Senior Financial Services Professional

4 days ago


Hessle and Hill Top, United Kingdom Exchange Street Claims ltd Full time

**Job Overview**

We are seeking a skilled Financial Planning Associate Director to join our team at Exchange Street Claims ltd. In this exciting opportunity, you will be responsible for developing new business and growing existing client relationships.

The successful candidate will have a strong understanding of financial planning principles and excellent communication skills. You will work closely with our paraplanners and administrators to deliver high-quality services to our clients in East Riding.

**Key Requirements:**

  • Strong understanding of financial planning principles
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

**What We Offer:**

  • A competitive salary of up to £65,000 or £75,000 if Chartered
  • Bonus on all new business and ongoing fees
  • Flexible working arrangements and a healthy work-life balance


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