Senior Financial Planner

Exchange Street Claims ltd; Colchester; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial planning firm in Colchester seeks a skilled financial planner. You'll inherit a £60m client book, with a salary of up to £80,000 and potential to earn six figures within the first year. You’ll receive excellent support with automated systems and strong administrative teams. A minimum of 5 years in client advisory is required, and being Chartered is an advantage. The role offers substantial growth opportunities with local clients.

Qualifications

• 5+ years of client advisory experience needed.
• Must be on the path to becoming Chartered.

Responsibilities

• Manage a sizable, high-value client book.
• Provide financial advice to local clients.

Skills

Client advisory experience

Growth mindset

Education

Chartered Financial Planner or on the way

Job description

Overview

It's hard to be a great financial planner without a great team behind you. If you have clunky processes, sloppy admin and not enough technical support to free up your time, that dream can turn into a nightmare. You won't have that problem with this business.

Here you'll inherit £60m and associated ongoing fees. These are coming from a retiring planner and there'll be a very useful handover before they exit in Q1 2026.

Your salary will be up to £80,000 and, given the size of the book/ongoing fees you'll inherit, you'll be a six-figure earner from year one onwards.

The key here is the calibre of support you'll get. The business has invested heavily in technology so you'll have fully automated systems. AI and automation can be game-changing in the right hands and this company will continue to be at the forefront of developing it within the business. They have also invested heavily in their admin and paraplanning teams. The service you will get is first-class and will free up the time for you to spend doing what you enjoy – speaking with clients. The business itself has a strong reputation and has been around for years. In more recent times it has grown through small but targeted acquisitions, and remains well-funded.

HERE'S 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.

The office is in Colchester and clients will be reasonably local so you'll be in the region.

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