Ownership Path for Financial Adviser: Practice Owner

Ownership Path for Financial Adviser: Practice Owner

Full-Time No working from home possible
Exchange Street Claims & Financial Services

Exchange Street Claims & Financial Services in Edinburgh is offering an employed financial adviser role with a clear long-term path to owning the practice. You’ll start with 70 established client relationships to manage while learning from the current owner.

The position pays £60,000–£65,000 per year plus a performance-related bonus, with support to recruit, grow revenue and gradually transition ownership over three to six years.

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Ownership Path for Financial Adviser: Practice Owner 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.

Exchange Street Claims & Financial Services

Contact Details:

Exchange Street Claims & Financial Services Recruitment Team