Exchange Street Financial Services Ltd is seeking Diploma-qualified Financial Planners to take over established client banks with a structured handover. You’ll have full paraplanning and admin support, enabling you to focus on advising clients and growing your business.
There is a clear pathway to equity participation through our internal funding model, with substantial bonus opportunities from year one. The role offers a base salary up to £60,000 with additional bonus opportunities and a
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Financial Planner: Path to Equity & Established Clients 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
