Financial Planning Expert

19 hours ago


Leeds, Leeds, United Kingdom Austin Fraser Full time

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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