Hansford Bell Financial Life Planning Ltd in Tavistock is seeking a Financial Planning Assistant to be the trusted daily contact for clients, working alongside advisers to ensure every client feels known and looked after.
You’ll manage onboarding, coordinate client reviews and keep plans on track, while handling admin and provider liaison. The role offers a four-day week (Mon-Thu, 9-5) with hybrid working after probation.
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Contact Details:
Hansford Bell Financial Life Planning Ltd Recruitment Team
