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Client-First Financial Planner Led & Remote
Remote / Online - Candidates ideally in
Oxford, Oxfordshire, OX1, England, UK
Listed on 2026-07-20
Oxford, Oxfordshire, OX1, England, UK
Listing for:
Exchange Street Claims & Financial Services
Remote/Work from Home
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Exchange Street Claims & Financial Services is seeking a qualified Financial Planner in the UK. You will convert enquiries into full advisory opportunities, work with a team to serve clients, and grow long-term planning relationships. The firm emphasizes client-first planning and a salary-led model.
Expect a collaborative culture with support from paraplanning, administration and marketing; flexible location with remote work options and potential EMI scheme in the future.
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