Financial Planning Assistant

1 week ago


Llandudno, Conwy, United Kingdom Exchange Street Claims ltd Full time
About Us

Exchange Street Claims ltd is a company that values its clients and provides a supportive environment for them.

Salary Information

We offer a competitive starting salary of £30,000 per annum, with pay rises related to exam passes. This will provide you with financial stability and opportunities for growth within the company.

Job Description

You will be working as a junior paraplanner or financial planning administrator, supporting our team in delivering excellent client services. Your primary focus will be on client work, which means you will spend most days in the office. However, there is some flexibility over time, allowing you to balance your work and personal life effectively.

Required Skills and Qualifications

To succeed in this role, you will need:

  • A background in financial planning administration or a related field;
  • Excellent communication and organizational skills;
  • The ability to work effectively in a team environment.
Benefits

As an employee of Exchange Street Claims ltd, you will enjoy:

  • Competitive salary and benefits package;
  • Opportunities for professional growth and development;
  • A supportive and collaborative work environment.

Please note that we are committed to providing a comfortable and convenient work environment, but unfortunately, there is no onsite parking available. There is, however, plenty of street parking within a 5-minute walk.



  • Llandudno, Conwy, United Kingdom Exchange Street Claims ltd Full time

    Company Overview">At Exchange Street Claims ltd, we are seeking a Financial Planning Administrator or junior paraplanner to join our team. Our company is dedicated to providing excellent services to our clients, and we believe that this role will be an excellent fit for someone who enjoys working with clients.


  • Llandudno, Conwy, United Kingdom Exchange Street Claims ltd Full time

    Company OverviewExchange Street Claims ltd is dedicated to delivering exceptional client services and fostering a positive work environment.Compensation PackageWe offer a competitive salary of £30,000 per year, plus pay rises linked to exam passes. This ensures you'll have a stable income and opportunities for career advancement.Job ResponsibilitiesAs a...


  • Llandudno, Conwy, United Kingdom Exchange Street Claims ltd Full time

    About Our TeamAt Exchange Street Claims ltd, we value our clients and strive to create a supportive atmosphere.Remuneration PackageWe offer a competitive starting salary of £30,000 per year, with pay rises tied to exam passes. This ensures a stable income and opportunities for career progression.Job RoleYou will work as a junior paraplanner or financial...


  • Llandudno, Conwy, United Kingdom Excell Supply Ltd Full time

    We are seeking enthusiastic and dedicated individuals to join our team as Teaching Assistants and Higher-Level Teaching Assistants in schools across North Wales.Salary and Benefits:Enjoy excellent rates of pay (£16.51 - £25.91 per hour) and flexible working hours and days. Our pension scheme and holiday pay ensure your financial security. You will also...


  • Llandudno, Conwy, United Kingdom Excell Supply Ltd Full time

    Teaching Assistant Role OverviewWe are looking for a qualified and enthusiastic Teaching Assistant to join our team at Excell Supply Ltd. As a supply teacher, you will have the chance to work with students of different ages and skill levels, promoting their academic growth and well-being.In this role, you will provide instructional support to teachers,...


  • Llandudno, Conwy, United Kingdom Excell Supply Ltd Full time

    Job TitleWe are seeking a dedicated and passionate Education Support Assistant to work on a supply basis in Primary schools through Excell Supply Ltd, a leading professional Supply agency.While qualifications are not compulsory, experience working with children or in care settings would be highly beneficial. This opportunity may lead to permanent employment...


  • Llandudno, Conwy, United Kingdom Excell Supply Ltd Full time

    We are seeking an enthusiastic and dedicated Primary School Teaching Support Professional to join our team at Excell Supply Ltd. As a Graduate Education Assistant, you will have the opportunity to work with students of various ages and abilities, providing support and guidance in a dynamic and fast-paced environment.As a Teaching Support Professional, your...


  • Llandudno, Conwy, United Kingdom Excell Supply Ltd Full time

    Job DescriptionWe are currently recruiting for a skilled Teaching Assistant to work within Primary Schools across Conwy and surrounding areas. This is an excellent opportunity for individuals who have a passion for education and want to make a positive impact on children's lives.As a Teaching Assistant, you will be responsible for providing support to...


