Senior Financial Planner

Exchange Street Claims ltd; Egham; On-site; GBP 70,000 - 100,000; Full time

Job summary

Une entreprise de planification financière recherche un conseiller qui allie équilibre travail-vie personnelle et professionnalisme. Avec un rythme compétitif de 70 000 à 100 000 £, vous gérerez un portefeuille de clients tout en développant de nouvelles opportunités, avec un soutien administratif solide. Des avantages compétitifs, y compris des jours de congé et un régime de retraite, vous attendent.

Benefits

25 jours de congés annuels

Un jour de congé pour votre anniversaire

Régime de pension contributif

Soins de santé privés

Assurance-vie

Assurance santé

Qualifications

• Minimum 5 ans d'expérience après obtention du CAS.
• Capacité à gérer un portefeuille client conséquent et à développer de nouvelles affaires.
• Énergie, détermination, et savoir-faire sont essentiels.

Responsibilities

• Servir un portefeuille de clients existants tout en développant de nouvelles affaires.
• Recevoir un bonus sur les frais en cours et les clients fidélisés.
• Travailler avec des paraplanners pour minimiser le temps consacré aux tâches administratives.

Skills

Gestion de portefeuille

Développement commercial

Relation client

Education

Niveau 4 d'adviser

Job description

Balance. All people want is a balance between the work they put in and the rewards they get out.

At many firms, this balance isn't achieved. You may not receive the clients or support you need, and unrealistic expectations might be placed on you. Often, the rewards are primarily for the company.

Here, at this financial planning firm, they get the balance right. From the outset, you'll be clear about what you'll inherit and what you need to do.

For this vacancy, that means enough ongoing advice fees to cover your 3.5x salary validation. From day one, you'll know what you're walking into.

Your client bank will require servicing, which consumes time that could be used for developing new business. However, this existing client bank offers opportunities for new business, both directly and through referrals. Since you'll be inheriting clients from a retiring planner, you'll have ample opportunity to expand your work with them.

They also get the balance right here. Different services are available so that clients with less complex needs can be managed by other advisers. This allows you to focus on clients with ongoing needs.

As you grow your book, you'll earn a bonus on increasing ongoing fees (15%). This rewards you immediately for new business and long-term for client retention.

In addition to the generous bonus, you'll receive a competitive starting salary appropriate for your experience (£70,000 - £100,000 depending on qualifications and experience).

Benefits include:

• 25 days annual leave
• A day off for your birthday
• Contributory pension scheme
• Private healthcare
• Life assurance
• Health insurance

Support from paraplanners and administrators in your local office means your time will be spent with clients, not on paperwork.

What you'll need:

You should be a Level 4 adviser (preferably Chartered) with at least 5 years post-CAS experience. You need the energy, determination, and ability to manage a sizable client portfolio and develop new business.

Interested in a company that values fairness and work-life balance? Click apply to learn more.

If you don't have a CV, send us your contact details, and we can connect later. Everyone will receive a response.