Financial Planner - Lead Client Bank & Equity Path

Exchange Street Financial Services Ltd; Newcastle-under-Lyme; Hybrid; GBP 54,000 - 66,000; Full time

Benefits offered by this job

Pension

Death in Service

Income Protection

Paraplanning support

Administration support

Local offices and experienced team

Job summary

Exchange Street Financial Services Ltd in the United Kingdom is seeking a Diploma-qualified Financial Planner to take over an established client bank across multiple offices, with a planned handover from the outgoing adviser. The role offers generous salary potential and bonus opportunities from year one.

There is a clear path to equity participation through an internal funding model, supported by full paraplanning and administration.

Qualifications

• Diploma-qualified Financial Planner with competent adviser status.
• Proven ability to build lasting client relationships.
• Organised and able to manage a busy diary and identify cross-sell opportunities.

Responsibilities

• Advise clients and manage established client banks.
• Develop relationships and grow the business.
• Lead handover with outgoing adviser and work with paraplanning support.

Skills

Client relationship building

Commercial awareness

Organised diary management

Education

Diploma-qualified Financial Planner

Job description

Exchange Street Financial Services Ltd in the United Kingdom is seeking a Diploma-qualified Financial Planner to take over an established client bank across multiple offices, with a planned handover from the outgoing adviser. The role offers generous salary potential and bonus opportunities from year one.

There is a clear path to equity participation through an internal funding model, supported by full paraplanning and administration.