Exchange Street Financial Services Ltd in the United Kingdom is seeking a Diploma-qualified Financial Planner to take over an established client bank across multiple offices, with a planned handover from the outgoing adviser. The role offers generous salary potential and bonus opportunities from year one.
There is a clear path to equity participation through an internal funding model, supported by full paraplanning and administration.
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Financial Planner - Lead Client Bank & Equity Path 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
