At a Glance
- Tasks: Provide telephone-based financial advice on pensions and retirement planning.
- Company: Fast-growing firm dedicated to accessible financial advice for everyone.
- Benefits: Earn up to £100,000 with salary, bonuses, and profit-sharing schemes.
- Other info: Structured environment with no need for prospecting or client bank building.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Level 4 qualified with strong communication and relationship-building skills.
The predicted salary is between 50000 - 100000 € per year.
A full diary. Great earnings. No client bank to build.
This is a telephone‑based financial advice role focused on helping clients with pension and retirement planning (consolidation). Your diary will be full from leads with an 80‑90% conversion rate. You build relationships with clients, understand their needs, and explain advice clearly.
You can earn up to £100,000, comprising a £50,000 salary and performance‑related bonus. There is also a wider profit‑sharing bonus scheme and a wealth‑creation/equity‑style scheme for staff.
This firm is growing quickly by serving a part of the market that many traditional firms ignore. It believes good financial advice should not be reserved for those with large investments. In 2025 it brought in well over £100m AUM and continues to grow. It invests heavily in people, process, and technology, including paraplanners and success managers.
WHO WILL THIS SUIT?
- Level 4 qualified
- Confident discussing pensions
- Comfortable working to a process
- Good at building trust quickly
- Commercially minded
- Motivated by income
- Happy speaking to clients all day
- Comfortable with a full diary
- Honest enough to admit that sales is part of advice
- Happy being office based
- Tired of prospecting, networking or waiting for a client bank to grow
This job isn't for everyone, but for the right candidate it offers a fast‑growing, structured, and income‑focused environment.
Financial Planner in Manchester employer: Exchange Street Claims ltd
As a Financial Planner with us, you'll thrive in a dynamic and supportive environment that prioritises your professional growth and success. With a full diary of clients and an impressive earning potential, our company fosters a culture of collaboration and innovation, ensuring you have the tools and resources needed to excel in your role. Join a rapidly expanding firm that values your contributions and offers unique profit-sharing opportunities, making it an exceptional place to build a rewarding career.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Manchester
✨Tip Number 1
Get to know the company inside out! Research their values, mission, and recent achievements. This will help you connect with them during your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your pitch! You’ll be discussing pensions and retirement planning, so make sure you can explain complex ideas simply. Role-play with a friend or in front of a mirror to build your confidence and clarity.
✨Tip Number 3
Network like a pro! Use platforms like LinkedIn to connect with current employees or industry professionals. Ask for insights about the company culture and what they look for in candidates – it could give you the edge!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Financial Planner in Manchester
Some tips for your application 🫡
Show Your Passion for Financial Planning:When writing your application, let us see your enthusiasm for helping clients with their financial futures. Share any relevant experiences or qualifications that highlight your commitment to the field and how you can make a difference in our clients' lives.
Be Clear and Concise:We appreciate straightforward communication, so keep your application clear and to the point. Avoid jargon and ensure your skills and experiences are easy to understand, especially when discussing your qualifications and how they relate to pension and retirement planning.
Highlight Your Relationship-Building Skills:Since this role is all about building trust with clients, make sure to emphasise your ability to connect with people. Share examples of how you've successfully built relationships in previous roles, as this will show us you're a great fit for our team.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. This way, we can easily track your application and get back to you quicker. Plus, it shows us you're serious about joining our fast-growing team!
How to prepare for a job interview at Exchange Street Claims ltd
✨Know Your Numbers
Make sure you’re familiar with key financial concepts, especially around pensions and retirement planning. Brush up on the latest trends and regulations in the industry so you can speak confidently about them during the interview.
✨Showcase Your People Skills
Since this role is all about building relationships, be prepared to share examples of how you've successfully built trust with clients in the past. Think of specific situations where your communication skills made a difference.
✨Demonstrate Your Commercial Mindset
The company is looking for someone who is commercially minded. Be ready to discuss how you can contribute to their growth and success. Highlight any previous experiences where you’ve driven results or improved processes.
✨Embrace the Sales Aspect
This role involves a sales component, so don’t shy away from discussing your comfort level with selling financial advice. Share your thoughts on how you can balance providing valuable advice while also achieving sales targets.
