Financial Planner
3 weeks ago
About the Role
We are seeking an experienced Level 4 Financial Planner to join our team at Exchange Street Claims Ltd. As a Financial Advisor, you will be responsible for servicing a book of existing clients from the comfort of your own home.
Key Responsibilities
- Provide exceptional client service to a portfolio of existing clients
- Work from home with minimal supervision, focusing on client retention and growth
- Manage a significant book of business with £140,000 - £200,000 ongoing fees
- Enjoy a competitive salary of £50,000, with a 3x validation bonus structure
- Benefit from ongoing CPD/training and a supportive management team
Requirements
- Level 4 Financial Planning qualification
- Experience in client servicing and retention
- Ability to work from home with minimal supervision
- Strong communication and interpersonal skills
Location
We have openings in the following areas: Cannock/Wolverhampton/Birmingham, Nottingham/Derby, Bristol/Bath, and Northern Home Counties up to Peterborough.
Benefits
- 8% non-contributory pension
- 2 x Death in Service
- PMI
- 20 days holiday plus between Christmas and New Year
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