Mentored Senior Financial Planner for Affluent Clients

Exchange Street Financial Services Ltd; Nottingham; Hybrid; GBP 63,000 - 77,000; Full time

Benefits offered by this job

Discretionary bonus

Pension

Income protection

Critical illness cover

Death in service

26 days' holiday

Sick pay

Option to buy extra holidays

Job summary

Exchange Street Financial Services Ltd is seeking a capable Financial Planner/IFA to join a growing Midlands group, mentored by the owner who has helped advisers grow their fee income.

You'll build a portfolio of affluent clients, provide independent financial advice across pensions, investments and protection, and work with paraplanning and admin support as you develop recurring fee income.

Qualifications

• You’ll need to be a qualified Financial Planner or IFA who can build trust with clients, develop relationships and represent the business well with professional introducers.
• 2-5 years advice experience backed up by solid performance is needed.
• Chartered, or keen to become Chartered.

Responsibilities

• Build a portfolio of increasingly affluent clients and provide high-quality independent financial advice.
• Turn enquiries from seminars, events, introductions and referrals into long-term client relationships.
• Cover pensions, investments, protection and wider planning work with support from the team.

Job description

Exchange Street Financial Services Ltd is seeking a capable Financial Planner/IFA to join a growing Midlands group, mentored by the owner who has helped advisers grow their fee income.

You'll build a portfolio of affluent clients, provide independent financial advice across pensions, investments and protection, and work with paraplanning and admin support as you develop recurring fee income.