Exchange Street Claims & Financial Services is seeking an experienced financial planner in the UK to join a busy, client-facing team. You’ll have full paraplanning and admin support behind you, with a diary filled with new investment meetings and annual reviews, enabling you to focus on client relationships.
The role offers a transparent pay mix: base £35k–£45k, KPI bonus £1,200 per month (£14,400/yr), sales bonus £7k–£24k, and a quarterly uplift; earnings typically £56k–£80k.
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Hybrid Financial Adviser: High-Volume Client Focus in Newcastle upon Tyne 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
