Financial Planning and Administration Expert

4 days ago


Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full time

We're looking for a motivated and conscientious Senior Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services.

As a valued member of our team, you'll have the opportunity to contribute to our strategy and make a real impact on our business.

Our management style is light touch, so you'll have the trust and support you need to excel in your role.

You'll be working on a range of exciting projects, from financial planning to administration, and will have the opportunity to develop your skills and expertise.

We offer a competitive salary of up to £30,000, plus a discretionary bonus and a range of benefits, including:

  • Pension (5% matched; connect to salary exchange)
  • Private Medical Insurance (full cover, MHD, individual but option to add family)
  • Income Protection (pay through to retirement)
  • CashPlan Benefit
  • Holiday (25 days + bank holiday + birthday)
  • Volunteering / charity day (can be used independently or collegiately with team)
  • Cycle to Work scheme
  • Full expenses – includes travel expenses

We're looking for someone who is passionate about financial planning and administration, and who is committed to delivering excellent results.

If you're a motivated and conscientious individual who is looking for a new challenge, we'd love to hear from you.



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