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Financial Planning Assistant

2 months ago

Liverpool, Liverpool, United Kingdom Exchange Street Claims & Financial Services Full time
Unlock Your Potential as a Paraplanner

At Exchange Street Claims & Financial Services, we believe in empowering our employees to reach their full potential. As a Paraplanner, you'll be part of a dynamic team that values individuality and encourages growth.

Bespoke Professional Development

We'll work with you to create a personalized development plan that aligns with your ambitions. Whether you're looking to excel as a Paraplanner or transition into advice, we'll provide the support and resources you need to succeed.

Funded Exams and Career Progression

We're committed to helping you progress in your career. Our funded exam program will enable you to take your skills to the next level, with £500 bonuses for each exam passed. You'll also have opportunities to work with clients, attend meetings, and develop your expertise.

Competitive Salary and Hybrid Working

You'll start on a salary of up to £42,000 (dependent on experience) and enjoy hybrid working arrangements. You'll be in the office on Mondays and Fridays, working collaboratively with your team to achieve our goals.

A Two-Stage Interview Process

Our interview process is designed to be a conversation, not an interrogation. You'll meet your prospective manager and have the opportunity to ask questions and learn more about our team.