Exchange Street Claims & Financial Services is seeking a financial planner to service an existing client base with full paraplanning and admin support. You’ll spend time with clients to build value and drive results, supported by a strong back-office team.
Expect a diary filled with new investment meetings and annual reviews, plus a structured onboarding. Hybrid or remote working options are available, with a clear path to earnings growth.
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Client-First Financial Adviser — Hybrid/Remote, High-Impact in Birmingham employer: Exchange Street Claims & Financial Services
As a leading firm in the claims management sector, we pride ourselves on fostering a supportive and dynamic work culture that empowers our employees to excel. With a focus on professional development and a commitment to work-life balance, our remote positions offer flexibility while allowing you to manage high-value domestic claims across the vibrant Leeds and Yorkshire regions. Join us to be part of a team that values your expertise and provides ample opportunities for growth and advancement.
Contact Details:
Exchange Street Claims & Financial Services Recruitment Team
