Financial Planning Professional

7 days ago


Leeds, Leeds, United Kingdom Exchange Street Claims ltd Full time

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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