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Financial Planning Assistant

2 months ago

Leeds, Leeds, 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, you will play a key role in helping clients achieve their financial goals. You will work closely with experienced professionals to develop your knowledge and skills, and will have the opportunity to work on a wide range of financial planning projects.

Key Benefits:

  • Develop your skills in financial planning and administration
  • Work in a supportive and collaborative team environment
  • Opportunity to work on a wide range of financial planning projects
  • Competitive salary and benefits package

What You'll Do:

  • Assist in the development of financial plans for clients
  • Conduct research and analysis to support financial planning decisions
  • Prepare and present financial reports and recommendations to clients
  • Work closely with experienced professionals to develop your skills and knowledge

About Exchange Street Claims Ltd:

Exchange Street Claims Ltd is a leading provider of financial planning services. We are committed to helping our clients achieve their financial goals, and we are looking for talented and motivated individuals to join our team.