Financial Planning Specialist

1 day ago


Huddersfield, Kirklees, United Kingdom Exchange Street Claims ltd Full time

As a Financial Planning Specialist at Exchange Street Claims ltd, you will play a key role in supporting over 200 financial planners. This is an exciting opportunity to develop your skills and progress into advice, compliance, or proposition roles.

The estimated salary for this position is between £50,000 - £70,000 per annum, depending on experience. You will also receive a generous pension scheme with up to 13% employer contribution if you put in 5%. Additionally, there are opportunities for share incentives, private medical insurance, life assurance, critical illness cover, and free financial planning services.

This role is ideal for those keen to become Chartered and looking for a challenging and rewarding career. As part of our team, you will enjoy hybrid working arrangements, with 2-3 days of home working each week post-probation.



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