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Permanent

Financial Planning Assistant/ PA

Cranleigh Personnel
Oxford
money-bag £26000 Annual
Posted: 24 July 2026 (Today)
Closing date: 23 August 2026
Ref: 3143220859

Financial Planning Assistant/ PAOxfordSalary: £26,000 - £33,000 depending on experienceAre you looking to move into Wealth Planning?Do you currently work in Mortgage or Pensions Admin or perhaps for a provider platform, investment management or other areas of financial services and would love the opportunity to move into a financial planning environment?The OpportunityWe''re working with an established and growing financial planning practice based in Harrogate who are looking to appoint a highly organised and proactive individual to join their team.This role would particularly suit someone who already has experience of financial services administration and client services support.About the CompanyThe firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business.The Role.Success in this role is less about having detailed technical financial planning knowledge to start with and far more about being highly organised, proactive and enjoying a support-focused position and who wants to learn.What''s On Offer?25 days holiday plus bank holidays + Your birthday off if a working day, plus one mental health day7% employer pension contribution + discretionary bonus up to 20% per annumIf you''re currently working within financial services and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we''d ..... full job details .....

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