Financial Planner - Existing Clients

Posted 9 October by Exchange Street Financial Services
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Advisers are generally looking at job boards for one main reason; they do not have access to enough high-quality clients.

Whilst new business is an expected part of any role, it can be disheartening to keep reading different adverts that all say the same thing - bring your own clients, self-generate all of your own business and, in return, we will pay you a salary and give you a laptop (how kind). It is often disheartening to write them.

So it is nice to write an advert that says something different. That this is a position where you will be given an existing client base of c200 individuals in the Cheshire area to service and cultivate. That this position will mean working with people who have more than £150,000 invested and ongoing financial planning needs. That this is a company that pays people well (to £60,000 as a basic salary, plus car) and rewards their staff through an attractive bonus scheme (average earnings are £75,000).

So if you are a well-qualified financial planner (Chartered status would be ideal) seeking a role within a supportive, grown-up environment get in touch.

Required skills

  • Existing Clients
  • Financial Planning
  • Wealth Management
  • High Net Worth Individuals
  • Financial Adviser

Reference: 32763132

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