Independent Financial Planner: Build a Regional Advisory
Job in
Peterborough, Cambridgeshire, PE1, England, UK
Listed on 2026-08-07
Listing for:
Exchange Street Claims ltd
Contract
position Listed on 2026-08-07
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Exchange Street Claims ltd's financial planning arm invites a confident adviser to join an established accountancy business. You’ll inherit clients, including around £100,000 of ongoing income, and manage assets likely between £15m and £20m as the client bank is finalised.
The role emphasizes building relationships with accountancy partners, driving referrals, and scaling the regional operation. You’ll be supported by administration and paraplanning, while remaining independent in your advice.
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