Finance Senior Associate

3 weeks ago


Hessle and Hill Top, United Kingdom Exchange Street Claims ltd Full time
Unlock Your Potential in Financial Planning

At Exchange Street Claims ltd, we're looking for a talented Finance Senior Associate to join our team. As a key member of our financial planning department, you'll have the opportunity to develop new business and grow our existing client base.

What We Offer:

  • A competitive starting salary of up to £65,000 or £75,000 if Chartered
  • A generous bonus structure, including 30% on new business and 15% on growing ongoing fees
  • A supportive team environment with paraplanners and administrators
  • Flexible working arrangements and a healthy work-life balance

About the Role:

You'll inherit a client bank to service, providing opportunities for new business and referrals. As you grow and develop the book, you'll receive bonus on growing ongoing fees. Our ethos is centered around encouraging a healthy work-life balance, and our local office is based in East Riding, allowing you to live and work in the area.

Requirements:

We're looking for a skilled and motivated individual with a strong background in financial planning. If you're passionate about developing new business and growing our client base, we'd love to hear from you.



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