Client Liaison and Support Specialist

7 days ago


Sheffield, Sheffield, United Kingdom Exchange Street Executive Search Full time

Exchange Street Executive Search is excited to offer a Trainee Financial Advisor position with a dynamic and growing financial planning business.

About the Company

The company is a leading provider of financial planning services, known for their commitment to empowering staff and investing in their development.

About the Role

This role offers a unique opportunity to join a fast-paced team as a client liaison administrator and support the financial planning and paraplanning teams.

You will have the chance to work closely with experienced professionals and gain valuable experience in the financial services industry.

Requirements

No prior experience is necessary, but some experience within a financial planning firm would be advantageous.

What We Offer

We are proud to offer a comprehensive package, including:

  • 25 days annual leave
  • An extra day off for your birthday
  • Life assurance
  • Private healthcare for you and your family
  • Free annual eye tests
  • 2 paid volunteering days per year
  • Enhanced Maternity and Paternity pay

We anticipate the salary for this role to be in the range of £25,000-£30,000 per annum.



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