Financial Planner

Exchange Street Claims ltd; Sheffield; On-site; GBP 55,000 - 80,000; Full time

Job summary

A reputable financial planning firm in the UK is seeking a Financial Advisor to manage an inherited client bank and develop new business through referrals. The ideal candidate will hold a Level 4 adviser qualification and have a minimum of 3 years of experience. This role offers a starting salary of £55,000 - £80,000 plus bonuses, along with benefits like private healthcare and a contributory pension scheme.

Benefits

25 days annual leave

Birthday day off

Contributory pension scheme

Private healthcare

Life assurance

Health insurance

Qualifications

• Minimum of 3 years post-CAS experience.
• Energetic and determined with client portfolio management skills.
• Aspiring to become Chartered.

Responsibilities

• Manage an inherited client bank and develop new business.
• Focus on clients with ongoing needs.
• Earn bonuses on increasing ongoing fees.

Skills

Client management

Business development

Client retention

Communication

Education

Level 4 adviser qualification

Job description

Salary/Rate: £55,000 - £80,000 + bonus (validation covered by ongoing fees) + benefits

About the Role

Our client, a reputable financial planning firm, offers a balanced approach to work and rewards. From the outset, you'll be informed about your inheritance and expectations, including sufficient ongoing advice fees to validate your salary.

While managing an inherited client bank, you'll have opportunities to develop new business through referrals and existing clients, especially as you inherit clients from retiring planners. The firm supports specialization, allowing you to focus on clients with ongoing needs.

As your book grows, you'll earn bonuses on increasing ongoing fees (15%), rewarding both new business and client retention.

Benefits

• £55,000 - £80,000 starting salary, commensurate with experience and qualifications
• 25 days annual leave
• Birthday day off
• 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.

Requirements

• Level 4 adviser qualification
• Minimum of 3 years post-CAS experience
• Energetic, determined, with the ability to manage and develop a sizeable client portfolio
• Aspiring to become Chartered

Application Process

If you're seeking a balanced, fair employer, click apply to learn more. No CV? No problem—just send your contact details, and we'll follow up.

Everyone will receive a response.