Financial Planning Assistant/ PA

Financial Planning Assistant/ PA

Oxford

Salary: £26,000 - £33,000 depending on experience

Are you 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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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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• 25 days holiday plus bank holidays + Your birthday off if a working day, plus one mental health day
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• 7% employer pension contribution + discretionary bonus up to 20% per annum
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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.