Financial Planner: Growth Path, Hybrid/Remote

Exchange Street Claims ltd; Nottingham; On-site; GBP 36,000 - 51,000; Full time

Job summary

A leading financial advisory firm in the UK is seeking an experienced financial adviser/planner to join its growing team. You'll benefit from a structured environment with access to clients and top technology, alongside competitive salary and bonus opportunities. This role supports your growth into self-employment if desired, making it perfect for professionals looking to advance their careers in financial planning.

Benefits

Training and structured onboarding

Competitive KPI/compliance bonuses

Hybrid working options

Qualifications

• 2 years of post-CAS experience as a financial adviser/planner.
• Suitability for Level 4 qualifications.

Responsibilities

• Ensure existing clients receive excellent service and develop new business.
• Participate in training and onboarding to learn company structures.

Skills

Client Management

Business Development

Education

Level 4 Financial Qualifications

Job description

A leading financial advisory firm in the UK is seeking an experienced financial adviser/planner to join its growing team. You'll benefit from a structured environment with access to clients and top technology, alongside competitive salary and bonus opportunities. This role supports your growth into self-employment if desired, making it perfect for professionals looking to advance their careers in financial planning.