Financial Planner - Remote, Inherited Client Bank

Exchange Street Claims ltd; England; Hybrid; GBP 41.000 - 50.000; Vollzeit

Zusammenfassung

Exchange Street Financial Services Ltd in the United Kingdom is seeking a remote Financial Planner to join on a £45,000 basic salary with a £3,600 car allowance and an established client bank generating £90,000-£105,000 in annual ongoing fees. You’ll earn 10% of ongoing fees plus 15% on every new business, plus a discretionary profit share, with potential total earnings around £60,000–£70,000.

The role is remote-based with client work largely in Herefordshire.

Qualifikationen

• Level 4 Financial Planner with CAS; independent or restricted; ability to manage an established client bank.
• Comfortable with pensions and investments and travel to Herefordshire clients.
• Self-starter with ability to organise own week and meetings.

Aufgaben

• Inherit an established client bank and manage ongoing fees.
• Earn from ongoing fees and new business with defined bonus structures.
• Coordinate reviews, valuations and client meetings with support.
• Travel to see clients as needed while maintaining flexible diary.

Kenntnisse

Client management

Financial planning

Pensions

Investments

Self-starting

Remote work

Ausbildung

Level 4 qualified Financial Planner (CAS)

Tools

Client management system

Jobbeschreibung

Exchange Street Financial Services Ltd in the United Kingdom is seeking a remote Financial Planner to join on a £45,000 basic salary with a £3,600 car allowance and an established client bank generating £90,000-£105,000 in annual ongoing fees. You’ll earn 10% of ongoing fees plus 15% on every new business, plus a discretionary profit share, with potential total earnings around £60,000–£70,000.

The role is remote-based with client work largely in Herefordshire.