Cranleigh Personnel is partnering with a boutique financial planning practice in Harrogate to recruit a Financial Planning Assistant/ PA. The role focuses on organisation, coordination and client support, ideal for someone with financial services admin background looking to move into wealth planning.
Salary is £26,000 - £30,000 depending on experience, with hours 9am-5pm, 24 days holiday plus Bank Holidays, life assurance and a medical cash plan.
#J-18808-LjbffrWealth Planning Assistant - Growth Path & Benefits 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.
