Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage a high-value client book and provide expert financial advice.
- Company: A growing, well-funded financial firm with a supportive culture.
- Benefits: Up to £90,000 salary, generous bonuses, and dedicated training support.
- Why this job: Inherit 80 clients and £40m, with plenty of growth opportunities.
- Qualifications: 5+ years of advice experience; Chartered status is a plus.
- Other info: Dynamic environment in Borehamwood with a focus on client work.
The predicted salary is between 36000 - 60000 £ per year.
Overview
There aren\’t many people who enjoy uncertainty. And when it comes to your career there\’s nothing more uncertain than moving jobs. Add to that, at interview a lot of firms aren\’t exactly forthcoming about what you\’re walking in to. It can all be a bit vague, a bit wishy-washy. You won\’t have that problem with this business. Here you\’ll inherit 80 clients, £40m and about £300,000 of ongoing fees. These are coming from a retiring planner and there\’ll be a short but very useful handover. Your salary will be up to £90,000 and there\’s a generous bonus structure – 25% on new business. Given the client book there\’s plenty of opportunity for you to develop and grow that book too by being thorough and diligent. The business itself is sizeable, growing and well-funded. You\\\’ll have a dedicated manager and a training department (because even senior people need support).
Plus you\’ll have access to the firm\\\’s paraplanning and admin teams so you get to focus on what you enjoy – client work.
What you\\\’ll need
- It\\\’s a sizable, high value client book so you\\\’ll have plenty of advice experience (5 years +).
- If you\\\’re Chartered that\\\’s great. If not then you\\\’ll be on your way to it.
- You\\\’ll have a growth mindset – both with your own development and the client book. There are lots of opportunity within it and you\\\’re the type of person to grasp it.
- You\\\’ll meet most clients when you join and a lot of these meetings take place in the office. So you\\\’ll be in the Borehamwood area.
Dont let uncertainty put you off developing your career. Click apply. If you don\\\’t have a CV don\\\’t worry. Send us a way of contacting you – we can come to the CV later. Everyone will receive a response.
#J-18808-Ljbffr
Senior 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 Senior Financial Planner
✨Tip Number 1
Get to know the company before your interview. Research their values, culture, and recent news. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your pitch! Be ready to explain how your experience aligns with their needs, especially your client management skills. We want you to highlight your growth mindset and how you can develop that client book.
✨Tip Number 3
Prepare questions to ask during the interview. This shows you're engaged and helps you gauge if the company is the right fit for you. Think about what you want to know regarding support, training, and growth opportunities.
✨Tip Number 4
Don’t stress about having a CV ready. Just reach out through our website with your contact details. We’re here to help you through the process, and everyone will get a response!
We think you need these skills to ace Senior Financial Planner
Some tips for your application 🫡
Be Clear and Concise: When you're writing your application, keep it straightforward. We want to see your experience and skills shine through without any fluff. Make sure you highlight your relevant experience in financial planning and how it aligns with the role.
Show Your Growth Mindset: Since we’re looking for someone with a growth mindset, don’t shy away from sharing examples of how you've developed in your career. Whether it's gaining new qualifications or expanding your client base, let us know how you’ve embraced opportunities.
Tailor Your Application: Make sure to tailor your application to our specific needs. Mention the £40m client book and how you plan to manage and grow it. This shows us that you understand the role and are ready to hit the ground running.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application, and we promise everyone will get a response. If you don’t have a CV yet, just send us your contact details and we can sort that out later!
How to prepare for a job interview at Exchange Street Claims ltd
✨Know Your Numbers
As a Senior Financial Planner, you’ll need to demonstrate your expertise with figures. Brush up on key financial metrics and be ready to discuss how you've managed client portfolios in the past. This shows you’re not just about theory but have practical experience.
✨Showcase Your Growth Mindset
The job description highlights the importance of a growth mindset. Prepare examples of how you've developed your skills or expanded your client base in previous roles. This will resonate well with the interviewers and show that you're proactive about your professional development.
✨Prepare for Client Scenarios
Since you'll inherit a significant client book, think about potential scenarios you might face with these clients. Be ready to discuss how you would approach their needs and any strategies you would implement to grow the business further.
✨Ask Insightful Questions
Interviews are a two-way street. Prepare thoughtful questions about the company’s growth plans, the support from paraplanning and admin teams, and how success is measured in this role. This not only shows your interest but also helps you gauge if the company is the right fit for you.
