Apprentice Financial Planning Professional

4 weeks ago


Leeds, Leeds, 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.

About the Role

We are seeking an Apprentice Financial Planning Administrator to join our team. As a key member of our financial planning team, you will be responsible for supporting our financial planners in delivering exceptional client service and developing your skills in financial planning.

What You'll Do
  • Support our financial planners in delivering client service and developing client relationships
  • Assist in the development and implementation of financial plans for clients
  • Contribute to the growth and development of our financial planning team
  • Participate in ongoing training and professional development to enhance your skills and knowledge in financial planning
What We Offer

We offer a comprehensive training program that will equip you with the skills and knowledge you need to succeed in financial planning. You will have the opportunity to work with experienced financial planners and develop your skills in a supportive and dynamic environment.

What You'll Get
  • A competitive salary and benefits package
  • Ongoing training and professional development opportunities
  • The chance to work with a dynamic and supportive team
  • The opportunity to develop your skills and knowledge in financial planning

We are committed to helping you achieve your career goals and providing you with the skills and knowledge you need to succeed in financial planning. If you are a motivated and enthusiastic individual who is looking for a career in financial planning, we encourage you to apply for this exciting opportunity.



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