Exchange Street Claims ltd in Leeds is recruiting an experienced financial adviser to manage an established client portfolio and deliver comprehensive long-term financial planning across pensions, retirement, investments, drawdown and cashflow planning.
You will work with strong admin and paraplanning support in a close-knit, owner-managed firm that values collaboration, client focus and growth. There is potential to mentor junior colleagues as the team expands.
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Independent Financial Planner – High AUM, Uncapped Bonus 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
