At a Glance
- Tasks: Manage an inherited client bank and provide expert pensions and investments advice.
- Company: Exchange Street Claims & Financial Services, a leader in financial planning.
- Benefits: Flexible remote work, dedicated support team, and clear career progression.
- Other info: Enjoy a structured induction and salary growth opportunities.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Level 4 qualified with 2+ years’ adviser experience and a proactive mindset.
The predicted salary is between 44775 - 54725 £ per year.
Exchange Street Claims & Financial Services is seeking a level 4 qualified financial planner to manage an inherited client bank and provide pensions and investments advice.
You’ll work remotely with flexible client meetings and a dedicated support team ensuring smooth valuations and system queries.
A clear career journey accompanies salary growth and a structured induction.
You will need CAS and 2+ years’ adviser experience, with a proactive, self-starting approach in Herefordshire-based client
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IFA: Inherited Client Bank, Remote Role in Hereford 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
