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Financial Planner - Lead Client Bank & Equity Path

Posted 1 hour 6 minutes ago by Exchange Street Financial Services Ltd

Permanent
Full Time
Other
Staffordshire, Newcastle, United Kingdom, ST5 0
Job Description

Exchange Street Financial Services Ltd in the United Kingdom is seeking a Diploma-qualified Financial Planner to take over an established client bank across multiple offices, with a planned handover from the outgoing adviser. The role offers generous salary potential and bonus opportunities from year one.

There is a clear path to equity participation through an internal funding model, supported by full paraplanning and administration.

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