Support Associate

24 hours ago


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

Job Summary: We are seeking a highly skilled Financial Planning Assistant to join our team in Central Leeds. As a key member of our financial services division, you will provide critical administrative support to our Financial Planning Consultants. Your duties will involve preparing documents, conducting research, and maintaining accurate records.

About the Role: In this role, you will be responsible for providing administrative support to Financial Planning Consultants, preparing documentation for client meetings, conducting research to support proposed advice, compiling suitability letters, processing new business, maintaining compliance records, and responding to client inquiries.

What We Offer: The successful candidate will receive a competitive salary of £25,000-£30,000 per annum, commensurate with their experience. You will also enjoy ongoing training and professional development opportunities to enhance your skills and career prospects. As a valued member of our team, you will be working in a vibrant and dynamic city, enjoying a good work-life balance.

Requirements: To be considered for this role, you should possess strong written and verbal communication skills, as well as 2+ years of experience in a similar Financial Planning or IFA Administrative role. Proficiency in record-keeping and administrative tasks is also essential.

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