Financial Planning Assistant - Client-Focused Support

Lime Professional Services; Morley; On-site; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Competitive salary

Company benefits

Job summary

A financial planning firm based in Central Leeds is seeking a Financial Planning Assistant to provide administrative and technical support to Financial Planning Consultants. The role focuses on client service, including preparing documentation for meetings, maintaining records, and handling compliance tasks. Ideal candidates should have over 2 years of experience in a similar role and strong communication skills. A competitive salary and benefits are offered.

Qualifications

• 2+ years experience in Financial Planning or IFA Administrative role.
• Strong written and verbal communication skills.
• Ability to work with IT systems.

Responsibilities

• Provide documentation for FPC client meetings.
• Compile suitability letters based on advice.
• Process new business and maintain client records.

Skills

Written communication

Verbal communication

IT systems proficiency

Education

Started or completed Diploma in Financial Planning

Tools

XPlan

Job description

A financial planning firm based in Central Leeds is seeking a Financial Planning Assistant to provide administrative and technical support to Financial Planning Consultants. The role focuses on client service, including preparing documentation for meetings, maintaining records, and handling compliance tasks. Ideal candidates should have over 2 years of experience in a similar role and strong communication skills. A competitive salary and benefits are offered.