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: a month ago

£25,000 - £30,000 / Annum

A well-established and highly regarded Financial Planning firm is seeking a professional, organised, and proactive Assistant to support the Director/Financial Advisor. This is an excellent opportunity for an experienced PA or administrator looking to join a collaborative and client-focused environm...

💼 Permanent Role   🌍 Poole   🕒 Posted: a month ago

£30,000 - £40,000 / Annum

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

💼 Permanent Role   🌍 Poole   🕒 Posted: a month ago

£28,000 - £34,000 / Annum

This Junior Paraplanner job presents a fantastic opportunity for you to join a growing financial planning firm and take the next step in your career within a supportive and ambitious environment. As a Junior Paraplanner, you will play a key role in supporting financial advisers by delivering high q...

💼 Permanent Role   🌍 M1, Manchester, Greater Manchester   🕒 Posted: a month ago

£28,000 - £34,000 / Annum

Junior Paraplanner Manchester Area (Hybrid – 2 Days WFH) Salary up to £34,000 + Bonus An excellent opportunity has arisen for a Junior Paraplanner to join a growing firm of Financial Advisers. This role is ideal for someone looking to develop their technical knowledge and build a long-t...

💼 Permanent Role   🌍 Manchester, Greater Manchester   🕒 Posted: 19 days ago

£34,000 - £36,000 / Annum

Culture starts at the top. Work for a good boss and you'll flourish. Work for a bad one and well, you won't. Too often leadership talks a good game about training, development and the future you. But how many actually back it up? This isn't a problem you'll face at this IFA busine...

💼 Permanent Role   🌍 Leeds   🕒 Posted: 14 days ago

£28,000 - £35,000 / Annum

Financial Planning Administrator Are you an organised and detail-oriented administrator who enjoys delivering exceptional client service? We're looking for an Financial Planning Administrator to join our growing financial planning team and work within Adviser Support. This is a key role that s...

💼 Permanent Role   🌍 SK9, Alderley Edge, Cheshire East   🕒 Posted: a month ago

£30,000 - £37,000 / Annum

Due to an internal promotion and growth my client, an established and highly regarded Chartered Financial Planning practice, currently seek an experience Financial Planning Administrator to support a talented Financial Planner on a one to one basis who primarily operates in the HNW field. Key Respo...

💼 Permanent Role   🌍 Glasgow, Glasgow City   🕒 Posted: a month ago

£27,000 - £30,000 / Annum

Financial Planning Administrator Location: Leeds Salary: £27,000 - £30,000 per annum Job Type: Full-Time, Permanent The Opportunity A well-established and growing financial planning firm is seeking a Financial Planning Administrator to join its professional and supportive team. This is a...

💼 Permanent Role   🌍 Leeds, West Yorkshire   🕒 Posted: a month ago

£ Competitive Salary

Financial Planning Compliance Officer Location: Liverpool City Centre Hours: Monday-Friday, 9am-5pm (35 hours per week) Contract: Permanent, Full Time Salary: Dependent on experience Essential: Level 4 Diploma in Financial Planning (or equivalent) Are you an experienced Financial Services profess...

💼 Permanent Role   🌍 Liverpool, Merseyside   🕒 Posted: a month ago

£45,000 - £55,000 / Annum

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 for someone wh...

💼 Permanent Role   🌍 Wirral   🕒 Posted: a month ago

£30,000 - £35,000 / Annum

This role provides an excellent opportunity to build a long-term career within financial services, offering exposure to all aspects of client servicing and financial planning administration within a highly recognised and awarded IFA firm. Working closely with experienced advisers and support teams, ...

💼 Permanent Role   🌍 Poole   🕒 Posted: a month ago

£28,000 - £35,000 / Annum

Financial Planning Administrator (Apply online only) Manchester / Hybrid (3 days WFH) NJR Recruitment are pleased to be yet again working in Partnership with an impressive firm of Independent & Chartered Financial Planners based in the Heart of Manchester City Centre. Founded in 2016, Our cli...

💼 Permanent Role   🌍 Manchester, Greater Manchester   🕒 Posted: 19 days ago

£30,000 - £38,000 / Annum

Wealth Administrator / Junior Financial Planning Consultant Hove / Brighton Area Competitive Salary + Career Progression Full Time | Office Based A growing and client-focused financial planning business is looking to recruit a Wealth Administrator with ambitions to progress into Financial Advice o...

💼 Permanent Role   🌍 Brighton, Brighton and Hove   🕒 Posted: 19 days ago

£26,000 - £30,000 / Annum

Technical Administrator - Financial Planning £26,000 - £30,000 | Financial Planning | Office-based Canford Cliffs / Sherborne In financial planning, the client experience is shaped long before an adviser speaks to a client. It is built in the administration - in how quickly cases are p...

💼 Permanent Role   🌍 Bournemouth   🕒 Posted: a month ago

£35,000 - £40,000 / Annum

Technical Support Team Leader - Financial Planning £35,000 - £40,000 | South West (Hybrid / Multi-site) Shaftesbury / Corsham / Poole / Sherborne In financial planning, client experience is only as strong as the support behind it. Annual reviews, bereavement cases, and technical q...

💼 Permanent Role   🌍 Shaftesbury   🕒 Posted: a month ago

£26,000 - £28,000 / Annum

Are you an organised, detail-focused administrator with experience in financial services? Do you thrive in a fast-paced environment where accuracy, client service, and teamwork are valued? If so, we want to hear from you. We’re looking for a Financial Planning Administrator to join an expandi...

💼 Permanent Role   🌍 Wells, Somerset   🕒 Posted: a month ago

£21,200 - £24,000 / Annum

My client is a well-established and leading Financial Planning Practice with offices in an attractive rural location, just under ten miles north of Norwich, they have a strong client following and provide informed, impartial and independent financial advice. My client is looking for a recent college...

💼 Permanent Role   🌍 Aylsham, Norfolk   🕒 Posted: 22 days ago

£ Competitive Salary

Overview An exciting opportunity has arisen for a commercially focused Financial Planning & Analytics (FP&A) Analyst to join a growing retail organisation. This role plays a key part in supporting multiple business functions, including Finance, Buying, Loss Prevention, and Floor Planning, wi...

💼 Permanent Role   🌍 Plymouth, Devon   🕒 Posted: 15 days ago

£65,000 - £65,000 / Annum

Financial Planning & Analysis Manager Location: Gainsborough / Hybrid Salary: £65k Are you a commercially minded finance professional looking for a role where you can genuinely influence business performance and strategic decision-making? Benjamin Edwards is recruiting for an experien...

💼 Permanent Role   🌍 Gainsborough   🕒 Posted: a month ago