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© All Rights Reserved. ApplyBlast.com
de Lisle Financial Planning
An entry‑level role supporting the financial planning team at HC Wealth Management, providing day‑to‑day administrative assistance, client file management, and query handling while learning the fundamentals of professional financial planning. The position offers hybrid working and a clear pathway to develop a long‑term career in the financial planning sector.
We are financial advisers that specialise in financial planning for small business owners and professionals approaching retirement in Cheltenham & Cirencester, helping them organise their finances so that their money works as hard as they do.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for de Lisle Financial Planning.
56% below the average for this role