At a Glance
- Tasks: Support client services and coordinate administrative tasks in a dynamic financial planning team.
- Company: Growing financial planning practice based in Oxford with a supportive culture.
- Benefits: Competitive salary, 25 days holiday, and opportunities for career development.
- Other info: Join a vibrant team and enjoy a long-term career path in wealth planning.
- Why this job: Kickstart your career in wealth planning and make a real difference for clients.
- Qualifications: Experience in financial services administration and a passion for client service.
The predicted salary is between 26000 - 33000 £ per year.
Oxford-based Financial Planning Assistant/PA role within a growing financial planning practice.
The successful candidate will support client services, coordinate administrative tasks and assist the team in delivering a smooth service to clients.
The role suits someone with experience in financial services administration who wants to move into wealth planning and develop a long-term career in this field.
- Offering a competitive salary (£26,000–£33,000 depending on experience) and a supportive
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Wealth Planning Assistant: Growth Role with 25 Days Holiday 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.
