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Financial Planner

Exchange Street Claims & Financial Services

Leeds, West Yorkshire60000 - 70000📅 2/10/2026

Descripción

Everyone wants new business. Not everyone shows you how to win it. This firm does. You’ll join on a basic of up to £70,000, inherit around £20m of existing AUM from the founder and have genuine support to grow from there. That support comes through referrals, professional connections, marketing, content and existing client opportunities. The firm has a proven methodology for getting advisers in front of prospective clients, one that has already helped them establish several planners. Now they w…
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