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Client-Focused Financial Planning Support
Job in
Easter Howgate, Penicuik, Midlothian county, EH26, Scotland, UK
Listed on 2026-01-15
Listing for:
Charles Stanley & Co.
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial planning firm in the UK is seeking a motivated individual to join their Financial Planning team. The candidate will be responsible for managing client information, preparing documentation, and supporting Financial Planners. Ideal candidates should have 1–4 years of experience in financial planning support and demonstrate strong customer service skills. Attention to detail and effective communication abilities are essential in this collaborative and client-focused role.
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