Lead Financial Planner: Build & Lead Your Own Advisory Firm

Company: Exchange Street Financial Services Ltd
Apply for the Lead Financial Planner: Build & Lead Your Own Advisory Firm
Location: London
Job Description:

Exchange Street Financial Services Ltd is launching a new advisory venture in London. This employed role offers a basic salary of up to £75,000 plus revenue share, with warm referrals and no requirement to bring a client book.

You will work closely with the founder, learning how to grow the business through introducers and strong client relationships. Over time you may originate opportunities, build equity, and potentially become CEO; tech-driven setup and AI paraplanning tools support the

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Posted: October 22nd, 2026