Senior Financial Planner (Remote) — Mentorship & Growth

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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