Financial Planning Assistant

3 weeks ago


StokeonTrent, Stoke-on-Trent, United Kingdom Uniting People Full time

We are seeking a skilled Financial Planning Assistant to support our Financial Adviser in delivering exceptional financial and tax planning services to our diverse client base.

The estimated salary for this role is around £35,000 - £45,000 per annum, depending on experience.

In this key position, you will be responsible for:

  • Providing comprehensive financial planning and tax advice to clients
  • Supporting the Financial Adviser in conducting thorough risk assessments and creating tailored financial plans
  • Collaborating with cross-functional teams to ensure seamless service delivery

You will require:

  • Strong knowledge of financial planning principles and regulations
  • Excellent communication and interpersonal skills
  • A proven ability to work effectively in a team environment

As a member of our team at Uniting People, you can expect:

  • A competitive salary and benefits package
  • Ongoing training and development opportunities
  • A collaborative and supportive work environment


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