Ambitious Financial Planner β€” Mentored Growth & Remote Work

Ambitious Financial Planner β€” Mentored Growth & Remote Work

Full-Time On-site
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Exchange Street Financial Services Ltd is seeking an ambitious Financial Planner to join a growing independent advice firm with local autonomy. You will access mentorship from an owner who has helped advisers substantially grow annual fee income and build trusted client relationships.

You’ll work with a Midlands-based team and benefit from central support, flexible location, and potential remote arrangements. Expect opportunities to develop significant recurring fee income over time.

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Ambitious Financial Planner β€” Mentored Growth & Remote Work employer: Exchange Street Financial Services Ltd

Our client offers a dynamic and supportive work environment in Glasgow, where employees are encouraged to thrive through continuous professional development and a strong emphasis on teamwork. With a focus on outstanding customer service and building meaningful relationships, this role provides an excellent opportunity for those looking to make a real impact in the insurance industry while enjoying the benefits of hybrid working. The company values its employees, fostering a culture of collaboration and innovation that makes it an attractive place for career growth.

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Contact Details:

Exchange Street Financial Services Ltd Recruitment Team