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Financial Planning Assistant


Thank you for your application for Financial Planning Assistant. You will receive an email with confirmation of your application. Good luck!

Connect with the recruiter managing this role


Salary £30000 - £35000

Recruiter Managing This Role

An exciting opportunity has arisen for a Financial Planning Assistant to join a highly professional, bespoke Financial Advisors. This client has showed continued growth since they were established and have numerous Advisors with over 20 years’ experience. They provide a first-class service, and trust, truth and transparency are the values the company stands for.

What we are looking for:

  • Experience in an IFA/Financial Planning firm
  • Experience dealing with Platforms and Providers
  • Experience with IO is desirable
  • Financial Qualifications are an advantage

What’s next? 

If this specific Financial Planning Assistant vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career

Back To Financial Planning Assistant Job Description

Application For Financial Planning Assistant