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- Tasks: Manage a client portfolio while developing new business opportunities.
- Company: A financial planning firm focused on achieving work-life balance for its employees.
- Benefits: Enjoy 25 days annual leave, private healthcare, and a day off for your birthday.
- Why this job: Join a supportive team that values fairness and rewards your efforts with competitive bonuses.
- Qualifications: Must be a Level 4 adviser with at least 5 years of experience.
- Other info: No CV? No problem! Just send your contact details to connect.
The predicted salary is between 56000 - 84000 £ per year.
Balance. All people want is a balance between the work they put in and the rewards they get out.
At many firms, this balance isn\’t achieved. You may not receive the clients or support you need, and unrealistic expectations might be placed on you. Often, the rewards are primarily for the company.
Here, at this financial planning firm, they get the balance right. From the outset, you\’ll be clear about what you\’ll inherit and what you need to do.
For this vacancy, that means enough ongoing advice fees to cover your 3.5x salary validation. From day one, you\’ll know what you\’re walking into.
Your client bank will require servicing, which consumes time that could be used for developing new business. However, this existing client bank offers opportunities for new business, both directly and through referrals. Since you\’ll be inheriting clients from a retiring planner, you\’ll have ample opportunity to expand your work with them.
They also get the balance right here. Different services are available so that clients with less complex needs can be managed by other advisers. This allows you to focus on clients with ongoing needs.
As you grow your book, you\’ll earn a bonus on increasing ongoing fees (15%). This rewards you immediately for new business and long-term for client retention.
In addition to the generous bonus, you\’ll receive a competitive starting salary appropriate for your experience (£70,000 – £100,000 depending on qualifications and experience).
Benefits include:
- 25 days annual leave
- A day off for your birthday
- Contributory pension scheme
- Private healthcare
- Life assurance
- Health insurance
Support from paraplanners and administrators in your local office means your time will be spent with clients, not on paperwork.
What you\’ll need:
You should be a Level 4 adviser (preferably Chartered) with at least 5 years post-CAS experience. You need the energy, determination, and ability to manage a sizable client portfolio and develop new business.
Interested in a company that values fairness and work-life balance? Click apply to learn more.
If you don\’t have a CV, send us your contact details, and we can connect later. Everyone will receive a response.
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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
Research the company culture and values before your interview. Understanding their commitment to work-life balance and fairness will help you align your answers with what they value, making you a more attractive candidate.
✨Tip Number 2
Prepare specific examples of how you've successfully managed client portfolios in the past. Highlighting your experience with client retention and new business development will demonstrate that you can thrive in their environment.
✨Tip Number 3
Network with current or former employees of the firm on platforms like LinkedIn. They can provide insights into the role and the company, which can help you tailor your approach during the interview.
✨Tip Number 4
Be ready to discuss your vision for growing the client bank you'll inherit. Showing that you have a strategic plan for expanding your portfolio will impress the hiring team and demonstrate your proactive mindset.
We think you need these skills to ace Senior Financial Planner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of a Senior Financial Planner. Familiarise yourself with the balance they offer between client servicing and new business development.
Tailor Your CV: Highlight your relevant experience, especially your Level 4 adviser qualifications and any Chartered status. Emphasise your post-CAS experience and your ability to manage a sizable client portfolio.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company's commitment to work-life balance. Mention specific examples of how you've successfully developed new business or managed client relationships in the past.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in financial planning.
How to prepare for a job interview at Exchange Street Claims ltd
✨Understand the Balance
Make sure you grasp the concept of balance that the firm emphasises. Be prepared to discuss how you can contribute to maintaining this balance between client needs and business growth.
✨Showcase Your Experience
Highlight your Level 4 qualifications and relevant experience, especially your post-CAS journey. Be ready to provide examples of how you've successfully managed client portfolios and developed new business in the past.
✨Discuss Client Management Strategies
Prepare to talk about your approach to servicing existing clients while also seeking new opportunities. The firm values advisers who can effectively manage their time and resources, so share your strategies for balancing these responsibilities.
✨Emphasise Team Collaboration
Since support from paraplanners and administrators is a key aspect of the role, express your willingness to collaborate with team members. Discuss how teamwork has benefited your previous roles and how it can enhance client service.
