Exchange Street Claims ltd is a national firm that acquires client banks from retiring advisers. You’ll join a team of 50+ advisers focused on servicing an existing client base properly.
You’ll be the one giving advice, with a diary filled with new investment meetings and annual reviews, and you’ll have full paraplanning and admin support behind you. Hybrid or remote working is available, earnings range from £56,000 to £80,000 per year with a base £35,000–£45,000 plus bonuses and commissions;
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Client-Focused Financial Adviser – Hybrid/Remote in Birmingham employer: Exchange Street Claims ltd
Join a thriving, privately owned financial planning firm in North Leeds that prioritises genuine independence and offers a supportive work culture. With a competitive salary of up to £65,000, uncapped bonuses, and a clear path for career progression, you'll have the opportunity to manage an established client portfolio while benefiting from strong administrative support and a collaborative team environment. This is an excellent employer for those seeking meaningful growth and the chance to make a real impact in their clients' financial futures.
Contact Details:
Exchange Street Claims ltd Recruitment Team