Financial Planner (IFA)
other jobs Exchange Street Claims & Financial Services
Added before 3 Days
- England,North West,Cheshire
- Full Time, Permanent
- £55,000 - £70,000 per annum, negotiable
Job Description:
No targets. Just great financial planning.
Every time.
If you’re looking for the antidote to the consolidator job market, you’ve found it.
At this business you’ll be one of three planners who work together to provide first class financial planning.
That means no targets. No validation. No ego.
It means being able to spend time with your clients (a busy day is 2 client review meetings).
It means a flat structure where you get to have your say in how the business works.
It means a rewarding, fulfilling career where the pressure is on doing a great job, not selling.
The starting salary is c£65,000 but there’s some flexibility here to get the right person. There’s also an annual bonus based on company profitability. That’s likely to be 10-15% of salary.
As for an advocate, how about the exiting planner? They’re moving on to do something completely different but after 8 years it was a very tough decision. And they’d be happy to tell you more as well.
How refreshing is that?
What is also refreshing is their approach to the working environment. 95% of client meetings take place in their Cheshire office but it’s not a 9-5 office environment. It’s a grown up "we’re all adults here" one.
HERE’S WHAT YOU’LL NEED
What is fundamental to this business is the ethos and approach of the applicant. That means:
*Enough experience as a financial planner to make a swift impact with the client book you’ll inherit (2/3 years+)
*A client-first attitude
*A genuine team player
*Someone with a love of the job, not a love of the income
*Presence as a planner
THE COMPANY
This business has grown through referral year on year for 16 years. They’re proud to be independent and proud to be small whilst punching well above their weight.
Clients of the firm have £250,000 - £2m invested with them so it’s enjoyable, challenging work. But you won’t be overwhelmed - it’s a company that ensures its planners have a realistic client book to manage.
-----------------------------------------------------------------------------------------
If you didn’t think jobs like this existed anymore but pleased they do? Click apply.
No up-to-date CV? Don’t worry, we can deal with that later.
Everyone gets a response.
Every time.
If you’re looking for the antidote to the consolidator job market, you’ve found it.
At this business you’ll be one of three planners who work together to provide first class financial planning.
That means no targets. No validation. No ego.
It means being able to spend time with your clients (a busy day is 2 client review meetings).
It means a flat structure where you get to have your say in how the business works.
It means a rewarding, fulfilling career where the pressure is on doing a great job, not selling.
The starting salary is c£65,000 but there’s some flexibility here to get the right person. There’s also an annual bonus based on company profitability. That’s likely to be 10-15% of salary.
As for an advocate, how about the exiting planner? They’re moving on to do something completely different but after 8 years it was a very tough decision. And they’d be happy to tell you more as well.
How refreshing is that?
What is also refreshing is their approach to the working environment. 95% of client meetings take place in their Cheshire office but it’s not a 9-5 office environment. It’s a grown up "we’re all adults here" one.
HERE’S WHAT YOU’LL NEED
What is fundamental to this business is the ethos and approach of the applicant. That means:
*Enough experience as a financial planner to make a swift impact with the client book you’ll inherit (2/3 years+)
*A client-first attitude
*A genuine team player
*Someone with a love of the job, not a love of the income
*Presence as a planner
THE COMPANY
This business has grown through referral year on year for 16 years. They’re proud to be independent and proud to be small whilst punching well above their weight.
Clients of the firm have £250,000 - £2m invested with them so it’s enjoyable, challenging work. But you won’t be overwhelmed - it’s a company that ensures its planners have a realistic client book to manage.
-----------------------------------------------------------------------------------------
If you didn’t think jobs like this existed anymore but pleased they do? Click apply.
No up-to-date CV? Don’t worry, we can deal with that later.
Everyone gets a response.
Job number 3687004
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metapel
Company Details:
Exchange Street Claims & Financial Services
Company size: 10–19 employees
Industry: General Insurance
Recognising a need for a firm that offers a high quality, bespoke service to professionals and organisations within financial services, Exchange Stree...