Wealth Planning Assistant - Path
Job in
Stoke-on-Trent, Stoke, Staffordshire, EX39, England, UK
Listed on 2026-07-24
Listing for:
Cranleigh Personnel
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Location: Stoke-on-Trent
Cranleigh Personnel is partnering with a boutique financial planning practice in Harrogate to recruit a Financial Planning Assistant/ PA. The role focuses on organisation, coordination and client support, ideal for someone with financial services admin background looking to move into wealth planning.
Salary is £26,000 - £30,000 depending on experience, with hours 9am-5pm, 24 days holiday plus Bank Holidays, life assurance and a medical cash plan.
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