Financial Planning Assistant

2 weeks ago


Hull, Kingston upon Hull, United Kingdom Exchange Street Claims ltd Full time
Unlock Your Potential in Financial Planning

Are you looking for a career that offers a strong foundation in financial planning and the opportunity to develop your skills in a supportive environment?

As a Financial Planning Administrator at Exchange Street Claims Ltd, you will be part of a team that buys clients from retiring advisers, providing you with a steady stream of clients to work with.

Our company offers a unique opportunity for long-term growth and development, with a clear path to becoming self-employed and earning a competitive income.

Here are some of the benefits you can expect:

  • A competitive income of £40,000 - £47,000 in year one, without the need for sales targets
  • A supportive team and comprehensive training program to help you develop your skills and knowledge
  • The opportunity to work on a hybrid basis or from home, with regular office visits to stay connected with the team
  • A scheme that rewards your ability to grow assets under management, with potential earnings of £9,000 - £15,000 per year

We are looking for a motivated and ambitious individual who is eager to learn and grow with our company. If you are passionate about financial planning and want to build a successful career, we encourage you to apply.



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