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Permanent

Financial Planning Assistant/ PA

Cranleigh Personnel
Harrogate
money-bag £26000 Annual
Posted: 22 July 2026 (Today)
Closing date: 21 August 2026
Ref: 3142294288

Financial Planning Assistant/ PAHarrogateSalary: £26,000 - £30,000 depending on experienceLooking 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?If you enjoy organisation, coordination, relationship management and being the person who keeps everything running smoothly behind the scenes, this could be a fantastic opportunity.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?£26,000 - £30,000 salary depending on experienceHours 9am-5pm24 days holiday + Bank HolidaysLife assurance, medical cash planClear long-term career development opportunitiesIf you''re ..... full job details .....

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