Find the Best Financial Planning Assistant Jobs Near You with Vita CV

£23,000 - £29,000 / Annum

My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments. We are urgently seeking a Financial Planning Assistant to join the ...

💼 Permanent Role   🌍 Leeds, West Yorkshire   🕒 Posted: 18 days ago

£30,000 - £35,000 / Annum

We are looking for a motivated and detail-oriented Junior Paraplanner to join our growing independent financial planning team. This role is ideal for someone looking to progress their career in financial planning who wants to gain hands-on experience supporting advisers and delivering high...

💼 Permanent Role   🌍 Poole   🕒 Posted: 25 days ago

£30,000 - £30,000 / Annum

Are you looking for a Junior Paraplanner job where you can build strong technical skills, work closely with experienced colleagues and continue progressing within a supportive financial planning environment? This opportunity is ideal for someone stepping up from senior administration into a more str...

💼 Permanent Role   🌍 CV31, Royal Leamington Spa, Warwickshire   🕒 Posted: a month ago

£25,000 - £27,500 / Annum

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career. Location: Office based primarily but home working is a...

💼 Permanent Role   🌍 Wrexham, Clwyd   🕒 Posted: a month ago

£40,000 - £50,000 / Annum

We’re looking for a Senior Investment Administrator / Analyst to support investment operations, focusing on bonds, ISAs, and PEPs. You’ll act as a senior point of contact, ensuring accurate processing, reporting, and oversight. Benefits * Great transport links * Supportive team * G...

💼 Contract Role   🌍 Bristol, City of Bristol   🕒 Posted: a month ago

£37,000 - £45,000 / Annum

The Role: I am recruiting an experienced Financial Planning Administrator / Financial Planning Assistant, to join the team at Nicholls Stevens, a well-established, boutique, Independent Financial Planning firm based in Bristol (BS1). This role, internally titled Client Relationship Manager, is highl...

💼 Permanent Role   🌍 BS1, Bristol, City of Bristol   🕒 Posted: 16 days ago

£45,000 - £55,000 / Annum

About the Role Financial Planning Analyst Location: Bromborough Join Panda and help turn data into better decisions. As a Financial Planning Analyst at Panda, you’ll play an important role in helping the business make smarter, faster and better-informed decisions. This is a great opportunity f...

💼 Permanent Role   🌍 CH62, Bromborough, Metropolitan Borough of Wirral   🕒 Posted: 23 days ago

£25,000 - £32,000 / Annum

We’re currently working with a well-established and growing Financial Planning firm in Basingstoke who are looking to appoint a Client Services Administrator to join their team. You’ll be joining a collaborative and supportive financial planning firm that places real emphasis on lo...

💼 Permanent Role   🌍 Basingstoke   🕒 Posted: 25 days ago

£45,000 - £45,000 / Annum

Job Title:                             Senior Financial Planning & Analysis Specialist PURPOSE SUMMARY: Reporting to the FP&A Manager, you will primar...

💼 Permanent Role   🌍 Slough   🕒 Posted: a month ago

£30,000 - £35,000 / Annum

My client, a respected and established Wealth Manager, currently have an opportunity for an experienced Senior Financial Planning Administrator to join their friendly Exeter team. Key Responsibilities * Provide end‑to‑end administrative support to one or two Financial Planners *...

💼 Permanent Role   🌍 Exeter, Devon   🕒 Posted: 17 days ago

£28,000 - £32,000 / Annum

Financial Planning Administrator Location: Bristol Contract: Permanent Salary: £28,000 - £32,000 per annum    Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are recruiting on behalf of an established Independent Financial Adviser f...

💼 Permanent Role   🌍 Bristol   🕒 Posted: 23 days ago

£50,000 - £50,000 / Annum

ROLE: Financial Planning & Analysis Manager HOURS: 37.5 per Week - Fixed Term Contract, 6-9 months SALARY: C£50,000 dependent upon skills and experience plus excellent benefits BENEFITS: Healthcare Cash Plan, 3x Salary Life Assurance, High Street Discounts, Staff Discount BASE: Hybrid ...

💼 Permanent Role   🌍 South Normanton   🕒 Posted: 15 days ago

£30,000 - £35,000 / Annum

Our client, a leading international logistics business, is now seeking a Junior Financial Planning & Analysis Analyst to join their growing Finance function—an ideal role for someone early in their finance career who is analytically driven, eager to learn, and ready to grow in a fast-paced...

💼 Permanent Role   🌍 Birmingham, West Midlands (County)   🕒 Posted: a month ago

£80,000 - £80,000 / Annum

Migrant Help have an exciting opportunity to recruit a Deputy Director of Financial Planning & Analysis to join our team! Location: Dover, Homebased Contract: Permanent Salary: £80,000 About us: Migrant Help is a leading charity that was established in 1963 and del...

💼 Permanent Role   🌍 Dover, Kent, United Kingdom   🕒 Posted: 22 days ago

£27,000 - £33,000 / Annum

Financial Planning Administrator - Hybrid Location: Deeside (Hybrid - 3 days at home following probation) Salary: £27,000-£33,000 + Bonus + Benefits Contract: Full-time, Permanent A Career Move That Actually Moves You Forward Are you an organised, detail‑driven IFA Administra...

💼 Permanent Role   🌍 Deeside, Cheshire   🕒 Posted: 17 days ago

£ Competitive Salary

This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit employed Financial Planners as part of their growth journey The business is due to embark upon their next chapter of growth and are looking for Financial Planners who align with their ...

💼 Permanent Role   🌍 BA15, Bradford-on-Avon, Wiltshire   🕒 Posted: a month ago

£38,000 - £40,000 / Annum

We are seeking a motivated and detail-oriented Assistant Financial Accountant to join our finance team in Melton, UK. This role supports the Financial Controller and Senior Operations Finance Manager in delivering accurate financial reporting, inventory management, cost analysis, and financial contr...

💼 Permanent Role   🌍 Melton Mowbray, Leicestershire   🕒 Posted: 16 days ago

£92,500 - £95,000 / Annum

Interim |12M FTC | £95,950 p.a. | Hybrid | Pension | Healthcare | 32 Days Holiday A Large Social Housing provider based in the North West is seeking an experienced interim to lead its treasury and financial planning functions to cover maternity leave. This is a key position to enable seamless ...

💼 Contract Role   🌍 Manchester, Greater Manchester   🕒 Posted: a month ago

£60,000 - £65,000 / Annum

Job Title:  Financial Adviser   Salary:  £60,000 - £65,000   Location: Hertford, Herts   Term:  Permanent  A growing Financial Planning business is in search of a Financial Adviser to join their thriving business. Join a business with integrity w...

💼 Permanent Role   🌍 Hertford, Herts   🕒 Posted: 15 days ago

£75,000 - £75,000 / Annum

I am recruiting a Financial Planner (Servicing Financial Adviser) on behalf of MFP Wealth Management, a leading independent Financial Planning firm based in Christchurch, Dorset (BH23). The Person: We are happy to consider a technically competent Paraplanner, who is ready to transition into advisin...

💼 Permanent Role   🌍 BH23, Mudeford, Dorset   🕒 Posted: 21 days ago