  • Llandudno, Conwy, United Kingdom Excell Supply Ltd Full time

    About the RoleWe are seeking a dedicated and passionate Teaching Assistant to join our team at Excell Supply Ltd.The successful candidate will have previous experience working with children with autism and/or other special needs, and will be able to provide individualised support to meet the needs of each pupil.As a key member of our team, you will...


  • Llandudno, Conwy, United Kingdom Excell Supply Ltd Full time

    We are recruiting for a Primary School Assistant to work with us at Excell Supply Ltd in North Wales. As a Teaching Assistant, you will have the opportunity to make a positive impact on the lives of children in primary schools across Conwy and surrounding areas.Job DescriptionThis role is ideal for individuals who have experience working with children or...

  • Marketing Assistant

    3 days ago


    Llandudno, Conwy, United Kingdom Siamo Group Ltd Full time

    **Company Overview**Siamo Group Ltd are currently looking for a Marketing Assistant to join their team based in North Wales. As a Marketing Assistant, you will be working within a dedicated team, using your creative skills to produce marketing materials and coordinating engagement activities for our client base.The ideal candidate will have experience within...


  • Llandudno, Conwy, United Kingdom Excell Supply Ltd Full time

    Excell Supply Ltd is recruiting for a Teaching and Learning Assistant to support teaching staff in Primary schools.This role is perfect for someone who is committed to helping children reach their full potential.The salary for this position is approximately £22,000 - £30,000 per year, depending on qualifications and experience.Job Description:You will be...


  • Llandudno, Conwy, United Kingdom Blind Veterans UK Full time

    About Our OrganisationWe're Blind Veterans UK, a registered charity that helps vision-impaired ex-service people from every generation rebuild their lives after their sight has been affected. With over a century of experience, we've developed expertise in providing the best care to our veterans.Since 1915, we've provided support to tens of thousands of...


  • Llandudno, Conwy, United Kingdom Excell Supply Ltd Full time

    Excell Supply Ltd is seeking a dynamic and passionate individual to work in Primary schools on a supply basis.This role is an excellent opportunity for someone with experience working with children or in care to develop their skills and gain valuable experience.The salary for this position is approximately £18,000 - £25,000 per year, depending on...


  • Llandudno, Conwy, United Kingdom Cera Care Full time

    About UsCera Care is a leading provider of homecare services in the UK. Our mission is to transform social care and enable people to live longer, healthier, and happier lives in their own homes. We achieve this by developing technology that streamlines administrative tasks, enhances outcomes, and allows our care teams to focus on the most important part of...

  • Teaching Assistant

    1 week ago


    Llandudno, Conwy, United Kingdom Excell Supply Ltd Full time

    Job SummaryExcell Supply Ltd is seeking a qualified Teaching Assistant to support teachers in primary schools on a supply basis. This is an exciting opportunity to work in a dynamic and fast-paced environment, assisting in the delivery of educational programs and supporting student learning.The ideal candidate will have experience working with children,...


  • Llandudno, Conwy, United Kingdom Excell Supply Ltd Full time

    Teaching Assistant Roles Across North WalesWe're excited to offer teaching assistant positions in various schools across North Wales, providing opportunities for growth and development in your career.This role is perfect for individuals passionate about education and making a positive impact on students' lives.You'll play a crucial role in supporting...


  • Llandudno, Conwy, United Kingdom Excell Supply Ltd Full time

    We are seeking an experienced Teaching Support Staff member to join our team at Excell Supply Ltd. As a key member of our education staff, you will play a vital role in supporting teachers and students in Primary Schools across North Wales, Shropshire, Cheshire, and the Wirral.Key ResponsibilitiesYour primary duties will include:Supporting teachers in...


  • Llandudno, Conwy, United Kingdom NHS Full time

    Job Summary:We are seeking a skilled and experienced Chief Executive Officer (CEO) to lead St Davids Hospice through a transformative period. The successful candidate will be responsible for developing and implementing a strategic plan to ensure long-term financial stability and operational excellence.The ideal candidate will have a strong track record of...


  • Llandudno, Conwy, United Kingdom St David s Hospice Full time

    Job DescriptionWe are seeking a visionary Chief Executive Officer (CEO) to lead St Davids Hospice into an exciting new chapter. As CEO, you will provide strategic leadership during a pivotal period, driving forward financial sustainability, operational excellence, and innovation.The successful candidate will be responsible for:Developing and implementing a...