£45K/yr to £65K/yr
England, United Kingdom
Permanent, Variable

Financial Planner

Posted by Exchange Street Claims & Financial Services.

You're in the early stages of your career as a Financial Planner. You worked hard to get your exams. You were grateful to get your first step on the career ladder. You're keen to keep progressing.

But you feel like you're going nowhere.

It's often difficult for new advisers to get that first opportunity so they accept any role they can get. Even roles offering little training, support with clients or a genuine career development path.

Fortunately, you don't have to grin and bear it. There are fantastic opportunities out there for Junior Advisers. Just like this one!

Our client helps good advisers develop into great ones. We know because they've done it before. We helped them find one in 2022. They have an existing client portfolio to hand over, paraplanning for all advisers and a truly supportive team environment.

This is a place where you can plant roots. Where you can grow. This independent, chartered practice is where you aspire to be. At the forefront of modern financial planning.

They excel in supporting high net worth clients in their financial journey. They operate a truly service orientated proposition. A professional practice rather than an old school sales environment.

They pay people like a professional practice too. A genuine market leading salary. When you sit down with a client, they want you fully focused on what's right for them. Not thinking about what bonus you might receive. They know what a good adviser is worth and are happy to pay it. Don't worry, you will get bonus too! It comes out of the profits (and they are doing well) so everyone shares in the firm's success.

You might have been advising for 6 months or for 6 years. If you feel ready to take the next step on that ladder. This job could be for you. Apply here and we'll tell you more about it.

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