Financial Planning Assistant

1 month ago


Ashbourne CP, United Kingdom Exchange Street Claims ltd Full time

Unlock Your Potential

Are you looking for a career that offers growth and development opportunities? Do you want to work in a dynamic and supportive team environment? Look no further

At Exchange Street Claims ltd, we're committed to helping our staff achieve their full potential. We offer a range of training and development programs to help you build your skills and knowledge, and we're always looking for ways to improve our processes and procedures.

As a Financial Planning Assistant, you'll play a key role in supporting our financial planning team. You'll be responsible for processing new business, preparing client meeting packs, and providing administrative support to our financial planners.

We're looking for someone with at least two years of experience in a similar environment, who is big on team ethos and is passionate about delivering excellent customer service. If you're a motivated and organized individual who is looking for a new challenge, we'd love to hear from you

What We Offer

* A competitive salary of up to £30,000 (with flexibility for the right candidate)
* A company bonus scheme
* Hybrid working (3 days in the office)
* Workplace health scheme
* Support with exams
* Free parking
* 5% pension contribution
* 22 days holiday plus extra days off over Christmas if the firm hits its targets

What's Next?

Ready to take the next step in your career? Send us your CV or a way of contacting you, and we'll be in touch to discuss further.



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