Career Opportunity: Financial Planner

2 months ago


Stevenage, Hertfordshire, United Kingdom Exchange Street Claims & Financial Services Full time

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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