https://jobs.co.uk/job/financial-planner-ifa-exchange-street-claims-financial-services--d276cd5c-51b6-4282-8e5c-eb6806267d57 RSS feed for Financial Planner (IFA) at Exchange Street Claims & Financial Services. en-gb Sat, 12 Sep 2026 11:44:12 GMT https://jobs.co.uk/job/financial-planner-ifa-exchange-street-claims-financial-services--d276cd5c-51b6-4282-8e5c-eb6806267d57 https://jobs.co.uk/job/financial-planner-ifa-exchange-street-claims-financial-services--d276cd5c-51b6-4282-8e5c-eb6806267d57 Thu, 10 Sep 2026 11:53:40 GMT Location: Leeds | Salary: 65000.00-65000.00 Annual | Type: Permanent | No consolidator. No restricted proposition. Proper independent advice. This is a directly authorised, privately owned financial planning firm in North Leeds that has grown to more than £120m AUM, while staying genuinely independent. You''ll join on a strong basic of up to c£65,000, inherit existing clients over time and have access to a proven multi-channel approach to generating new business. There''s also an uncapped bonus structure and a clear framework for increasing your basic salary as your AUM and responsibilities grow. So the proposition isn''t just about earning more from sales. It''s designed to reward both commercial growth and the quality of the client bank you manage. Around £10m-£20m of existing AUM is expected to transfer once you''re through supervision and sign-off, so you won''t be starting from zero. Alongside that, the firm generates leads and enquiries through referrals, professional connections, marketing, content and existing client activity. They still want someone commercially minded, but there is real support and structure behind the growth expectations. THE JOB You''ll take responsibility for an established portfolio of clients and provide proper lon... Permanent