Client‑First Financial Planner (Remote/Hybrid)

Client‑First Financial Planner (Remote/Hybrid)

Full-Time No working from home possible
Exchange Street Claims & Financial Services

Exchange Street Claims & Financial Services is seeking a qualified Financial Planner to join a small, independent Chartered IFA firm with genuine client flow and a salary-led model.

You’ll convert enquiries into proper advice opportunities, manage selected existing clients, and deliver broad financial planning across pensions, investments and protection. The role offers strong support and clear progression as revenue grows.

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Client‑First Financial Planner (Remote/Hybrid) employer: Exchange Street Claims & Financial Services

Join a forward-thinking company that values your growth as a Remote Trainee Financial Adviser. With a structured training programme, competitive salary, and the opportunity to build your own client base, you'll thrive in a supportive environment that prioritises employee development and work-life balance. Enjoy the flexibility of hybrid or remote work while being part of a dynamic team dedicated to delivering exceptional client service.

Exchange Street Claims & Financial Services

Contact Details:

Exchange Street Claims & Financial Services Recruitment Team