Financial Planning Assistant/ PA
Oxford
Salary: £26,000 - £33,000 depending on experience
Are you looking to move into Wealth Planning?
- Do you currently work in Mortgage or Pensions Admin or perhaps for a provider platform, investment management or other areas of financial services and would love the opportunity to move into a financial planning environment?
The Opportunity
We're working with an established and growing financial planning practice based in Harrogate who are looking to appoint a highly organised and proactive individual to join their team.
This role would particularly suit someone who already has experience of financial services administration and client services support.
About the Company
The firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business.
The Role.
Success in this role is less about having detailed technical financial planning knowledge to start with and far more about being highly organised, proactive and enjoying a support-focused position and who wants to learn.
What's On Offer?
- 25 days holiday plus bank holidays + Your birthday off if a working day, plus one mental health day
- 7% employer pension contribution + discretionary bonus up to 20% per annum
If you're currently working within financial services and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.
Financial Planning Assistant/ PA in Oxford 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.
