Financial Planning Claims Consultant

Posted 16 November by Exchange Street Financial Services

Exchange Street is currently working with a specialist financial planning claims business who are looking to recruit ex advisers or those looking for a change in career direction with a view to working with clients who have been mis-sold a financial planning product.

Based in the South Manchester/Cheshire area, the role is largely office based with a view to corresponding with clients over the telephone and in writing and consultants take full ownership of cases from start to finish. Funded by a market leader in the field of claims, the firm has brand new offices, systems and a significant marketing budget to generate a regular flow of new enquiries.

To be considered applicants MUST hold the Level 4 diploma qualification as a minimum and have worked as a financial planner (even if this was a number of years ago). We appreciate this is a different direction for many advisers and we would be happy to answer any queries in relation to the role. The position is fully employed with an attractive basic salary to £40,000 along with bonus that offers on target earnings of c£60,000.

For further information regarding this vacancy or a confidential discussion about the other high profile roles in the region, please contact Robert Perry or Andy Taylor at Exchange Street or apply here.

Required skills

  • Bancassurance
  • Financial Planning
  • Diploma

Reference: 33823334

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