Senior Financial Planner (Remote) — Mentorship & Growth

Company: Exchange Street Financial Services Ltd
Apply for the Senior Financial Planner (Remote) — Mentorship & Growth
Location: Birmingham
Job Description:

Exchange Street Financial Services Ltd is seeking a skilled Financial Planner or IFA to join the Midlands team. You’ll build a client portfolio, deliver independent financial advice across pensions, investments and protection, and benefit from mentoring from the owner and central support.

With 2–5 years’ experience and Chartered status (or commitment to become Chartered), you’ll nurture relationships with introducers, convert opportunities into long-term planning and grow recurring fee income.

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Posted: October 22nd, 2026