Exchange Street Claims & Financial Services in North Leeds is recruiting a qualified financial planner to manage an established client portfolio, delivering long-term financial planning across pensions, retirement planning, investments, drawdown and cashflow planning.
You’ll benefit from strong admin and paraplanning support, a collaborative team, and clear progression as your AUM and responsibilities grow, with potential mentoring of junior advisers.
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Independent Financial Planner – Grow AUM & Uncapped Bonus in Guiseley 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
