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- Tasks: Manage a client portfolio and develop new business opportunities.
- Company: A balanced financial planning firm prioritising fair rewards for hard work.
- Benefits: Enjoy 25 days annual leave, private healthcare, and a generous bonus structure.
- Why this job: Join a supportive team where your efforts directly impact your earnings and client satisfaction.
- Qualifications: Level 4 adviser with 3+ years of experience and CAS required.
- Other info: No CV needed to apply; just send your contact details!
The predicted salary is between 48000 - 60000 £ per year.
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've got the balance right. And that's because you'll inherit enough ongoing fees to cover your validation. So you'll earn bonus (at 30%) on all new business that you do. True your client bank (c100) 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 (£60,000 - £75,000 depending on experience).
- 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 with 3 years+ experience. You'll have CAS and have the energy, determination and ability to manage a sizeable client portfolio and develop new business. Clients are in East Riding along with your local office, so you'll live in the area.
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.
Contact Detail:
Exchange Street Claims & Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - clients to inherit / 30 bonus on all new business
✨Tip Number 1
Network with other financial planners in your area, especially those who may have connections to the firm. Attend local industry events or seminars to meet potential colleagues and learn more about the company culture.
✨Tip Number 2
Research the firm's existing client base and their services. Understanding their clientele will help you tailor your approach during interviews and demonstrate how you can add value to their business.
✨Tip Number 3
Prepare to discuss your experience with managing client portfolios and developing new business. Be ready to share specific examples of how you've successfully grown a client base or improved client relationships in the past.
✨Tip Number 4
Familiarise yourself with the regulatory environment and any recent changes in financial planning that may affect the firm. Showing that you're up-to-date with industry trends can set you apart from other candidates.
We think you need these skills to ace Financial Planner - clients to inherit / 30 bonus on all new business
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Financial Planner position. Familiarise yourself with the balance they offer between work and rewards, as well as the importance of managing a client portfolio.
Tailor Your CV: Highlight your relevant experience as a level 4 adviser with at least 3 years in the field. Emphasise your ability to manage a sizeable client portfolio and your success in developing new business. Make sure your CV reflects your energy and determination.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the firm's values and how they align with your own. Discuss your approach to client management and how you plan to leverage the existing client bank for new business opportunities.
Follow Up: After submitting your application, consider following up with a polite email expressing your continued interest in the position. This shows initiative and can help keep your application top of mind for the hiring team.
How to prepare for a job interview at Exchange Street Claims & Financial Services
✨Understand the Company Culture
Before your interview, take some time to research the company's values and culture. This financial planning firm prides itself on balance and fairness, so be prepared to discuss how your own values align with theirs.
✨Showcase Your Client Management Skills
Since you'll be managing a sizeable client portfolio, be ready to share specific examples of how you've successfully managed client relationships in the past. Highlight any experience you have with developing new business from existing clients.
✨Prepare for Questions on Business Development
Expect questions about your strategies for growing new business and retaining clients. Think about how you can leverage the existing client bank and referrals to drive growth, and be ready to discuss your approach.
✨Demonstrate Your Commitment to Professional Development
With a requirement for level 4 advisers and at least three years of experience, it's important to show your commitment to ongoing professional development. Discuss any additional qualifications or training you've pursued to enhance your skills.
