Financial Adviser — Remote/Hybrid, High-Impact Meetings

Exchange Street Claims & Financial Services; Lancashire; 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 seasoned financial planner to advise an established client base and generate value through thorough client engagement. You’ll join a national firm that values structured onboarding and a track record of developing advisers from scratch.

The role offers hybrid or remote working with a comprehensive benefits package, including life cover, medical plan, pension, parental leave, and generous holiday entitlement.

Qualifications

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

Responsibilities

• Provide financial advice to an existing client base.
• Join a team of 50+ advisers focused on servicing clients effectively.
• Benefit from structured onboarding and proven training to accelerate your progression.

Skills

Willingness to travel

Education

Level 4 qualified

Current CAS

Job description

Exchange Street Claims & Financial Services is seeking a seasoned financial planner to advise an established client base and generate value through thorough client engagement. You’ll join a national firm that values structured onboarding and a track record of developing advisers from scratch.

The role offers hybrid or remote working with a comprehensive benefits package, including life cover, medical plan, pension, parental leave, and generous holiday entitlement.