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Financial Planning Assistant - Path to Financial Planner
Job in
Bury St Edmunds, Suffolk County, IP32, England, UK
Listed on 2026-01-15
Listing for:
Square Peg Associates
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
A recruitment consultancy is looking for a motivated Financial Planning Assistant in Bury. The role requires collaborating with Financial Planners, preparing cashflow plans, and writing recommendations for clients. Ideal candidates should have a basic understanding of financial products, excellent organisational skills, and experience in a related financial services role. Competitive salary and full training will be provided to advance your career in financial planning.
Join a dynamic team poised for growth and success.
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