Senior Financial Planner

Exchange Street Claims ltd; Borehamwood; On-site; GBP 80,000 - 90,000; Full time

Job summary

A reputable financial services firm located in Borehamwood is seeking an experienced financial advisor to manage a substantial client book. With a salary of up to £90,000 and a generous bonus structure, this role offers significant growth opportunities. The ideal candidate will have over 5 years of advice experience and a proactive growth mindset. Training and support will be provided, enabling you to focus on client work effectively.

Qualifications

• 5+ years of experience in providing financial advice.
• Chartered status is preferred but not required.
• Must be proactive in client relationships and personal development.

Responsibilities

• Inherit and manage a high-value client book.
• Develop relationships with clients through meetings.
• Collaborate with paraplanning and admin teams.

Skills

Advice experience

Growth mindset

Education

Chartered qualification (or on track)

Job description

Overview

There aren't many people who enjoy uncertainty. And when it comes to your career there's nothing more uncertain than moving jobs. Add to that, at interview a lot of firms aren't exactly forthcoming about what you're walking in to. It can all be a bit vague, a bit wishy-washy. You won't have that problem with this business. Here you'll inherit 80 clients, £40m and about £300,000 of ongoing fees. These are coming from a retiring planner and there'll be a short but very useful handover. Your salary will be up to £90,000 and there's a generous bonus structure - 25% on new business. Given the client book there's plenty of opportunity for you to develop and grow that book too by being thorough and diligent. The business itself is sizeable, growing and well-funded. You\'ll have a dedicated manager and a training department (because even senior people need support).
Plus you'll have access to the firm\'s paraplanning and admin teams so you get to focus on what you enjoy - client work.

What you\'ll need

• It\'s a sizable, high value client book so you\'ll have plenty of advice experience (5 years +).
• If you\'re Chartered that\'s great. If not then you\'ll be on your way to it.
• You\'ll have a growth mindset - both with your own development and the client book. There are lots of opportunity within it and you\'re the type of person to grasp it.
• You\'ll meet most clients when you join and a lot of these meetings take place in the office. So you\'ll be in the Borehamwood area.

Dont let uncertainty put you off developing your career. Click apply. If you don\'t have a CV don\'t worry. Send us a way of contacting you - we can come to the CV later. Everyone will receive a response.