Senior Financial Planner

16 hours ago


Altrincham, Trafford, United Kingdom Exchange Street Claims & Financial Services Full time
Unlock Your Potential as a Senior Financial Planner

Are you a self-reliant senior planner looking for a new challenge? Do you want to be part of a firm that values retention, development, and succession planning? Look no further than Exchange Street Claims & Financial Services.

We're a firm that's proud of our long-standing relationships with our clients and our team members. Our planners have an average tenure of 17 years, and we've only needed to recruit externally a handful of times in the past two decades. This speaks to our commitment to nurturing and developing our staff, as well as our focus on succession planning.

Our leadership team is dedicated to creating a stable and secure environment for our planners to thrive. We're committed to developing our team members and providing opportunities for advancement. In fact, we're currently looking for a planner to take on a directorship role, which would give you increased influence over the direction of the firm.

If you're looking for a place where you can make a real difference and have a say in the strategy of the firm, then this could be the perfect opportunity for you. Join us at Exchange Street Claims & Financial Services and discover a new level of career satisfaction.



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