financial planning assistant Jobs - 770

Government Property Agency - B24BH

Employment Type : Full-Time

Financial Accountant (HEO) 35,175 - 39,480 (National) plus an Accountancy Allowance of 5,000 pa (Fully Qualified) or 2,500 (Part Qualified) The Government Property Agency is the largest property holder in government, with more than 2.1 billion in property assets and over 50% of the government’s office estate. We are transforming the way the Civil Service works by creating great places to work, leading the largest commercial office programme in t...

Capio Recruitment Financial Planning - BN20AE

Employment Type : Full-Time

Salary: 30,000 to 33,000 Location: Brighton & Hove Financial Planning Assistant Full-time | Hybrid Working | Competitive Benefits | Career Progression Are you an experienced Administrator working within financial planning ready to elevate your career? Join a dynamic financial planning firm that values precision, client-centric service, and continuous professional development. About the Role As a Financial Planning Assistant, you'll play a pi...


Service Service Employment Agency Limited - NR24SG

Employment Type : Full-Time

My client is looking for an experienced Financial Planning Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals; this is a new vacancy and has arisen through growth. You will ideally have experience working in a Financial Planning environment previously e.g. Independent financial advice practice, my client will al...

Simon Lincoln Recruitment Solutions - L235TD

Employment Type : Full-Time

The Role The role of the Financial Planning Assistant is to assist in providing administrative and technical support to the business. Qualifications - Minimum R01 Experience - Minimum 3 years of experience in a financial planning firm Key Contributions and Outputs New and existing client communications and queries Supporting the dealing with new enquiries and prospects Supporting the dealing with existing client enquiries Supporting the paraplan...

TIME Appointments Ltd - Bury St. Edmunds

Employment Type : Full-Time

Are you looking for an opportunity to join an award-winning business? Do you want to be offered funded qualifications? Is it your passion to progress? LOOK NO FURTHER! Our client, an award-winning Financial Service specialist based in Bury St Edmunds, are currently recruiting for a personable individual to join their thriving team as a Financial Planning Support Assistant or Senior Financial Planning Support Assistant. Skills & Requirements:...

Simon Lincoln Recruitment Solutions - L235TD

Employment Type : Full-Time

The Role The role of the Financial Planning Assistant is to assist in providing administrative and technical support to the business. Qualifications - Minimum R01 Experience - Minimum 3 years of experience in a financial planning firm Key Contributions and Outputs New and existing client communications and queries Supporting the dealing with new enquiries and prospects Supporting the dealing with existing client enquiries Supporting the paraplan...

Business Stream - EH129SE

Employment Type : Full-Time

Do you strive for accuracy in everything you do? You could be our next Cash Assistant About the role The Cash Assistant role is essential for ensuring that cash is allocated accurately and promptly, while also effectively managing customer allocation queries. By adhering to Business Stream s financial processes and controls, you will play a crucial part in maintaining financial integrity. You will take charge of allocating customer payments, que...

Livv Workplace - London

Employment Type : Full-Time

ISS provide workplace and administration services to prestigious clients across London. We are seeking an experienced Personal Assistant to be based at a global financial services business situated in the heart of the West End. In this position you will act as an ambassador for both our client & ISS Livv Workplace. You will be supporting a diverse senior leadership team with duties including complex diary management, international travel arr...

Vistry Group PLC - Caterham

Employment Type : Full-Time

Role overview ID: 2025-7017 Entity: Vistry Region: Vistry South East Department: Land & Planning Contract Type: Permanent - Full Time Job Location: Caterham, Surrey Date Posted: 26.03.2025 We have an exciting opportunity for an Assistant Development Manager to join our team within Vistry South East, at our Caterham office in Surrey. As our Assistant Development Manager, you will be responsible for supporting the Land & Development Manage...

QBE Management Services (UK) Limited - Glasgow

Employment Type : Full-Time

Primary Details Time Type: Full time Worker Type: Employee To underwrite business and support an Underwriting team in accordance with the business plan and within delegated underwriting authority Assistant Underwriter  (Glasgow / Home Working)  We have an Assistant Underwriter role joining our Casualty Team based in Glasgow. As an Assistant Underwriter you will play a crucial role in developing business within the team. Your role will ...