Financial Planning Assistant
Square Peg Associates
Bury, Greater Manchester
About this role
Our client is a highly respected firm of Chartered Financial Planners based in Bury who specialise in providing Financial Advice to High-net-worth individuals. They are currently looking for a motivated Financial Planning Assistant, Administrator or Junior Planner, who is looking to advance their experience in a technical role. The role involves working closely with the Financial Planner and using research software to build case recommendations for the client and prepare cashflow plans. The rol…
Similar current roles
Assistant Financial Controller
Terra Recruitment Inc.
Canada
CAD 75,000 – CAD 85,000
Credit Control Assistant Accountant (Lane Cove West)
Danaher
Australia
Credit Control Assistant Accountant (Lane Cove West)
Danaher Corporation
Australia
Graduate – Investment Banking Analyst
Urbane Recruitment
Australia
Intern, CPA Program (January – August 2027)
CPP Investments
Canada
Intern- Finance, Due Diligence & Advisory (January 2027- 8 months)
Ontario Teachers' Pension Plan
Canada
CAD 49,920 – CAD 58,240