Financial Planning Assistant

4 weeks ago


Leeds, United Kingdom BWD Search & Selection Full time

The key responsibilities:

- Support Financial planners in preparing financial reports & investment portfolios.
- Maintain accurate client records.
- Prepare and distribute client information.
- Contribute to team meetings and initiatives.

**Requirements**:

- 1 year experience in similar role
- Ability to work in a team and independently.
- Excellent organisation skills
- Strong communications skills
- Commitment to customer service skills

Salary ranging between £23,000 - £28,000 with an excellent bonus package and support to develop your career.



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