Financial Planner - Basildon, United Kingdom - Exchange Street Claims & Financial Services

Exchange Street Claims & Financial Services
Exchange Street Claims & Financial Services
Verified Company
Basildon, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
A lot of firms expect their financial planners to be great at marketing. To self-generate the majority of their appointments.

Not this one.
They're an award-winning business that is brilliant at marketing and generating high quality leads.

They have everything in place to set up a wealth arm - Permissions. Leads. Introducers. Marketing. A website. But it's missing one thing...

You.
You'll be the person who turns the concept of offering financial planning into reality. This business already provides advice in equity release and mortgages.

But with an increasing amount of clients asking for pension and investment advice, now is the timeto offer that too.


You will start off as an adviser but where you go from there is up to you. Given their projections, it's clear they will soon need more advisers and a sales manager. Someone who can drive the team but also get involved with strategy, operations andthe choice of technology.
This is where you come in. You might focus full time on management in the future. You might keep your hand in with the highest value cases. You might have designs on being Head of the division.
But you might not. And if that's the case we still want to talk to you.

This business has an existing HNW division that will yield client referrals throughout London & The South East. But as leads open up across the UK you'll decide how they are dealt with (video/telephone for example).
For now you'll lean on a network and outsourced paraplanning to free your time for clients. But the business also has a thriving apprenticeship programme that will form the bedrock of your support team.
You will be an existing financial planner with level 4 status and CAS. You'll be someone good with change. Someone who knows that this opportunity will come with bumps in the road.
They are planning on opening a London office.

But the site of this (and your location) is flexible, so if you're in travelling distance of Greater London the company can make it work.

**This is an established, award-winning business who will take care of leads for you.
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