Financial Planner

Exchange Street Claims ltd; Redcar; On-site; GBP 50,000 - 75,000; Full time

Job summary

A leading financial planning firm in Redcar seeks a Financial Planner to manage a client portfolio of 90-100 households with a competitive salary ranging from £50,000 to £75,000. The role emphasizes balance, transparency, and growth opportunities, rewarding both new business and client retention with a bonus structure. Additional benefits include 25 days annual leave, private healthcare, and a contributory pension scheme.

Benefits

25 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 required.
• Ability to manage and develop a sizeable client portfolio.
• Residence in or near Teesside.

Responsibilities

• Manage 90-100 client households and ongoing fees.
• Develop new business through referrals and additional services.
• Focus on client interactions with support from paraplanners.

Skills

Energy

Determination

Client management

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

Here, at this financial planning firm, the balance is right. They are transparent from the start about what you'll inherit and what is expected of you.

For this role, you will inherit 90-100 client households and approximately £175,000 of ongoing fees. The role offers a 3.5x validation of salary, so you are clear on what to expect from day one.

While servicing the existing client bank reduces time for developing new business, it also offers opportunities for growth through referrals and additional services. Inheriting clients from a retiring planner provides further chances to expand your client base.

The firm offers different services tailored to client needs, allowing you to focus on clients with ongoing requirements.

As you grow your book, you'll earn a bonus on increasing ongoing fees (15%). You are rewarded both for new business and for client retention.

In addition to the bonus, a competitive starting salary is offered, ranging from £50,000 to £75,000 depending on experience and qualifications.

Additional benefits include:

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

You will have support from paraplanners and administrators, allowing you to focus on client interactions rather than paperwork.

What you'll need:

• Level 4 adviser qualification
• 18-24 months post-CAS experience
• Energy, determination, and ability to manage and develop a sizeable client portfolio
• Residence in or near Teesside, where clients and the office are located

Looking for balance and a fair employer? Click apply to learn more. No CV? No problem—send contact details, and we can discuss further. Everyone will receive a response.