At a Glance
- Tasks: Support the financial planning team with administration and client liaison.
- Company: RG Consultancy, a growing firm focused on client satisfaction.
- Benefits: Opportunities for professional development in a supportive environment.
- Other info: Be part of a compliant, client-focused culture with growth potential.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Two years in financial planning or similar, strong IT skills, GDPR awareness.
The predicted salary is between 27000 - 33000 £ per year.
RG Consultancy is seeking an experienced Financial Planning Assistant to support the growing financial planning team.
This role offers day-to-day administration, client liaison, and involvement in compliance tasks within a compliant, client-focused environment.
The ideal candidate will have at least two years in financial planning or a similar role, strong IT skills, and awareness of GDPR/regulatory requirements.
Opportunities for development exist as the company grows.
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Financial Planning Assistant: Growth & Admin Support in Stockport employer: RG Consultancy
RG Consultancy is an excellent employer that values the growth and development of its employees, offering a supportive work culture where collaboration and mentorship thrive. Located in the vibrant area of Horwich, Bolton, the company provides flexible working arrangements, competitive benefits including a generous holiday allowance and company bonuses, making it an attractive place for those seeking meaningful and rewarding employment.
