Exchange Street Claims & Financial Services is seeking a capable paraplanner/financial planner to join a hands-on team and help deliver solutions without the pressures of aggressive targets. You’ll guide advisers on pensions, investments and tax mitigation, explaining complex facts clearly and proposing practical client-focused solutions.
This role offers working from home and a strong benefits package. You'll become the technical lead for tricky cases and enjoy two yearly progression
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Remote Technical Financial Planning Advisor in Liverpool 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
