Client-Focused Financial Planner (Hybrid/Remote)

Exchange Street Claims ltd; Leeds; 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 ltd is seeking a financial adviser to join a national practice focused on servicing an existing client base. You’ll have full paraplanning and admin support behind you and a diary filled with new investment meetings and annual reviews.

There are no monthly sales targets; earnings come from a base salary plus KPI/compliance bonus, sales bonus, and a quarterly uplift if targets are met.

Qualifications

• Current CAS (or within the last 6 months)
• Level 4 qualified
• Willingness to travel to Newcastle once a month

Responsibilities

• Everyone gets a response.

Education

Level 4 qualified

Job description

Exchange Street Claims ltd is seeking a financial adviser to join a national practice focused on servicing an existing client base. You’ll have full paraplanning and admin support behind you and a diary filled with new investment meetings and annual reviews.

There are no monthly sales targets; earnings come from a base salary plus KPI/compliance bonus, sales bonus, and a quarterly uplift if targets are met.