Cranleigh Personnel in Harrogate is seeking a Financial Planning Assistant/PA who is highly organised, proactive and keen to move into wealth planning. The role supports the financial planning team and helps keep daily operations running smoothly behind the scenes.
The successful candidate will have experience in financial services administration and client services support, with a clear path for long-term career development within a growing practice.
#J-18808-LjbffrWealth Planning Assistant | Career Growth & Benefits in Harrogate employer: Cranleigh Personnel
Join a dynamic Wealth Planning Practice in North Bristol, where you'll thrive in a supportive and collaborative work culture that values organisation and proactive problem-solving. With opportunities for professional growth and a hybrid working model post-probation, this role offers a unique chance to be an integral part of a team dedicated to delivering exceptional client experiences. Enjoy a competitive salary and the satisfaction of being the trusted right-hand person to a financial adviser, ensuring smooth operations and fostering strong client relationships.
