Senior Financial Planner - East Riding succession planning

Exchange Street Claims & Financial Services

Job Location	Beverley
Education	Not Mentioned
Salary	£60,000 - £75,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent , full-time

Job Description

No one likes uncertainty. But if theres one thing that can put off someone from clicking apply its the fear of the unknown.How do I know what resources I will have How do I know theyll deliver How do I know whats in it for meEver been there where a firm struggles to answer those questions You wont be alone.But you wont find that here.Theyre acquisitive, which along with promotions and retirements, leads to succession planning issues. In your area that means they have a client book with £300,000 ongoing fees attached to it. Given this will take you over your threshold, youll earn£5,600 bonus for just managing the client bank. And theres a further 30% on all the new business you generate.Not bad ehYou can also factor in knowing exactly what youre walking in to. Youll know the average client portfolio. Their ages. The business thats been carried out. All the information you could possibly need to strategise a business development plan will be at yourfingertips.Youll get a good starting salary befitting someone with your knowledge (c£60,000 - £75,000) and experience (5 years plus as a planner). Youll get 30% on new business and 15% on ongoing paid half yearly, making this a six-figure environment.But to look after such a big book you need first class support. And youll have it.Youll work with administrators and paraplanners who not only carry out their traditional duties. They are front and centre when it comes to dealing with clients too, freeing up even more of your time.Theres flexible working and an ethos of encouraging a healthy work/life balance. And the feedback we get from planners who have interviewed and now work for them, is excellent.WHAT YOULL NEED:Youll need to be a level 4 adviser (level 6 would be great) with a great track record.Youll have CAS and have the energy, determination and ability to manage a sizeable, HNW client portfolio.And good experience (5 years plus as a planner) is needed.Clients are in East Riding along with your local office, so youll live in the area.-----------------------------------------------------------------------------------------Deserve more from your employer but unsure if the grass is greener Click apply and we’ll tell you everything you need to know.If you dont have a CV dont worry. Send us contact details and we can come to the CV later.Everyone will get a response.

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