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