Financial Planner: Path to Equity & Established Clients

Exchange Street Financial Services Ltd; East Midlands; On-site; GBP 54,000 - 66,000; Full time

Benefits offered by this job

Pension

Death in Service

Income Protection

Equity participation opportunity

Paraplanning support

Job summary

Exchange Street Financial Services Ltd is seeking Diploma-qualified Financial Planners to take over established client banks with a structured handover. You’ll have full paraplanning and admin support, enabling you to focus on advising clients and growing your business.

There is a clear pathway to equity participation through our internal funding model, with substantial bonus opportunities from year one. The role offers a base salary up to £60,000 with additional bonus opportunities and a

Qualifications

• You’ll already be a Diploma-qualified Financial Planner with competent adviser status.

Responsibilities

• Advise clients, develop relationships and grow your business.
• Take over established client banks with a structured handover.
• Enjoy full paraplanning and administration support to focus on advisory work.
• Pursue potential equity participation through an internal funding model.

Education

Diploma-qualified Financial Planner

Job description

Exchange Street Financial Services Ltd is seeking Diploma-qualified Financial Planners to take over established client banks with a structured handover. You’ll have full paraplanning and admin support, enabling you to focus on advising clients and growing your business.

There is a clear pathway to equity participation through our internal funding model, with substantial bonus opportunities from year one. The role offers a base salary up to £60,000 with additional bonus opportunities and a