RG Consultancy Ltd is seeking an experienced Financial Planning Assistant to join their small and growing team in Stockport. The roleSupports the financial planning team on a day-to-day basis with scope for development as the company grows.
The ideal candidate has at least 2 years' experience in financial planning or a similar business, with essential administrative/assistant experience and a working knowledge of GDPR and regulatory requirements. Strong IT and Excel skills are expected.
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Financial Planning Support Specialist in Stockport 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.