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Financial Planning Assistant — Client Support & Admin

Job in Carlisle, Cumbria County, CA1, England, UK
Listing for: Armstrong Watson LLP
Full Time position
Listed on 2026-02-10
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Finance & Banking
    Office Administrator/ Coordinator
Job Description & How to Apply Below
A leading Accountancy and Business Advisory firm in Carlisle is looking for a Financial Planning Assistant. The role involves providing administrative support to Financial Planning Consultants and being the main point of contact for clients. Candidates should have strong communication and organizational skills, with a good level of customer service experience. The position offers a competitive salary and a variety of benefits, including a pension scheme, extensive leave options, and professional development support.
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