Financial Planning Assistant

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We’re passionate about building strong and lasting relationships with our candidates – helping exceptional talent achieve their full potential with roles at some of the biggest and best companies in the world.

We listen carefully and communicate every step of the way, taking time to get to know you personally as well as professionally. So we can match you with a role that fits your values and ambitions, as well as your skillset. It’s our pleasure and privilege to help you thrive.

London

£35k - £38k

A forward-thinking Investment Manager is seeking a Financial Planning Assistant to join their Financial Planning team based in their Edinburgh office. The role is to provide comprehensive administrative support to Paraplanners and Financial Planners. Financial planning administrative experience is required, and ideally experience using Intelliflo Office.