Financial Planner Assistant

4 days ago


Ashbourne CP, United Kingdom Exchange Street Claims ltd Full time

Are you looking to develop your skills and take the next step in your administrative career? We have an exciting opportunity for a Financial Planner Assistant to join our team at Exchange Street Claims Ltd.

About the Role

In this role, you will work closely with our financial planners to process new business and prepare client meeting packs. With a minimum of two years' experience in a similar environment, you will bring a strong team ethos and be able to work effectively in a fast-paced office setting.

What We Offer
  • A competitive salary of up to £30,000 per annum, plus company bonus scheme
  • Hybrid working arrangement with 3 days spent in the office
  • Workplace health scheme and support with exams
  • Free parking and 5% pension contribution
  • 22 days annual leave, plus additional days off over Christmas if targets are met
About Us

We're a dynamic and growing firm that values our staff's development and well-being. Our team is passionate about delivering exceptional service to our clients and we're committed to creating a positive and inclusive work environment.

How to Apply

If you're a motivated and detail-oriented individual with a passion for administration, please submit your CV or contact details for consideration. We look forward to hearing from you



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