Hansford Bell Financial Life Planning Ltd in Tavistock is seeking a Financial Planning Assistant to be the trusted daily contact for clients, working alongside advisers to ensure every client feels known and looked after.
You’ll manage onboarding, coordinate client reviews and keep plans on track, while handling admin and provider liaison. The role offers a four-day week (Mon-Thu, 9-5) with hybrid working after probation.
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Step into the Client-First Financial Planning Assistant — 4‑Day Week role at Hansford Bell Financial Life Planning Ltd in Tavistock, England, United Kingdom and grow with us.
We would love to welcome a new Client-First Financial Planning Assistant — 4‑Day Week to our organisation in Tavistock, England, United Kingdom.
For the Client-First Financial Planning Assistant — 4‑Day Week position at Hansford Bell Financial Life Planning Ltd, we are reviewing applications now.