM. And it\'s on the business development front where your skills will be sharpened most. This company go to events. Lots of them. They have many professional connections who introduce great clients on a regular basis and this is something you\'ll tap into.

That said you don\'t need to be a hunter extraordinaire at this stage of your career. It\'s more about your attitude which will be \"yes\" when it comes to invites rather than \"I can\'t think of anything worse\".

Salary and benefits: It\'s a salaried role with a basic up to c£55,000. There\'s also a company bonus and a performance bonus, plus regular pay reviews. The benefits look like this: