Client-First Financial Adviser — Hybrid/Remote, High-Impact

Exchange Street Claims & Financial Services; Birmingham; Hybrid; GBP 56,000 - 80,000; Full time

Benefits offered by this job

Life cover

Medical cash plan (family included)

Pension

Enhanced parental leave

25 days holiday (rising to 28)

Hybrid or remote working

Job summary

Exchange Street Claims & Financial Services is seeking a financial planner to service an existing client base with full paraplanning and admin support. You’ll spend time with clients to build value and drive results, supported by a strong back-office team.

Expect a diary filled with new investment meetings and annual reviews, plus a structured onboarding. Hybrid or remote working options are available, with a clear path to earnings growth.

Qualifications

• Current CAS (or within last 6 months).
• Level 4 qualification.
• Willingness to travel to Newcastle monthly.

Responsibilities

• Meet with clients and provide financial advice and planning.
• Manage ongoing client relationships and reviews.
• Coordinate with paraplanning and admin support to service client needs.
• Travel to Newcastle once a month as required.

Skills

Current CAS (or within last 6 months)

Willingness to travel

Education

Level 4 qualified

Job description

Exchange Street Claims & Financial Services is seeking a financial planner to service an existing client base with full paraplanning and admin support. You’ll spend time with clients to build value and drive results, supported by a strong back-office team.

Expect a diary filled with new investment meetings and annual reviews, plus a structured onboarding. Hybrid or remote working options are available, with a clear path to earnings growth.