Lead Financial Planner: Build & Advisory Firm
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Financial Services, Financial Sales
Exchange Street Financial Services Ltd is launching a new advisory venture in London. This employed role offers a basic salary of up to £75,000 plus revenue share, with warm referrals and no requirement to bring a client book.
You will work closely with the founder, learning how to grow the business through introducers and strong client relationships. Over time you may originate opportunities, build equity, and potentially become CEO; tech-driven setup and AI paraplanning tools support the
We are looking to fill the Lead Financial Planner:
Build & Lead Your Own Advisory Firm position at Exchange Street Financial Services Ltd in Greater London, England, United Kingdom.
As a Lead Financial Planner:
Build & Lead Your Own Advisory Firm, you will play an important part at Exchange Street Financial Services Ltd in Greater London, England, United Kingdom.
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