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Financial Planner

2 months ago

StokeonTrent, Stoke-on-Trent, United Kingdom Exchange Street Claims & Financial Services Full time
About Exchange Street Claims & Financial Services

We are a forward-thinking, modern financial services firm dedicated to providing exceptional client experiences. Our innovative approach and commitment to ethics and values set us apart from traditional businesses.

Job Opportunity

We are seeking an experienced Financial Planner to join our team. As a key member of our team, you will be responsible for working with clients to understand their financial goals and develop personalized plans to achieve them.

Key Responsibilities
  • Manage a sizeable client book, providing expert financial planning advice and guidance.
  • Collaborate with our dedicated manager and operational team to ensure seamless delivery of services.
  • Attend and present at events to showcase our expertise and build relationships with potential clients.
Requirements
  • 3+ years of post-CAS financial planning experience.
  • Strong understanding of financial planning principles and practices.
  • Excellent communication and interpersonal skills.
What We Offer

We offer a competitive salary, a low bonus validation level, and a supportive, empowering work environment. Our flat structure and inspirational leadership team ensure that every team member has a voice and is valued.

About Our Business

We are a business that prioritizes client needs, values, and ethics. Our own DFM allows us to maintain complete accountability to our clients, and we are committed to establishing ourselves as the leading planning business in our region.