RG Consultancy Ltd is seeking a Financial Planning Assistant to support the financial planning team on a day-to-day basis and assist with administration, client records and GDPR/AML compliance.
Responsibilities include managing adviser remuneration statements, processing Letters of Authority, assisting with new business processing, and liaising with clients and providers by phone and email.
#J-18808-Ljbffr
Financial Planning Assistant: Admin, Compliance & Growth employer: RG Consultancy Ltd
RG Consultancy is an exceptional employer, offering a dynamic work environment within a leading manufacturing company that values professional growth and teamwork. With competitive salaries, flexible working hours, and comprehensive benefits including private health insurance and generous holiday allowances, employees are empowered to thrive both personally and professionally. The supportive culture encourages innovation and collaboration, making it an ideal place for part/qualified CIMA/ACCA professionals to advance their careers while contributing to the success of a growing team.
