Financial Planning Expert
19 hours ago
Job Title: Financial Planning Expert
About the Role:
We are seeking a highly skilled Financial Planning Assistant to support our Financial Planning Consultants in Central Leeds. The successful candidate will provide first-line administrative and technical support, ensuring exceptional client service at all times.
Responsibilities:
- Support Financial Advisers with administrative tasks
- Communicate effectively with clients
- Work efficiently with IT systems
What We Offer:
A competitive salary of £27,500 per annum, based on experience.
Requirements:
To be successful in this role, you will need:
- 2+ years experience in a similar Financial Planning / IFA Administrative role
- Strong written and verbal communication skills
- Ability to work with IT systems
Benefits:
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