At a Glance
- Tasks: Advise clients, build relationships, and grow your financial planning business.
- Company: Established financial firm with a strong track record of adviser success.
- Benefits: Competitive salary, bonus opportunities, full support, and equity participation.
- Other info: Dynamic environment with experienced colleagues and local management support.
- Why this job: Join a growing firm with a clear path to ownership and career advancement.
- Qualifications: Diploma-qualified Financial Planner with strong relationship-building skills.
The predicted salary is between 130000 - 130000 $ per year.
Salary/Rate: Basic Salary up to £60,000 with Bonus Opportunities.
The business has grown significantly over the years and now manages around £1.5bn in client assets. It's Chartered and operates under the direction of a local management team. With several experienced advisers approaching retirement, the firm is looking for Financial Planners to take over established client banks, with a planned handover alongside the outgoing adviser.
There are three opportunities available:
- Manchester: £130m of client assets across 155 households.
- South Cheshire / North Staffordshire: £130m across 200 households.
- Newcastle-under-Lyme: £45m across 230 households.
Each portfolio also generates significant new business opportunities which are expected to generate upwards of £100,000 in initial advice fees. You'll have a planned handover with the retiring adviser, giving you time to build relationships and get to know your clients properly. With full paraplanning and administration support, you'll be able to concentrate on what you're employed to do: advise clients, develop relationships and grow your business.
But there's a longer-term opportunity here too. The firm has a track record of helping advisers progress into ownership, supported by an internal funding model that makes equity participation a realistic possibility. Our relationship with the business goes back nearly 20 years. We've seen first-hand how it's developed, and we know the opportunities it can create for people with the right attitude and ambition.
WHAT'S ON OFFER
- Basic salary up to £60,000
- Existing employed advisers earning between £70,000 and £130,000 annually
- Bonus opportunities from year one
- Established client bank with a structured handover
- Genuine opportunity to acquire equity and build capital value
- Full paraplanning and administration support
- Pension, Death in Service and Income Protection
- Local offices, experienced colleagues and an approachable management team
WHAT YOU'LL NEED
You'll already be a Diploma-qualified Financial Planner with competent adviser status. We're open-minded about how long you've been advising. More important is your character, commercial awareness and ability to build lasting client relationships. You'll need to be organised, comfortable managing a busy diary and confident identifying opportunities to provide additional advice to existing clients. Ideally, you'll have ambitions beyond simply looking after a client bank and collecting a salary. You don't need to arrive with your own clients. You don't need to be generating new business from scratch. But you do need the drive to make the most of what you're being given.
Financial Planner in Didsbury employer: Exchange Street Financial Services Ltd
Exchange Street Financial Services Ltd is an exceptional employer, offering Financial Planners the chance to inherit established client banks while receiving comprehensive paraplanning and administrative support. With a strong emphasis on employee growth, you can look forward to a clear path towards equity participation and ownership, alongside a robust benefits package that includes pension plans and income protection. The collaborative work culture fosters meaningful relationships and encourages professional development, making it a rewarding place to advance your career in financial planning.
Contact Details:
Exchange Street Financial Services Ltd Recruitment Team
