Independent Financial Planner: AUM Proven Leads
Listed on 2026-10-07
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Finance & Banking
Financial Analyst, Financial Sales, Financial Advisor / Consultant, Wealth Management
Exchange Street Claims & Financial Services is seeking a commercially minded financial planner to join its close-knit, owner‑managed firm in the UK. You will manage an established client portfolio and deliver long‑term planning across pensions, retirement, investments, drawdown and cashflow.
With strong admin and paraplanning support, you won’t work in isolation. There is a clear path to increasing your basic salary as AUM grows, plus an uncapped bonus (around £15,000 in year one) and proven
The Independent Financial Planner:
Grow AUM with Proven Leads position in the Finance, Sales field is open for applications.
Full responsibilities and requirements are described in the listing above.
Learn more about the Independent Financial Planner:
Grow AUM with Proven Leads role in the description above.
We appreciate your interest in this position.
Join Exchange Street Claims & Financial Services and contribute to our ongoing work.
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