Senior Financial Planner

3 weeks ago


Grimsby, North East Lincolnshire, United Kingdom Exchange Street Claims & Financial Services Full time
Unlock Your Potential as a Financial Planner

Are you looking for a career that offers a perfect balance between work and personal life? Do you want to work for a company that values its employees and provides a supportive environment? Look no further

At Exchange Street Claims & Financial Services, we understand the importance of work-life balance and offer a range of benefits to ensure our employees can achieve this. Our financial planners work with clients in Grimsby and North Lincolnshire, providing expert advice and guidance to help them achieve their financial goals.

We're seeking a highly motivated and experienced financial planner to join our team. As a level 4 adviser (level 6 would be great), you'll have a proven track record of success and be able to manage a sizeable client portfolio. You'll also have the energy, determination, and ability to develop new business and grow our client base.

Our company offers a generous starting salary, ranging from £65,000 to £75,000 depending on your qualifications, as well as a range of benefits, including flexible working and a healthy work-life balance. You'll also have the support of paraplanners and administrators in your local office.

So if you're looking for a career that offers a perfect balance between work and personal life, and you're passionate about providing expert financial advice, we'd love to hear from you

Key Responsibilities:

  • Manage a sizeable client portfolio and develop new business
  • Provide expert financial advice and guidance to clients
  • Work closely with paraplanners and administrators to ensure seamless service delivery
  • Meet and exceed sales targets and grow our client base

Requirements:

  • Level 4 adviser (level 6 would be great) with a proven track record of success
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong business development skills and ability to grow our client base

What We Offer:

  • Generous starting salary ranging from £65,000 to £75,000 depending on your qualifications
  • Flexible working and a healthy work-life balance
  • Support of paraplanners and administrators in your local office
  • Opportunities for career growth and development


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