Financial Planner: Inherited Book Growth & 15% Ongoing Fees

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

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.