Financial Planning Specialist

1 month ago


Stevenage, Hertfordshire, United Kingdom Exchange Street Claims ltd Full time
Key Responsibilities:

As a level 4 qualified financial planner with current Competent Adviser Status, you will be responsible for helping drive the transition of clients from our existing platform to a new one.

We're looking for an experienced professional who can provide exceptional service and support to our clients, helping them to save on fees and achieve better performance. The role comes with a competitive salary of £60,000 - £75,000 per annum, with a significant bonus once the transition of clients is complete.

Alternatively, you may choose to forgo the bonus and take on the clients as your own, switching to a self-employed contract with fantastic splits on business and an exit strategy. You'll also have access to help with admin/paraplanning, as well as the company's brilliant technology.

Requirements:
  • Level 4 qualified financial planner
  • Current Competent Adviser Status


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