At a Glance
- Tasks: Guide financial planners on pensions, investments, and tax solutions remotely.
- Company: Exchange Street Claims & Financial Services, a leader in financial planning.
- Benefits: Flexible remote work, supportive environment, and opportunities for professional growth.
- Other info: Join a dynamic team focused on client wealth growth.
- Why this job: Become the go-to expert in financial planning and make a real difference.
- Qualifications: Level 4 qualification in financial planning and strong advisory skills.
The predicted salary is between 40000 - 50000 £ per year.
Exchange Street Claims & Financial Services is seeking a technically minded financial planning professional for a remote role in the UK.
You will guide financial planners on pensions, investments and tax mitigation, becoming the go-to person for complex cases and practical solutions.
Ideal candidates are paraplanners or planners with a Level 4 qualification, capable of advising and, when needed, challenging senior advisers while helping clients grow their wealth within a supportive environment.
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Remote Technical Consultant for Financial Planning in Guiseley 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.
Contact Details:
Exchange Street Claims & Financial Services Recruitment Team
