Financial Planner

ZipRecruiter; Stoke-on-Trent; On-site; GBP 55,000 - 70,000; Full time

Job summary

An innovative firm in Stoke-on-Trent is seeking a financial planner to join their dynamic team. With a focus on ethics and values, this role offers the chance to work closely with clients and contribute to the firm's growth. You'll benefit from a supportive environment with a dedicated manager and operational team, ensuring you have the resources needed to succeed. This is an exciting opportunity to be part of a forward-thinking company that values your input and fosters professional development. If you're ready to make a meaningful impact in financial planning, this could be your new home.

Qualifications

• 3+ years of post-CAS financial planning experience required.
• Ability to manage a sizeable client book effectively.

Responsibilities

• Manage a client book, often working with clients familiar with the founder.
• Attend and potentially present at company events.

Skills

Financial Planning

Client Management

Presentation Skills

Education

CAS Certification

Job description

Job Description

You can have a good job but it doesn't mean you've found your home. That feeling that you're on the same page as everyone else when it comes to how you work and the values you hold.

You're either swimming against the tide or working for a business that puts profits first, clients second and their staff third.

It doesn't have to be like that. To borrow Tony Wilson's classic line, they do things differently at this firm.

Reasons for Hiring

1. Future proofing: The founder of the business wears many hats. They have an entrepreneurial spirit, so there's a lot of ideas forming, but there's one thing even brilliant people can't create more of - time. While they'll keep a small number of long-standing clients, the majority of the AUM will come to you.
2. Growth: The company reviewed their business development plan in 2023 and introduced a new model for 2024. By the end of July 2024, they had the same number of enquiries as for all of 2023, averaging over 10 a month. These enquiries come from events they host and their professional connections, with 16 lead channels in total. These are serious enquiries from people with real financial planning needs. Combining these with existing clients will help you get started quickly.

Support and Team

You will have the support of a dedicated manager, the founder, and a first-rate operational team, including a paraplanner. You'll work alongside an established senior planner and a junior planner, ensuring resource availability.

Salary and Benefits

Salary is TBC but expected to be in the £55,000 - £70,000 range. Bonuses are modest, with a maximum of twice your salary.

About the Business

The firm is innovative and modern, with its own DFM, ensuring full accountability to clients. They aim to become the leading planning business in the region and have an inspiring, flat leadership structure where your voice matters.

Requirements

You'll need several years (3+) of post-CAS financial planning experience. This is important because:

1. You'll manage a sizeable client book, often working with clients familiar with the founder.
2. The environment is supportive yet empowering, trusting you to work effectively with clients.
3. You may attend and potentially present at their events in the future.

They hire based on ethics, values, and potential, focusing less on past performance and more on your capabilities.

Ready for your new home? Click apply. If you don't have a CV, send us your contact details, and we can review a CV later. Everyone will receive a response.