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- Tasks: Manage an inherited client bank and develop new business through referrals.
- Company: Join a reputable financial planning firm that values work-life balance and rewards.
- Benefits: Enjoy a competitive salary, 25 days annual leave, private healthcare, and more.
- Why this job: This role offers growth opportunities, bonuses for client retention, and a supportive team.
- Qualifications: Level 4 adviser qualification and at least 3 years of experience required.
- Other info: No CV needed—just send your contact details to apply!
The predicted salary is between 55000 - 80000 £ per year.
Salary/Rate: £55,000 – £80,000 + bonus (validation covered by ongoing fees) + benefits
About the Role
Our client, a reputable financial planning firm, offers a balanced approach to work and rewards. From the outset, you\’ll be informed about your inheritance and expectations, including sufficient ongoing advice fees to validate your salary.
While managing an inherited client bank, you\’ll have opportunities to develop new business through referrals and existing clients, especially as you inherit clients from retiring planners. The firm supports specialization, allowing you to focus on clients with ongoing needs.
As your book grows, you\’ll earn bonuses on increasing ongoing fees (15%), rewarding both new business and client retention.
Benefits
- £55,000 – £80,000 starting salary, commensurate with experience and qualifications
- 25 days annual leave
- Birthday day off
- Contributory pension scheme
- Private healthcare
- Life assurance
- Health insurance
You will have support from paraplanners and administrators, allowing you to focus on client interactions rather than paperwork.
Requirements
- Level 4 adviser qualification
- Minimum of 3 years post-CAS experience
- Energetic, determined, with the ability to manage and develop a sizeable client portfolio
- Aspiring to become Chartered
Application Process
If you\’re seeking a balanced, fair employer, click apply to learn more. No CV? No problem—just send your contact details, and we\’ll follow up.
Everyone will receive a response.
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Financial Planner employer: Exchange Street Claims ltd
Contact Detail:
Exchange Street Claims ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local finance events or join online forums to connect with others who can provide insights and potentially refer you to opportunities at firms like ours.
✨Tip Number 2
Showcase your expertise by engaging in discussions about financial planning on social media platforms like LinkedIn. Share articles, comment on trends, and demonstrate your knowledge to attract attention from hiring managers.
✨Tip Number 3
Consider reaching out directly to current employees at our firm. Ask them about their experiences and any tips they might have for someone looking to join as a Financial Planner. This can give you valuable insights into our company culture.
✨Tip Number 4
Prepare for potential interviews by familiarising yourself with common financial planning scenarios and case studies. Being able to discuss how you would handle specific client situations can set you apart from other candidates.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 adviser qualification and at least three years of post-CAS experience. Emphasise any relevant achievements in managing client portfolios and developing new business.
Craft a Compelling Cover Letter: Write a cover letter that showcases your energy and determination. Discuss your aspirations to become Chartered and how you can contribute to the firm's goals, particularly in client retention and business development.
Highlight Relevant Skills: In your application, focus on skills that are crucial for a Financial Planner, such as client relationship management, financial analysis, and strategic planning. Use specific examples to demonstrate these skills in action.
Follow Up: After submitting your application, consider following up with a polite email expressing your continued interest in the position. This shows initiative and enthusiasm for the role.
How to prepare for a job interview at Exchange Street Claims ltd
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics and industry standards. Brush up on key figures related to client portfolios, ongoing fees, and potential bonuses to demonstrate your expertise during the interview.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed and developed client relationships in the past. Highlight your experience with inherited client banks and how you’ve grown them, as this will resonate with the firm's focus on client retention and new business development.
✨Express Your Aspirations
Since the role encourages specialisation and aims for Chartered status, be ready to discuss your career goals. Share your plans for professional development and how you intend to achieve Chartered status, showing your commitment to growth within the firm.
✨Understand the Firm's Culture
Research the company's values and work-life balance approach. Be prepared to discuss how your personal values align with theirs, especially regarding their balanced approach to work and rewards, which is a key selling point for the role.
