Financial Planner

Exchange Street Claims & Financial Services
Just because you’re happy doesn’t mean you can’t be happier.Most people who read job adverts are not desperate for a new job. People like you for example. You’re happy enough. Well thought of. Well looked after.But that doesn’t mean that you can’t be better looked after. Challenged more. Or more fulfilled. You don’t always need to have a reason to click apply other than how good another company sounds.And what’s the harm in that?This is a business that does things a little differently. They empower their clients to make the right financial choices, seeing themselves as mentors not wealth managers. They still do what a wealth manager does, but it’s a different mindset and approach.They are a modern, ambitious wealth planner who’ve invested in great technology. Want to access your portfolio from an app? No problem. Want to know how good they are? No problem. Over 97% of their Vouchedfor reviews are 5 .When you’re as good as this, it’s natural that you get busier and busier. Especially given the introductions they receive from professional connections like law firms. And they now need an extra planner to ensure they provide the depth of service they pride themselves on.It’s important to note that this is a firm that hires on attitude. It tailors each role to the person they hire and their strengths. Many of their recent recruits were when they created a position for someone.Imagine a job that fits you like a glove.You’ll need to be a financial planner with some degree of experience. You’ll be someone who buys into their vision. You’ll be someone with a growth mindset, an individual who can help them build the business. But as you’d expect from a firm that hires as it does, they don’t have a list of demands around years of experience etc.It’s a salaried role where you’d have the support of administrators, paraplanners and a dedicated investment team. It’s a supportive, fun and vibrant place to work. It’s got exceptional branding/marketing. It even has free parking.You’re happy. You’re loyal. And the thought of CVs, recruiters and interviews is a bit of a turn off. But having a brief conversation with one of our consultants might be an eye opener. It might even make you happier.Click apply. We will be in touch.