At a Glance
- Tasks: Guide financial planners on pensions, investments, and tax mitigation with clear explanations.
- Company: Exchange Street Claims & Financial Services, a leader in financial planning support.
- Benefits: Up to £50,000 salary, 10% non-contributory pension, and remote work flexibility.
- Other info: Strong progression path in a supportive work-from-home environment.
- Why this job: Join a dynamic team at the forefront of financial advisory support and make a real impact.
- Qualifications: Technical mindset and ability to explain complex financial concepts clearly.
The predicted salary is between 50000 - 50000 £ per year.
Exchange Street Claims & Financial Services is recruiting for a technically minded financial planning support role, offering a strong progression path and a work-from-home setup. You will guide financial planners on pensions, investments and tax mitigation, explaining complex concepts clearly and developing practical solutions for clients. The role places you at the technical forefront of advisory support.
The package includes a starting salary of up to £50,000 and a 10% non-contributory pension.
Remote Senior Technical Financial Planning Consultant 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
