×
Register Here to Apply for Jobs or Post Jobs. X

Financial Planning Assistant — Hybrid & Training

Job in Pill, Portishead, Somerset County, BS20, England, UK
Listing for: CV Elite Limited
Full Time, Apprenticeship/Internship position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
  • Administrative/Clerical
Job Description & How to Apply Below
Position: Financial Planning Assistant — Hybrid & Training‑Ready
Location: Pill

A prominent financial planning firm in Bristol seeks a Financial Planning Assistant to support high-net-worth clients. This role involves providing administrative assistance in delivering financial planning services and requires excellent organisational and communication skills. Although prior knowledge of financial planning isn't necessary, candidates must have a strong desire to learn and grow within the field. Training will be provided to ensure success, alongside an exceptional benefits package including a competitive salary and hybrid working options.
#J-18808-Ljbffr
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary