UK Financial Planning Assistant

5 hours ago


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

Job Summary

Lime People Search & Select Ltd is seeking an experienced Financial Planning Assistant to join our team in Central Leeds.

The successful candidate will provide administrative and technical support to our Financial Planning Consultants, ensuring efficient delivery of services to clients.

To be successful in this role, you will need 2+ years of experience working in a similar Financial Planning / IFA Administrative role, with a focus on supporting Financial Advisers with administrative tasks. Excellent written and verbal communication skills, as well as proficiency in IT systems, are also essential.

Salary: £42,000 - £50,000 per year (dependent on experience).



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