Financial Planner

Exchange Street Claims & Financial Services

Posted 11 days ago, valid for 7 days

Macclesfield, Cheshire SK117UX, England

£35,000 - £42,000 per annum

Full Time

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Sonic Summary

This financial planning firm offers a balanced work environment where rewards align with efforts, providing a 30% bonus on all new business generated.
Advisers inherit a client bank from retiring planners, allowing them to focus on developing new business and leveraging referrals.
The position requires a minimum of 3 years of experience as a planner and a level 4 qualification, with level 6 preferred.
The starting salary ranges from £55,000 to £75,000, complemented by additional bonuses for growing ongoing fees.
Candidates should reside in Cheshire, as clients and the local office are based in the area.

Balance. All people want is a balance between the work they put in and the rewards they get out.At a lot of firms it doesn't work like that. You don't get the clients or the support you need. You have unrealistic expectations placed on you. You work hard but the rewards are weighted towards the company.Not here.At this financial planning firm they've got the balance right. And that's because there's no validation - you earn bonus (at 30%) on all new business that you do.True you will inherit a client bank to service which eats into the time you get for developing new business. But that existing client bank provides opportunity for new business, directly and through referrals. And given you're inheriting clients from a retiring planner you'll have plenty of opportunity to do more with the clients you have.And they get the balance right here too. There's different services available so clients with less complex needs can move to other advisers. You'll get to focus on those with ongoing needs instead.And as you grow and develop the book you'll get bonus on growing ongoing fees (15%). So you're rewarded straightaway for new business and long-term for retaining clients.On top of the generous bonus you'll get a good starting salary befitting someone with your knowledge (£55,000 - £75,000). And you'll have the support of paraplanners and administrators in your local office.WHAT YOU'LL NEED:You'll need to be a level 4 adviser (level 6 would be great) with a great track record.You'll have CAS and have the energy, determination and ability to manage a sizeable, client portfolio and develop new business.And good experience (3 years plus as a planner) is needed. Clients are in Cheshire along with your local office, so you'll live in the area. -----------------------------------------------------------------------------------------Looking for balance, a company that treats you fairly? Click apply and we’ll tell you everything you need to know.If you don't have a CV don't worry. Send us contact details and we can come to the CV later.Everyone will get a response.

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