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Senior Wealth Planning Associate

Job in Leighton Buzzard, Bedfordshire, LU7, England, UK
Listing for: Blakemore Recruitment
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A respected Financial Planning practice in the UK is seeking a Senior Financial Planning Assistant to join their Client Servicing team. The role involves processing various financial business, preparing documentation, and assisting Wealth Managers. The ideal candidate will have at least 2 years of industry experience and be proficient with Microsoft Office and Intelligent Office. Strong communication, time management skills, and attention to detail are essential for providing excellent service to clients.
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Position Requirements
10+ Years work experience
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