RG Consultancy are partnering with a financial services business in the Stockport area to recruit an experienced Financial Planning Assistant. The role supports the day-to-day workflow of the financial planning team and offers scope for development as the business grows.
You will manage administrative tasks, assist with client records, and support with compliance and governance processes. The ideal candidate has at least 2 years in financial planning or a similar environment, strong IT skills,
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Financial Planning Assistant - Grow with a Dynamic Team in Stockport employer: Stockport Nub News
At Stockport Nub News, we pride ourselves on being an excellent employer that fosters a collaborative and supportive work culture. Our flexible working arrangements allow for a healthy work-life balance, while our commitment to employee development ensures that you will have ample opportunities for growth and advancement within the firm. Join us in a vibrant location where your contributions are valued, and you can make a meaningful impact on our diverse client portfolio.
