Financial Planning Coordinator

23 hours ago


Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full time
Company Overview
We are Lime People Search & Select Ltd, a leading recruitment agency specializing in placing professionals within the Financial Planning sector. Based in Central Leeds, we have an excellent opportunity for a skilled Financial Planning Assistant. Our ideal candidate will possess strong administrative and technical skills, as well as excellent communication abilities.

Job Description
This is a fantastic opportunity to join our growing team as a Financial Planning Assistant. As a key member of our financial services division, you will provide essential administrative support to our Financial Planning Consultants. Your primary responsibilities will include:
• Preparing relevant documentation ahead of client meetings
• Conducting research to support proposed advice
• Compiling suitability letters based on given advice
• Processing new business
• Maintaining accurate compliance records
• Responding to client inquiries
• Liaising with life offices and providers

Benefits
As a valued member of our team, you will enjoy a competitive salary of £25,000-£30,000 per annum, commensurate with your experience. You will also benefit from ongoing training and professional development opportunities to enhance your skills and career prospects.

Required Skills and Qualifications
To be successful in this role, you will need to possess strong written and verbal communication skills, coupled with 2+ years of experience in a similar Financial Planning or IFA Administrative role. Additionally, you should be proficient in maintaining accurate records and performing administrative tasks efficiently.

Location
The position is based in Central Leeds, providing an excellent opportunity to work in a vibrant and dynamic city while enjoying a good work-life balance.

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