Independent Financial Adviser: Build Regional Wealth Practice
Job in
Stoke-on-Trent, Stoke, Staffordshire, EX39, England, UK
Listed on 2026-07-24
Listing for:
Exchange Street Claims & Financial Services
Contract
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Location: Stoke-on-Trent
Exchange Street Claims & Financial Services is seeking an experienced financial planner to join its growing advisory team in the UK. You’ll inherit clients and develop a regional practice centered on Northampton, with Milton Keynes as a potential base, and build stronger relationships with accountancy partners.
You’ll need at least three years’ post-CAS experience, strong technical knowledge, and Chartered status or progress toward it.
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