Financial Planning Assistant

2 months ago


Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full time
Financial Planning Assistant

We are seeking a highly skilled Financial Planning Assistant to join our team at Lime People Search & Select Ltd. The successful candidate will provide administrative and technical support to our Financial Planning Consultants, ensuring a high level of client service at all times.

Key Responsibilities:
  • Provide relevant documentation ahead of client meetings
  • Obtain research relating to proposed advice
  • Compile suitability letters based on advice given
  • Process new business
  • Ensure accurate completion of compliance requirements
  • Respond to client queries
  • Maintain client records on XPlan
  • Liaise with life offices and providers
  • Ensure administrative requirements are completed for the Client Review Process
  • Contribute to new business development
  • Proactively maintain a high level of client service

The ideal candidate will have 2+ years of experience working in a similar Financial Planning/IFA Administrative role, with strong written and verbal communication skills, and the ability to work with IT systems. A further qualification in Financial Planning or a Diploma in Financial Planning would be advantageous.

We offer a great salary and company benefits package to the successful candidate.



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