Financial Planning Professional
7 days ago
Exchange Street Claims Ltd is seeking a skilled Financial Planning Professional to join our team.
The ideal candidate will have experience as a paraplanner with or approaching level 4 status, and a strong understanding of complex, specialist fields.
The role will involve working in the office most days while establishing, with a hybrid schedule (3 days in the office) once established.
We offer a competitive salary, discretionary bonus, 8% pension contribution, and more.
- Salary/Rate: Negotiable, depending on experience
- Benefits: Discretionary bonus, 8% pension contribution, DIS (4x), PMI, 25 days holiday
Key Responsibilities:
- Develop a detailed plan for becoming a financial planner
- Learn a complex, specialist field
- Work in a hybrid schedule
About Us:
Exchange Street Claims Ltd is a modern financial planning firm dedicated to delivering exceptional services to our clients.
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