Senior Financial Planner — Lead £40m Book, Growth & Support

Exchange Street Claims ltd; Borehamwood; On-site; GBP 80,000 - 90,000; Full time

Job summary

A reputable financial services firm located in Borehamwood is seeking an experienced financial advisor to manage a substantial client book. With a salary of up to £90,000 and a generous bonus structure, this role offers significant growth opportunities. The ideal candidate will have over 5 years of advice experience and a proactive growth mindset. Training and support will be provided, enabling you to focus on client work effectively.

Qualifications

• 5+ years of experience in providing financial advice.
• Chartered status is preferred but not required.
• Must be proactive in client relationships and personal development.

Responsibilities

• Inherit and manage a high-value client book.
• Develop relationships with clients through meetings.
• Collaborate with paraplanning and admin teams.

Skills

Advice experience

Growth mindset

Education

Chartered qualification (or on track)

Job description

A reputable financial services firm located in Borehamwood is seeking an experienced financial advisor to manage a substantial client book. With a salary of up to £90,000 and a generous bonus structure, this role offers significant growth opportunities. The ideal candidate will have over 5 years of advice experience and a proactive growth mindset. Training and support will be provided, enabling you to focus on client work effectively.