Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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 a 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 are 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 a 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.
Financial Planner - clients to inherit / 30 bonus on all new business employer: Exchange Street Claims & Financial Services
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 join relevant online forums to build relationships and gain insights 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, showcasing how your experience aligns with their needs and how you can add value.
✨Tip Number 3
Prepare to discuss your strategies for managing and growing a client portfolio. Be ready to share specific examples of how you've successfully developed new business in the past, as this will demonstrate your capability to thrive in their environment.
✨Tip Number 4
Familiarise yourself with the latest trends in financial planning and client management. Being knowledgeable about current market conditions and regulatory changes will show that you're proactive and well-prepared for the role.
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 three 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 achievements and aligns with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the firm's values. Mention how you can contribute to their balanced approach and your enthusiasm for inheriting clients from a retiring planner.
Follow Up: After submitting your application through our website, consider following up with a polite email expressing your continued interest in the position. This shows initiative and keeps you on their radar.
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 Experience
With a requirement of 3 years+ experience and being a level 4 adviser, make sure to highlight specific examples from your past roles that demonstrate your ability to manage a sizeable client portfolio and develop new business.
✨Prepare for Client Scenarios
Since you'll be inheriting clients, think about how you would approach servicing their needs and developing new business opportunities. Be ready to discuss strategies for maintaining and growing client relationships.
✨Ask Insightful Questions
Prepare thoughtful questions about the support you'll receive, such as the role of paraplanners and administrators. This shows your interest in how the company facilitates your success and allows you to gauge if it’s the right fit for you.
