Exchange Street Claims ltd in Leeds seeks a financial planner to manage an established client portfolio and provide long-term planning across pensions, retirement, investments, drawdown and cashflow.
The role sits in a private, independent, owner-managed firm with strong admin and paraplanning support. Starting salary up to £65,000 plus an uncapped bonus, with a clear path to salary increases as AUM grows.
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Contact Details:
Exchange Street Claims ltd Recruitment Team
