Senior Financial Planner - Inherit Key Client Book

Exchange Street Claims & Financial Services; England; On-site; GBP 65,000 - 90,000; Full time

Job summary

Exchange Street Claims & Financial Services in Cheshire seeks a senior financial planner to take over an established client book as a director plans to retire in 2027. You will provide first-class financial planning without targets, focusing on client needs and relationships rather than sales pressure.

The role offers a flat structure and real influence on how the business operates. Typically 2–3 years of planner experience plus a client-first attitude are required.

Qualifications

• Experience as a financial planner with a client-first approach.
• Ability to spend substantial time with clients and manage relationships.
• Good presence and credibility as a planner in front of high-net-worth clients.
• Experience with IHT and estate planning is useful for the business.

Responsibilities

• Take over an established client book as a director approaches retirement.
• Provide first-class financial planning without aggressive sales targets.
• Spend time with clients; a busy day is a couple of review meetings.
• Maintain a flat structure and have voice in how the business operates.

Skills

Financial planning

Client relations

Team collaboration

Client-first attitude

Estate planning knowledge

Job description

Exchange Street Claims & Financial Services in Cheshire seeks a senior financial planner to take over an established client book as a director plans to retire in 2027. You will provide first-class financial planning without targets, focusing on client needs and relationships rather than sales pressure.

The role offers a flat structure and real influence on how the business operates. Typically 2–3 years of planner experience plus a client-first attitude are required.