Financial Planning Support Assistant

1 week ago


Braunstone Town, United Kingdom Medlock Partners Ltd Full time

Are you a motivated and organized individual looking for a challenging role in the financial services industry? Do you have a passion for delivering exceptional customer service and supporting high-performing teams?

About the Company

Our client is a dynamic and growing firm of Independent Financial Planners, committed to providing exceptional service to their clients. They operate with a family culture, promoting and encouraging development within the business.

Job Requirements
  • Excellent communication and organizational skills
  • Ability to work in a fast-paced environment
  • Strong attention to detail and accuracy

This is an excellent opportunity for a graduate or early-career professional to gain valuable experience in the financial services industry.

Salary and Benefits: We offer a competitive salary of up to £26,000 (experience dependent), exam support, and funding opportunities. Our team is dedicated to supporting your career development and growth.



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