Exchange Street Financial Services Ltd is seeking a capable Financial Planner/IFA to join a growing Midlands group, mentored by the owner who has helped advisers grow their fee income.
You'll build a portfolio of affluent clients, provide independent financial advice across pensions, investments and protection, and work with paraplanning and admin support as you develop recurring fee income.
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Mentored Senior Financial Planner for Affluent Clients in Nottingham 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
