Financial Planning Assistant

1 week 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. As a key member of our Financial Planning team, you will provide administrative and technical support to our Financial Planning Consultants, ensuring seamless client service and efficient operations.

Key Responsibilities:
  • Provide documentation and research to support client meetings
  • Compile suitability letters and process new business
  • Ensure accurate completion of compliance requirements
  • Respond to client queries and maintain client records
  • Liaise with life offices and providers
  • Contribute to new business development and maintain a high level of client service
Requirements:
  • 2+ years of experience in a similar Financial Planning/IFA Administrative role
  • Strong written and verbal communication skills
  • Ability to work with IT systems
  • Desirable: further qualifications in Financial Planning or study towards a Diploma in Financial Planning

We offer a great salary and company benefits package to the successful candidate. If you are a motivated and organized individual with a passion for financial services, please apply for this exciting opportunity.



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