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Permanent

Financial Planner

Exchange Street Claims & Financial Services
London
money-bag £45000 Annual
Posted: 27 May 2026 (Today)
Closing date: 26 June 2026
Ref: 3114628454

A full diary. Great earnings. No client bank to build.You''re already qualified. You can advise. You''re good with clients.But maybe mainstream financial planning feels a bit slow.Too much waiting. Too much networking. Too much "build your book over the next five years and eventually it''ll be worth it." Too many quiet months where the quality of your income depends on how good your pipeline looks.This is different.You''ll join a fast-growing financial planning firm with a clear, proven model: high-quality leads, full diary, strong support, structured advice, and clients who need help now.No cold prospecting. No building a client bank from scratch. No endless networking breakfasts pretending the pastries are worth it.You''ll speak to clients, understand their position, give clear advice, and help them make decisions that improve their financial future.And if you''re good, you''ll earn very well.THE JOBThis is a telephone-based financial advice role focused on helping clients with pension and retirement planning (consolidation).Your diary will be full from leads with an 80-90% conversion rate. And your job is to do what you''re good at - build relationships with clients, understand their needs and explain advice clearly. It''s worth noting this is not a traditional financial planning role working with HNW clients. These clients are the ones most financial planning firms avoid - the mass market - but the ones arguably in most need of great advice. THE PAY You can earn ..... full job details .....

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