Senior Financial Services Administrator
3 weeks ago
About Our Client
Lime People Search & Select Ltd is a renowned Financial Planning firm based in the UK, dedicated to delivering top-notch services to clients across the country.
We are currently looking for a skilled Financial Planning Assistant to join our team in Central Leeds. The successful candidate will work closely with our Financial Planning Consultants to provide administrative and technical support, ensuring seamless delivery of services to clients.
The ideal candidate will possess 2+ years of experience working in a similar Financial Planning / IFA Administrative role, with a strong focus on administrative tasks and client communication. Proficiency in IT systems and excellent written and verbal communication skills are also required.
Salary: £38,000 - £45,000 per year (dependent on experience).
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