Financial Services Advisor

4 days ago


Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full time

Leading financial advisory firm Lime Search & Select Ltd seeks a skilled Financial Services Advisor to join their team in Leeds.

The estimated salary for this role is £30,000 - £40,000 per annum.

Job Description
  • Monitor business accounts, sales and purchases, and chase outstanding commissions.
  • Assist Director with regulatory communication related to the Financial Conduct Authority (FCA).
  • Create client packs for new business or annual reviews, including relevant paperwork and pension transfers.
  • Manage Director's email account daily.

Company Overview: As a leading financial advisory firm in Leeds, we provide financial advice to businesses and individuals on pensions, investments, and retirement planning.



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