Financial Planner: Path to Equity & Established Clients

Exchange Street Financial Services Ltd is seeking Diploma-qualified Financial Planners to take over established client banks with a structured handover. You’ll have full paraplanning and admin support, enabling you to focus on advising clients and growing your business.

There is a clear pathway to equity participation through our internal funding model, with substantial bonus opportunities from year one. The role offers a base salary up to £60,000 with additional bonus opportunities and a

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