Wealth Planning Assistant
Job in
Oxford, Oxfordshire, OX1, England, UK
Listed on 2026-07-26
Listing for:
Cranleigh Personnel
Full Time
position Listed on 2026-07-26
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Business Administration -
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Oxford-based Financial Planning Assistant/PA role within a growing financial planning practice. The successful candidate will support client services, coordinate administrative tasks and assist the team in delivering a smooth service to clients.
The role suits someone with experience in financial services administration who wants to move into wealth planning and develop a long-term career in this field. Offering a competitive salary (£26,000–£33,000 depending on experience) and a supportive
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