Exchange Street Claims & Financial Services is seeking a commercially minded financial planner to join its close-knit, owner‑managed firm in the UK. You will manage an established client portfolio and deliver long‑term planning across pensions, retirement, investments, drawdown and cashflow.
With strong admin and paraplanning support, you won’t work in isolation. There is a clear path to increasing your basic salary as AUM grows, plus an uncapped bonus (around £15,000 in year one) and proven
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Independent Financial Planner: Grow AUM with Proven Leads 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
