Pensions and Investments Professional

3 weeks ago


West Midlands Combined Authority, United Kingdom Exchange Street Claims ltd Full time

Exchange Street Claims Ltd is a leading provider of pensions and investments services in south Sheffield. As a pensions and investments professional, you will have the opportunity to work with a dynamic team of experts who share your passion for delivering exceptional results.

About the Job

This role involves working as a paraplanner, supporting the financial planning team in their daily operations. You will be responsible for analysing portfolios and products, producing reports, and maintaining accurate records and data.

Key Responsibilities
  • Support the financial planning team in their daily operations
  • Analyse portfolios and products to produce high-quality reports
  • Work collaboratively with colleagues from the financial planner, admin, and compliance teams
Benefits

We offer a competitive salary range of £45,000 - £65,000 per annum, depending on experience, along with a range of benefits 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
Why Work for Us?

At Exchange Street Claims Ltd, we value our employees' well-being and offer a supportive work environment that promotes growth and development. If you're looking for a challenging role with opportunities for advancement, we encourage you to apply.



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