Financial Planning Assistant

4 weeks ago

Hull, Kingston upon Hull, United Kingdom Exchange Street Claims ltd Full time
Unlock Your Potential in Financial Planning

Are you looking for a career that offers a strong foundation in financial planning and a clear path for advancement? Look no further than Exchange Street Claims ltd.

We are seeking an Apprentice Financial Planning Administrator to join our team. As a key member of our financial planning team, you will work closely with experienced professionals to develop your skills and knowledge in financial planning.

Key Responsibilities:

  • Assist in the development and implementation of financial plans for clients
  • Conduct research and analysis to identify opportunities for growth and improvement
  • Collaborate with colleagues to ensure seamless delivery of financial planning services
  • Develop and maintain strong relationships with clients and colleagues

What We Offer:

  • A comprehensive training program to develop your skills and knowledge in financial planning
  • A supportive and collaborative team environment
  • The opportunity to work with a diverse range of clients and develop your skills in financial planning
  • A competitive salary and benefits package

Long-term Career Prospects:

As you progress in your career, you will have the opportunity to develop your own client base and move into a self-employed role with a firm that offers some of the best splits available. You will also have access to a scheme that rewards your ability to grow assets under management, with potential earnings of £9,000 - £15,000 per year without sales bonus.

Work-Life Balance:

We understand the importance of work-life balance and offer a flexible working arrangement that allows you to work from home or in the office, with regular check-ins to ensure you are meeting your goals and objectives.

Join Our Team:

Exchange Street Claims ltd is a dynamic and forward-thinking company that is committed to providing exceptional service to our clients. If you are a motivated and ambitious individual who is looking for a challenging and rewarding career in financial planning, we would love to hear from you.

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