Senior Financial Planner

Exchange Street Claims & Financial Services; England; On-site; GBP 70,000 - 100,000; Full time

Job summary

A financial planning firm in the UK is seeking a qualified adviser to service existing clients while developing new business. With a salary range of £70,000 to £100,000 based on experience, the role offers 25 days of annual leave, a day off for your birthday, and contributions to a pension scheme. Applicants must have at least 5 years of experience and a Level 4 adviser qualification. This firm promotes a healthy work-life balance and provides dedicated support for paperwork.

Benefits

25 days annual leave

Birthday off

Contributory pension scheme

Private Healthcare

Life assurance

Health insurance

Qualifications

• 5 years post-CAS experience required.
• Energy and determination to manage a sizeable client portfolio.
• Ability to develop new business effectively.

Responsibilities

• Service existing client bank and develop new business.
• Focus on clients with ongoing needs.
• Work with paraplanners and administrators for client meetings.

Skills

Client relationship management

New business development

Financial planning

Education

Level 4 adviser (preferably Chartered)

Job description

Overview

Balance. All people want is a balance between the work they put in and the rewards they get out. At a lot of firms it doesn\'t work like that. You don\'t get the clients or the support you need. You have unrealistic expectations placed on you. You work hard but the rewards are weighted towards the company. Not here.

At this financial planning firm they get the balance right. They\'ll be clear with you from the outset about what you\'ll inherit and what you need to do. For this vacancy that means enough ongoing advice fees to cover your 3.5 x validation of salary. So from day one, you know what you\'re walking into.

True your client bank will need servicing which eats into the time you get for developing new business. But that existing client bank provides opportunity for new business, directly and through referrals. And given you\'re inheriting clients from a retiring planner you\'ll have plenty of opportunity to do more with the clients you have. And they get the balance right here too. There\'s different services available so clients with less complex needs can move to other advisers. You\'ll get to focus on those with ongoing needs instead. And as you grow and develop the book you\'ll get bonus on growing ongoing fees (15%). So you\'re rewarded straightaway for new business and long-term for retaining clients.

On top of the generous bonus you\'ll get a good starting salary befitting someone with your knowledge (\u00a370,000 - \u00a3100,000) depending on experience/qualifications.

There\'s also:

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

On top of that you\'ll have the support of paraplanners and administrators in your local office. Your time will be spent with clients, not on paperwork.

What you\'ll need

You'll need to be a level 4 adviser (preferably Chartered) with 5 years post-CAS experience. You'll have the energy, determination and ability to manage a sizeable, client portfolio and develop new business.

How to apply

Looking for balance, a company that treats you fairly? Click apply and we\'ll tell you everything you need to know. If you don\'t have a CV don\'t worry. Send us contact details and we can come to the CV later. Everyone will get a response.