Company: Recruit UK
Location: Guiseley
Job Description:
Recruit UK is seeking a Senior Wealth Planning Assistant in Leeds to support Wealth Planners with administrative tasks across the client journey. This role offers up to £40,000 salary and features a hybrid working model after the first month.
Ideal candidates have experience in IFA Administration, a strong grasp of the financial planning process, and excellent client service skills. The position comes with various benefits including 25 days holiday, matched pension contributions, and private medical insurance.
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Posted: June 1st, 2026