Financial Planner

1 week ago


Welwyn Garden City, Hertfordshire, United Kingdom Exchange Street Claims ltd Full time

Join Exchange Street Claims ltd as a Financial Advisor and take the next step in your career. As a seasoned Financial Planner, you'll have the opportunity to work from home, servicing a book of existing clients and focusing on retention and growth. You'll inherit a loyal client base from retiring financial planners and enjoy a competitive salary and benefits package.

**Key Responsibilities:**

* Provide expert financial planning services to clients in the Midlands and surrounding areas
* Develop and maintain strong relationships with clients to ensure long-term retention
* Work closely with the Exchange Street Claims ltd team to achieve business objectives

**What You'll Need:**

* 4+ years of experience as a Financial Planner
* Strong knowledge of financial planning principles and practices
* Excellent communication and interpersonal skills
* Ability to work independently from home

**Benefits:**

* Competitive salary and bonus scheme
* 8% non-contributory pension
* 2 x Death in Service
* PMI
* 20 days holiday plus between Christmas and New Year

**About Exchange Street Claims ltd:**

We're a leading provider of financial services, dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals is passionate about delivering exceptional service and building long-term relationships with our clients.

If you're a motivated and experienced Financial Planner looking for a new challenge, we'd love to hear from you.


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