Financial Planner

Exchange Street Claims ltd; England; On-site; GBP 50,000 - 60,000; Full time

Job summary

A financial planning firm in the UK seeks a Financial Adviser to inherit a £200,000 client portfolio and earn a competitive salary of £50,000 - £60,000. You'll focus on servicing existing clients while also developing new business, with bonuses directly linked to client growth. The role offers generous leave, a pension scheme, and private healthcare.

Benefits

26 days annual leave

A day off for your birthday

Contributory pension scheme

Private Healthcare

Life assurance

Health insurance

Qualifications

• 18-24 months post-CAS experience.
• Ability to manage a sizeable client portfolio.

Responsibilities

• Inherit £200,000 of ongoing fees from a retiring adviser.
• Service existing client bank and develop new business.
• Focus on clients with ongoing needs for tailored advice.

Skills

Client portfolio management

Business development

Energy and determination

Education

Level 4 adviser qualification

Job description

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

At a lot of firms it doesn't work like that. You don't get the clients or the support you need. You have unrealistic expectations placed on you. You work hard but the rewards are weighted towards the company.

Not here.

At this financial planning firm they get the balance right. They'll be clear with you from the outset about what you'll inherit and what you need to do.

For this vacancy that means inheriting £200,000 of ongoing fees from a retiring adviser. With a salary of £60,000 and a 3.5 x validation of salary you'll be earning bonus very quickly.

True your client bank will need servicing which eats into the time you get for developing new business. But that existing client bank provides opportunity for new business, directly and through referrals. And given you're inheriting clients from a retiring planner you'll have plenty of opportunity to do more with the clients you have.

And they get the balance right here too. There's different services available so clients with less complex needs can move to other advisers. You'll get to focus on those with ongoing needs instead.

And as you grow and develop the book you'll get bonus on growing ongoing fees (15%). So you're rewarded straightaway for new business and long-term for retaining clients.

On top of the generous bonus you'll get a good starting salary befitting someone with your knowledge (£50,000 - £60,000 depending on experience/qualifications).

There's also:

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

On top of that you'll have the support of paraplanners and administrators in your local office. Your time will be spent with clients, not on paperwork.

What You'll Need:

You'll need to be a level 4 adviser with 18-24 months post-CAS experience.

You'll have the energy, determination and ability to manage a sizeable, client portfolio and develop new business.

Clients are on Teesside along with your local office, so you'll live in the area.

We are an equal opportunities employer and welcome applications from all qualified candidates.