Career Opportunity: Financial Planner
2 months ago
Executive Financial Planner Position
At Exchange Street Claims & Financial Services, we're seeking an experienced Financial Planner to drive our business forward. This is an exciting opportunity for someone who thrives in a dynamic environment.
Key Responsibilities:
- Meet clients and assess their current portfolios
- Evaluate the benefits of transitioning clients to a new platform
- Develop and implement strategies to improve client outcomes
Benefits:
- A competitive salary of £60,000 - £75,000
- A significant bonus upon successful completion of the transition (six figures)
- The opportunity to build a book of clients and own their portfolios
Join our team and take the next step in your financial planning career.
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