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
You’ll Be a Great Fit If You:
Why Join Lightside?
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
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.