Financial Planning Assistant

7 days ago


Berkhamsted, Hertfordshire, United Kingdom Recruit UK Ltd. Full time

We are seeking a skilled Financial Planning Assistant to join our team at Recruit UK Ltd. This pivotal role is responsible for working closely with financial planners to deliver expert advice to clients.

The successful candidate will have excellent communication skills, relationship-building abilities, and previous experience as a financial planning administrator. Key responsibilities include providing exceptional client service and supporting planners in delivering high-quality advice.

A competitive salary of £25,000 (dependent on skill set and experience) is on offer, along with hybrid working opportunities and support with professional development. You will also enjoy being part of a dynamic and modern team and having access to well-being initiatives and a supportive environment.

  • • Salary from £25,000 (dependent on skill set and experience)
  • • Hybrid working
  • • Opportunity to be part of a dynamic, modern team/company
  • • Well-being initiatives
  • • Support with professional development


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