Exchange Street Claims ltd seeks a qualified Financial Planner to join a small, salary-led firm with a client-first culture. You will convert seminars, events and referrals into true advisory opportunities, servicing selected existing clients when needed.
The role covers pensions, investments, protection and broader planning, supported by a capable team. You will thrive on building long-term client relationships, enjoy warm opportunities, and aim to grow revenue.
#J-18808-LjbffrClient-First Financial Planner - Salary-Led Growth (Remote) in Birmingham employer: Exchange Street Claims ltd
Join a dynamic team as a Financial Adviser, where you will enjoy a supportive work culture that values your contributions and fosters professional growth. With the flexibility of hybrid or remote work, alongside competitive salary and bonus opportunities, this role offers a perfect balance for those seeking meaningful employment in a thriving environment.
Contact Details:
Exchange Street Claims ltd Recruitment Team
