From Planner to Lead Advisor & Equity Path

Exchange Street Recruitment is partnering with a new financial planning venture led by a founder who has built substantial assets and seeks a lead planner capable of ownership and growth.

The role offers a basic salary up to £75,000, revenue share, and a pathway to equity. You’ll benefit from warm referrals, AI paraplanning tools, and robust compliance support as you pursue an ambitious business-building journey.

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