At a Glance
- Tasks: Advise clients and manage established client banks with full support.
- Company: Exchange Street Financial Services Ltd, a leader in financial planning.
- Benefits: Pension, income protection, and clear path to equity ownership.
- Other info: Opportunity for significant new business and career advancement.
- Why this job: Join a supportive team and grow your career while making a real impact.
- Qualifications: Experience in financial planning and strong client relationship skills.
The predicted salary is between 63000 - 77000 $ per year.
Exchange Street Financial Services Ltd is seeking Financial Planners to take over established client banks with a planned handover from retiring advisers.
The role includes full paraplanning and administration support, enabling you to focus on advising, client relationships and growing the business.
There is a clear path to equity participation and ownership over time, with opportunities for significant new business and a pension, death in service and income protection package.
#J-18808-Ljbffr
Financial Planner: Lead Established Client Bank & Equity in Didsbury employer: Exchange Street Financial Services Ltd
Exchange Street Financial Services Ltd is an exceptional employer, offering Financial Planners the chance to inherit established client banks while receiving comprehensive paraplanning and administrative support. With a strong emphasis on employee growth, you can look forward to a clear path towards equity participation and ownership, alongside a robust benefits package that includes pension plans and income protection. The collaborative work culture fosters meaningful relationships and encourages professional development, making it a rewarding place to advance your career in financial planning.
Contact Details:
Exchange Street Financial Services Ltd Recruitment Team
