Exchange Street Financial Services Ltd in Leeds is seeking a commercially minded financial planner to join an independent, owner-managed firm. You’ll manage an established client portfolio and deliver long-term planning across pensions, retirement, investments, drawdown and cashflow, with strong admin and paraplanning support.
You’ll need at least two years’ experience, be client-focused and collaborative; paraplanning experience is a plus, and there is a clear path to increasing basic salary as
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Growth-Focused Financial Planner | Build AUM & Bonus in Leeds 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
