Financial Planner Opportunity

1 week ago


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

Financial Planning Opportunity

**About the Role**

We are seeking an experienced Level 4 Financial Planner to join our team at Exchange Street Claims ltd. As a Financial Advisor, you will work from home, servicing a book of existing clients in the Cannock/Wolverhampton/Birmingham, Nottingham/Derby, Bristol/Bath, and Northern Home Counties areas.

**Key Responsibilities**

* Retain and grow existing client relationships
* Conduct face-to-face meetings and telephone/video appointments
* Provide financial planning services to clients

**Benefits**

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

**Requirements**

* Level 4 Financial Planner qualification
* Experience working from home
* Ability to work in one of the specified areas

**What We Offer**

* A competitive salary and bonus scheme
* A range of benefits, including a pension and health insurance

**If You're Interested**

Please submit your application, including your CV and a cover letter, to [insert contact information]. We look forward to hearing from you.


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