Exchange Street Claims ltd is hiring a competent financial adviser to deliver personalised financial planning and investment advice to an existing client base. You will conduct investment meetings, perform annual reviews, and work with paraplanning and admin support to support a busy diary.
The role emphasizes client time, with a structured onboarding and a broad bonus scheme. Hybrid or remote working is available, with potential for travel to Newcastle on a monthly basis.
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Remote/Hybrid Financial Adviser — High Earning Potential 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
