Exchange Street Claims & Financial Services in Cheshire seeks a senior financial planner to take over an established client book as a director plans to retire in 2027. You will provide first-class financial planning without targets, focusing on client needs and relationships rather than sales pressure.
The role offers a flat structure and real influence on how the business operates. Typically 2–3 years of planner experience plus a client-first attitude are required.
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Senior Financial Planner - Inherit Key Client Book 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
