Remote Technical Consultant for Financial Planning

Company: Exchange Street Claims & Financial Services
Apply for the Remote Technical Consultant for Financial Planning
Location: Guiseley
Job Description:

Exchange Street Claims & Financial Services is seeking a technically minded financial planning professional for a remote role in the UK. You will guide financial planners on pensions, investments and tax mitigation, becoming the go-to person for complex cases and practical solutions.

Ideal candidates are paraplanners or planners with a Level 4 qualification, capable of advising and, when needed, challenging senior advisers while helping clients grow their wealth within a supportive environment.

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Posted: July 19th, 2026