Senior Financial Planner - High-Value Book, AI-Powered Support

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

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.