Financial Planning Assistant

ZipRecruiter; Liverpool; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial planning firm is seeking a Financial Planning Assistant to support their team and client base. The ideal candidate will possess strong organisational skills, attention to detail, and prior experience in financial services. This role offers professional growth and a values-driven culture with numerous employee benefits including a competitive salary, pension contributions, and flexible working arrangements.

Benefits

Competitive salary

10x salary for Death in Service

5% pension contribution

3pm finish Fridays

Modern new office

25 days annual holiday + bank holidays

Private medical cover

Cycle to work scheme

Paid study and development support

Qualifications

• Experience in a similar support role is a bonus.
• Must be reliable and take ownership of work.
• Communicate clearly, honestly, and professionally.

Responsibilities

• Supporting Financial Planners in delivering client-focused advice.
• Managing client records and back-office systems.
• Preparing documentation and reports for client meetings.

Skills

Attention to Detail

Organisational Skills

Communication

Education

Experience in financial services

Job description

Job Description

WE ARE HIRING A FINANCIAL PLANNING ASSISTANT!

"This role isn’t for everyone. But it might be for you."

Financial Planning Assistant | Lightside Financial Planning

AtLightside, we believe in doing things the right way—every time. We’re a straight-talking, high-integrity financial planning firm that puts clients’ lives at the centre of every strategy. We don’t sugar-coat, and we don’t cut corners. If that sounds like your kind of team, read on.

We’re looking for aFinancial Planning Assistantto support our growing client base and ambitious team. This role is perfect for someone who’s organised, reliable, and thrives in an environment where accountability isn’t optional—it’s built into everything we do.

This Role Isn’t for Everyone

We’ll be honest:we expect a lot. You’ll be held to high standards and expected to keep your word, take ownership, and deliver consistently. But for those who rise to the challenge, this is a place where good work doesn’t go unnoticed. You'll berewarded, developed, and respectedfor what you bring to the table.

Location

Our offices are located in Crosby, Liverpool, and we offer hybrid working options. Applicants must reside in the UK and be eligible to work in the UK to be considered for this opportunity.

What You’ll Be Doing

• Supporting the Financial Planners in delivering client-focused advice
• Managing calls and meeting & greeting clients
• Preparing documentation and reports ahead of client meetings
• Managing back-office systems and keeping client records razor-sharp
• Liaising with providers and following up on key actions
• Being a steady, reliable presence for the team and our clients

You’ll Be a Great Fit If You:

• Are meticulous with detail and love staying organised
• Have experience in financial services (bonus if you’ve worked in a similar support role)
• Are unafraid of responsibility and own your work
• Communicate clearly, honestly, and professionally
• Understand that financial planning isn’t just numbers—it’s personal

Why Join Lightside?

• Chartered Status: We are committed to raising the professionalism and industry standards to deliver great customer outcomes
• Top 100 firm: We have been consistently awarded as a top 100 financial planning company each year for last 4 years in Citywire.
• Real Accountability: We back our words with actions. We expect the same from you.
• Professional Growth: You’ll have access to ongoing development, mentoring, and the space to grow your career in a meaningful way.
• Values-Driven Culture: We work with purpose. Our clients feel it, and our team lives it.
• Reward for Results: This isn’t a “clock in, clock out” job. If you bring your best, you’ll get our best in return—fair pay, trust, and opportunities to thrive.

What we offer

·Competitive salary

·10x salary for Death in Service

·5% pension contribution

·3pm finish Friday’s

·Modern new office

·25 days annual holiday + bank holidays, your birthday off and half day on Christmas Eve

·Private medical cover

·Cycle to work scheme

·Paid Study and development support