Exchange Street Financial Services Ltd is seeking a skilled Financial Planner or IFA to join the Midlands team. You’ll build a client portfolio, deliver independent financial advice across pensions, investments and protection, and benefit from mentoring from the owner and central support.
With 2–5 years’ experience and Chartered status (or commitment to become Chartered), you’ll nurture relationships with introducers, convert opportunities into long-term planning and grow recurring fee income.
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Senior Financial Planner (Remote) — Mentorship & Growth in Birmingham 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.
Contact Details:
Exchange Street Financial Services Ltd Recruitment Team
