Lead Financial Planner: Build & Lead Your Own Advisory Firm

Lead Financial Planner: Build & Lead Your Own Advisory Firm

Full-Time On-site
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Exchange Street Financial Services Ltd is launching a new advisory venture in London. This employed role offers a basic salary of up to Β£75,000 plus revenue share, with warm referrals and no requirement to bring a client book.

You will work closely with the founder, learning how to grow the business through introducers and strong client relationships. Over time you may originate opportunities, build equity, and potentially become CEO; tech-driven setup and AI paraplanning tools support the

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Lead Financial Planner: Build & Lead Your Own Advisory Firm 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