Senior Financial Planner

Exchange Street Financial Services
75000.00 - 125000.00 GBP Annual
18 Apr 2019
16 May 2019
Contract Type

You're a very good financial adviser. But how good you are can be dependent on the resources you have. If you don't have access to clients with millions of pounds then there is only so much business you can write. So much you can learn. So much you can earn.

At this business your typical client will have millions invested with the firm. You'll work on complex cases. So your knowledge will grow and grow. And you'll have a brilliant resource to be successful; internal introducers.

You'll work with the investment management team that looks after GBP60bn AUM. Between their DFM/MPS proposition and your offering, you will be independent. It's a recognisable brand that screams top tier. So you will have everything you need to be the best adviser you can be.

And not only that, you'll have something which is invaluable. Time. They don't expect miracles. Yes you will have a track record of success, you'll be a proven door opener, and you'll be comfortable at networking. But you will not have set targets to worry about whilst you get established.

Simply support from the business that is prioritising financial planning. Support from the investment management division. And support from the well qualified paraplanning team.

The salary bracket on offer demonstrates the firm's commitment to financial planning. To be on a six-figure salary you would need Chartered status. But if not, as you achieve it your salary will reflect this.

This is a Birmingham based role. Your time will be divided between Birmingham and Oxford, where there is an existing client portfolio.

You're happy. You're loyal. And the thought of CVs, recruiters and interviews is a bit of a turn off. But having a brief conversation with one of our consultants might be an eye opener.

Click apply. We will be in touch.