- You'll take on a sizeable client book of people who'll be used to working with the founder - it will be a big change for some.
- Whilst a supportive, nurturing environment it's an empowering one too. You'll have the trust of the business to get on with doing what you're best at - working with clients.
- You'll attend and in the future possibly present at some of their events.
Financial Planner
Exchange Street Claims & Financial Services
Posted 2 days ago, valid for 2 days
Stoke-On-Trent, Staffordshire ST9 0ET, England
Full Time
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Sonic Summary
- The firm is seeking a financial planner with a minimum of 3 years of post-CAS experience to join their innovative and modern practice.
- The salary for this position is expected to be in the range of £55,000 to £70,000, with a low validation level for bonuses.
- The role involves managing a sizeable client book and working alongside a dedicated manager and operational team.
- The company is focused on growth and future-proofing, having seen a significant increase in client enquiries in 2024.
- They prioritize hiring based on ethics, values, and potential rather than just past performance, creating a supportive and empowering work environment.