Financial Planner (IFA)

Exchange Street Claims & Financial Services; Guiseley; On-site; GBP 59,000 - 72,000; Full time

Benefits offered by this job

Starting salary up to £65,000

Uncapped bonus (year 1 ~£15k)

Salary growth with AUM

Lead generation support

Paraplanning support

Job summary

Exchange Street Claims & Financial Services in North Leeds is recruiting a qualified financial planner to manage an established client portfolio, delivering long-term financial planning across pensions, retirement planning, investments, drawdown and cashflow planning.

You’ll benefit from strong admin and paraplanning support, a collaborative team, and clear progression as your AUM and responsibilities grow, with potential mentoring of junior advisers.

Qualifications

• You’ll need at least two years’ experience advising in an independent financial planning environment, with knowledge across pensions, retirement planning, investments and the broader market.
• A paraplanning background would be useful but isn’t essential.
• You’ll also need evidence that you can convert opportunities, grow AUM and build trusted long-term client relationships.

Responsibilities

• Take responsibility for an established client portfolio and provide long-term financial planning across pensions, retirement planning, investments, drawdown and cashflow planning.
• There’s strong administration and paraplanning support to help you deliver high-quality advice.
• As the team grows, you may mentor less experienced advisers and contribute to the advice quality.
• Collaborate with colleagues to grow AUM and generate new business.

Skills

Commercial mindset

Client relationship building

Attention to detail

Collaborative

Job description

No consolidator. No restricted proposition. Proper independent advice. A directly authorised, privately owned financial planning firm in North Leeds that has grown to more than £120m AUM, while staying genuinely independent.

You’ll join on a strong basic of up to c£65,000, inherit existing clients over time and have access to a proven multi-channel approach to generating new business.

There’s also an uncapped bonus structure and a clear framework for increasing your basic salary as your AUM and responsibilities grow.

So the proposition isn’t just about earning more from sales. It’s designed to reward both commercial growth and the quality of the client bank you manage.

Around £10m-£20m of existing AUM is expected to transfer once you’re through supervision and sign-off, so you won’t be starting from zero.

Alongside that, the firm generates leads and enquiries through referrals, professional connections, marketing, content and existing client activity. They still want someone commercially minded, but there is real support and structure behind the growth expectations.

THE JOB

You’ll take responsibility for an established portfolio of clients and provide proper long-term financial planning across areas such as pensions, retirement planning, investments, drawdown and cashflow planning.

There’s strong administration and paraplanning support, but this isn’t a role where advisers sit in a silo. It’s a relatively small, close-knit business, so they want someone who contributes, shares ideas and takes responsibility for the quality of the advice process.

As the team grows, there may also be scope to support and mentor less experienced colleagues.

WHAT YOU’LL NEED

You’ll need at least two years’ experience advising in an independent financial planning environment, so you’re already comfortable with the wider product, platform and investment market.

A paraplanning background would be useful, but isn’t essential.

You’ll also need evidence that you can convert opportunities, grow AUM and build trusted long-term client relationships.

They’re looking for someone commercially minded and ambitious, but also detail-conscious, client-focused and collaborative.

PACKAGE

• Starting salary up to c£65,000
• Uncapped bonus (expected year one bonus c£15,000)
• Clear route to increasing basic salary as AUM grows
• Proven multi-channel lead generation
• Strong admin and paraplanning support
• Independent, owner-managed firm

The remuneration model is designed to reward both sides of the job: commercial growth through bonus, and the quality and size of the client bank you manage through progression in basic salary.

Everyone gets a response.