Financial Services Coordinator

11 hours ago


Leeds, Leeds, United Kingdom Austin Fraser Full time

**Overview**

Austin Fraser is a leading provider of financial planning services, serving businesses and individuals across the UK.

We are currently seeking a highly skilled Financial Planning Assistant to join our team in Central Leeds.

As a key member of our team, you will provide administrative and technical support to our financial planning consultants, ensuring seamless communication with clients and stakeholders.

  • Your responsibilities will include:
  • Managing client relationships, understanding their financial needs, and developing tailored solutions.
  • Providing administrative support to our financial planning consultants, including tasks such as data entry, document preparation, and email management.
  • Maintaining accurate records and databases to ensure effective communication with clients and stakeholders.

The ideal candidate will have:

  • 2+ years of experience working in a similar financial planning or IFA administrative role.
  • Strong written and verbal communication skills, with the ability to communicate complex financial information to clients in a clear and concise manner.
  • Experience working with IT systems, including software applications and databases.

We offer a competitive salary of £35,000 - £45,000 per annum, depending on experience, plus a range of benefits, including professional development opportunities and a supportive work environment.



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