Financial Planner

Exchange Street Claims ltd; Warwick; On-site; GBP 50,000 - 90,000; Full time

Job summary

A leading financial services company in the West Midlands is looking for a motivated individual to manage a growing portfolio of clients. Starting salary of c£50,000 with progress to £90,000 in a supportive environment that includes mentorship and administrative support. You will be responsible for maintaining relationships with clients coming from retiring advisers and expected to focus on delivering exceptional client service.

Benefits

25% bonus on new business

Training and support from dedicated managers

Mentorship from senior financial planner

Qualifications

• Ability to manage a growing portfolio of clients.
• Strong communication and client relationship management skills.
• Experience in financial planning preferred.

Responsibilities

• Manage clients transitioning from retiring advisers.
• Focus on client work with support from admin teams.
• Grow portfolio up to £40m AUM.

Job description

Overview

Salary/Rate: c£50,000 + 25% bonus on new business + pay journey

Not enough firms talk about pay journeys. And they should. Because as you develop, take on more and improve, shouldn't your salary too? At this firm it will. You'll start on c£50,000 with £12m AUM. But by the end of year one you'll have £25m AUM. In the next few years you'll inherit enough to take you to £40m AUM and c£300,000 ongoing fees. By that point, your salary will be £90,000. And with bonuses from initial fees you'll be a six-figure earner. Not bad, huh? Along the way you'll have the support from a sizeable, growing and well funded business. You'll have a dedicated manager and training manager. You'll have your own mentor (a senior financial planner). And you'll have the support of paraplanning and admin teams so you get to focus on what you enjoy - client work. Your clients will come from retiring advisers. These clients live across the West Midlands (Warwickshire and Worcestershire in particular) and it will be your job to look after them. The business has realistic expectations about