Exchange Street Claims ltd is seeking a financial adviser to join a national practice focused on servicing an existing client base. You’ll have full paraplanning and admin support behind you and a diary filled with new investment meetings and annual reviews.
There are no monthly sales targets; earnings come from a base salary plus KPI/compliance bonus, sales bonus, and a quarterly uplift if targets are met.
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Client-Focused Financial Planner (Hybrid/Remote) in Leeds 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
