Exchange Street Claims & Financial Services is seeking an experienced financial planner to join its growing advisory team in the UK. You’ll inherit clients and develop a regional practice centered on Northampton, with Milton Keynes as a potential base, and build stronger relationships with accountancy partners.
You’ll need at least three years’ post-CAS experience, strong technical knowledge, and Chartered status or progress toward it.
#J-18808-LjbffrIndependent Financial Adviser: Build a Regional Wealth Practice 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