Exchange Street Recruitment
Financial Planner
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Put the client first. Do proper financial planning. The revenue and the income will follow.
That should be obvious. But in some financial planning roles, the focus can drift towards targets, validation and short-term production.
This role is different.
You’ll join a small, independent Chartered IFA firm with genuine client flow, strong support and a salary-led model. The focus is on good advice, long-term relationships and growing revenue in the right way. As your revenue and contribution grow, your salary is reviewed too.
And there is evidence that this works.
- One adviser has grown from a £75,000 starting production point to £368,000 in fee income over four years.
- Another has grown from £200,000 to £571,000 over the same period.
And as their revenue has grown, so has their salary.
THE JOB
You’ll pick up new enquiries generated through seminars, events, introductions and referrals. You’ll work with the wider team to convert event attendees and enquiries into proper advice opportunities. And you’ll take on selected existing clients where capacity is needed across the adviser team.
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The advice is broad financial planning, covering pensions, investments, protection and wider planning work. There are also some sizeable protection opportunities, with recent cases producing fees of £20,000 and £27,000.
You’ll be supported by paraplanning, administration, operations, client relationship management and marketing. As your activity grows, further support can be added around you.
This is a small firm, so the culture matters. No one is on a pedestal. The expectation is that people are collaborative, grounded, compliant and focused on doing the right thing for clients.
HERE'S WHAT YOU'LL NEED
You’ll need to be a qualified Financial Planner who can build trust with clients and represent the firm well with professional introducers.
Chartered, or keen to become Chartered, would be ideal.
You do not need to bring clients. You do need to enjoy building relationships, following up warm opportunities and turning good client conversations into long-term planning relationships.
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This is not cold business development. It is making the most of the opportunities the firm is already creating.
PACKAGE
- Salary up to £70,000 + £6,000 car allowance
- Annual salary review as your revenue and contribution grow
- December bonus (c£5,000-£6,000)
- Pension
- Income Protection
- Critical Illness cover
- Death in Service
- 26 days’ holiday plus bank holidays
- Sick pay
- Option to buy up to 10 extra days’ holiday
- Potential future EMI scheme
LOCATION
Location is flexible for the right person, although Birmingham, Bristol/Bath, Oxford and the South East of England are especially attractive.
In Birmingham you'll have access to the office. If not you'll work remotely.
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