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For Companies At a Glance
- Tasks: Manage client portfolios and provide tailored financial advice.
- Company: Dynamic financial planning firm with a focus on growth and support.
- Benefits: Starting salary of £50,000 plus bonuses and a clear pay journey.
- Why this job: Join a supportive team and grow your career while making a real impact.
- Qualifications: Passion for finance and strong communication skills.
- Other info: Mentorship and training provided to help you succeed.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Salary/Rate: c£50,000 + 25% bonus on new business + pay journey
Not enough firms talk about pay journeys. And they should. Because as you develop, take on more and improve, shouldn\’t your salary too? At this firm it will. You\’ll start on c£50,000 with £12m AUM. But by the end of year one you\’ll have £25m AUM. In the next few years you\’ll inherit enough to take you to £40m AUM and c£300,000 ongoing fees. By that point, your salary will be £90,000. And with bonuses from initial fees you\’ll be a six-figure earner. Not bad, huh? Along the way you\’ll have the support from a sizeable, growing and well funded business. You\’ll have a dedicated manager and training manager. You\’ll have your own mentor (a senior financial planner). And you\’ll have the support of paraplanning and admin teams so you get to focus on what you enjoy – client work. Your clients will come from retiring advisers. These clients live across the West Midlands (Warwickshire and Worcestershire in particular) and it will be your job to look after them. The business has realistic expectations about
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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 like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join relevant groups on social media, and don’t be shy about reaching out to potential mentors or colleagues. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to chat with someone about your career goals, make sure you can clearly explain why you’re the perfect fit for a financial planner role. Highlight your skills, experience, and what excites you about helping clients manage their finances.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After meeting someone or having an interview, drop them a quick message to say thanks and reiterate your interest. It shows you’re keen and keeps you fresh in their mind when they’re making decisions.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that financial planner gig. Plus, applying directly means your application gets seen by the right people. So, what are you waiting for? Get your application in and let’s make it happen!
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Show Your Passion for Financial Planning: When writing your application, let us see your enthusiasm for financial planning. Share why you love helping clients manage their finances and how you can make a difference in their lives. A personal touch goes a long way!
Highlight Relevant Experience: Make sure to showcase any relevant experience you have in financial planning or related fields. Whether it's internships, previous jobs, or even coursework, we want to know how your background prepares you for this role.
Tailor Your Application: Don’t just send a generic application! Tailor your CV and cover letter to match the job description. Mention specific skills and experiences that align with what we’re looking for, especially around client management and growth.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Exchange Street Claims ltd
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your understanding of financial metrics. Brush up on key figures like AUM (Assets Under Management) and how they impact client portfolios. Be ready to discuss how you would grow AUM and the strategies you’d employ to achieve that.
✨Showcase Your Client Management Skills
Since you'll be looking after clients from retiring advisers, it’s crucial to highlight your experience in client relationship management. Prepare examples of how you've successfully built and maintained client relationships in the past, focusing on your communication and problem-solving skills.
✨Understand the Firm's Culture
Research the firm’s values and culture before the interview. Knowing how they support their employees with mentorship and training can help you align your answers with what they value. This shows you’re not just interested in the role, but also in being part of their team.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about their pay journey, support systems, and growth opportunities. This not only shows your interest in the role but also helps you assess if the firm is the right fit for you.
