Senior Financial Planner - Inherit Key Client Book
Listed on 2026-09-17
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Finance & Banking
Financial Advisor / Consultant
Exchange Street Claims & Financial Services in Cheshire seeks a senior financial planner to take over an established client book as a director plans to retire in 2027. You will provide first-class financial planning without targets, focusing on client needs and relationships rather than sales pressure.
The role offers a flat structure and real influence on how the business operates. Typically 2–3 years of planner experience plus a client-first attitude are required.
This role is for the Senior Financial Planner
- Inherit Key Client Book role at Exchange Street Claims & Financial Services.
We invite applications for the Senior Financial Planner
- Inherit Key Client Book position located in England, United Kingdom.
The following opportunity is for a Senior Financial Planner
- Inherit Key Client Book with Exchange Street Claims & Financial Services.
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