Financial Planning Assistant/ PA

Financial Planning Assistant/ PA

Harrogate

Salary: £26,000 - £30,000 depending on experience

Looking to move into Wealth Planning?

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• Do you currently work in Mortgage or Pensions Admin or perhaps for a provider platform, investment management or other areas of financial services and would love the opportunity to move into a financial planning environment?
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• If you enjoy organisation, coordination, relationship management and being the person who keeps everything running smoothly behind the scenes, this could be a fantastic opportunity.
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The Opportunity

We're working with an established and growing financial planning practice based in Harrogate who are looking to appoint a highly organised and proactive individual to join their team.

This role would particularly suit someone who already has experience of financial services administration and client services support.

About the Company

The firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business.

The Role.

Success in this role is less about having detailed technical financial planning knowledge to start with and far more about being highly organised, proactive and enjoying a support-focused position and who wants to learn.

What's On Offer?

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• £26,000 - £30,000 salary depending on experience
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• Hours 9am-5pm
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• 24 days holiday + Bank Holidays
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• Life assurance, medical cash plan
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• Clear long-term career development opportunities
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If you're currently working within financial services and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.