Financial Planner

Exchange Street Claims ltd; Stoke-on-Trent; On-site; GBP 55,000 - 70,000; Full time

Job summary

An innovative firm is seeking a skilled financial planner to join their growing team. With a focus on client needs and ethical values, this role offers the chance to manage a significant client book while receiving support from a dedicated team. The company prides itself on its flat structure and inspirational leadership, ensuring every voice is heard. As part of a forward-thinking practice, you'll engage with clients through various channels and contribute to the firm's reputation as a leading planning business in the region. This is not just a job; it's a place to call home.

Qualifications

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

Responsibilities

• Manage client relationships and provide tailored financial planning.
• Attend and possibly present at company events to engage clients.

Skills

Financial Planning

Client Management

Business Development

Presentation Skills

Education

CAS Certification

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.

They're hiring for two reasons: future proofing and growth.

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. Whilst they'll be keeping a very small number of long-standing clients, the vast majority (and associated AUM) will come to you.

And that's not all.

The company reviewed their business development plan in 2023 and came back with a new model for 2024. The result? By the end of July 2024, they've had the same number of enquiries as they had for the whole of 2023. And those enquiries are averaging over 10 a month.

It's important to note that these enquiries come from the many events they put on and their professional connections (in fact, they have 16 lead channels in total). These are serious enquiries from people with real financial planning needs. Add in those enquiries to what you can do with existing clients and you'll soon be up and running.

Along the way you'll have the support of a dedicated manager (as well as the founder) plus a first-rate operational team (including a paraplanner). You'll work alongside an established senior planner and a more junior planner meaning you won't be fighting for resources.

Salary is TBC but the firm knows this is likely to be in the £55,000 - £70,000 bracket. There's a low validation level for bonus too - x 2 at most.

As for the business itself, it's an innovative, modern practice. They have their own DFM for example so they are totally accountable to their clients, something that goes down really well. They are also establishing themselves as the most prominent planning business in the region and you'll be part of that. Plus it's a firm with a very flat structure and an inspirational leadership team - so you'll have a voice.

HERE'S WHAT YOU'LL NEED:

1. You'll have several years (3+) post-CAS financial planning experience. The rationale behind this is threefold:
1. You'll take on a sizeable client book of people who'll be used to working with the founder - it will be a big change for some.
2. Whilst a supportive, nurturing environment, it's an empowering one too. You'll have the trust of the business to get on with doing what you're best at - working with clients.
3. You'll attend and in the future possibly present at some of their events.

But this is a firm that hires on ethics, values, and potential. They're not as interested in what you've done before (e.g. performance) as what you're capable of.

Ready for your new home? Click apply. If you don't have a CV, send us a way of contacting us, we can come to a CV later.
Everyone will receive a response.