https://jobs.co.uk/job/financial-planner-exchange-street-claims-financial-services--e8214423-d9af-4612-95d4-9ab773e18831 RSS feed for Financial Planner at Exchange Street Claims & Financial Services. en-gb Sat, 03 Oct 2026 00:01:07 GMT https://jobs.co.uk/job/financial-planner-exchange-street-claims-financial-services--e8214423-d9af-4612-95d4-9ab773e18831 https://jobs.co.uk/job/financial-planner-exchange-street-claims-financial-services--e8214423-d9af-4612-95d4-9ab773e18831 Fri, 02 Oct 2026 11:52:29 GMT Location: Leeds | Salary: 70000.00-70000.00 Annual | Type: Permanent | Everyone wants new business. Not everyone shows you how to win it. This firm does. You''ll join on a basic of up to £70,000, inherit around £20m of existing AUM from the founder and have genuine support to grow from there. That support comes through referrals, professional connections, marketing, content and existing client opportunities. The firm has a proven methodology for getting advisers in front of prospective clients, one that has already helped them establish several planners. Now they want to do the same again. And that''s where you come in. Yes, they want someone commercially minded who can convert opportunities and grow AUM, but you''re not being dropped into a role and told to go and find everything yourself. And unlike a lot of the adviser market, this is still a genuinely independent, directly authorised and privately owned financial planning firm. THE JOB You''ll take responsibility for an established portfolio of clients and provide proper long-term financial planning across areas such as pensions, retirement planning, investments, drawdown and cashflow planning. There''s strong administration and paraplanning support, but this isn''t a role where advisers si... Permanent