Financial Planning Assistant

3 weeks ago


Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full time

We are seeking a talented and ambitious individual to join our team as a Financial Planning Assistant. As a key member of our investment management and financial planning firm, you will play a crucial role in providing high-quality financial advice to our clients.

Key Responsibilities
  1. Meet with potential new clients to understand their financial planning needs and goals.
  2. Provide expert investment advice and guidance to clients, ensuring that their financial plans are aligned with their objectives.
  3. Maintain and grow our existing client base, building strong relationships and delivering exceptional service.
  4. Collaborate with our team to identify new business opportunities and develop innovative solutions to meet client needs.

As a successful candidate, you will have a strong understanding of financial planning principles and a passion for delivering exceptional client service. You will be a team player, with excellent communication and interpersonal skills, and a willingness to learn and develop your skills.

We offer a competitive salary and benefits package, as well as opportunities for professional development and career advancement.



  • Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Paraplanner RoleWe are seeking a skilled Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Paraplanner, you will play a crucial role in supporting our Financial Advisors in providing exceptional client service.Key Responsibilities:Assist in the preparation of client presentations and documentation for meetingsConduct research...


  • Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Paraplanner RoleWe are seeking a skilled Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Paraplanner, you will play a crucial role in supporting our Financial Advisors in providing exceptional client service.Key Responsibilities:Assist in the preparation of client presentations and documentation for meetingsConduct research...


  • Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Paraplanner Job DescriptionWe are seeking a skilled Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Paraplanner, you will play a crucial role in supporting our Financial Advisors in providing high-quality financial planning services to our clients.Key Responsibilities:Conduct research to source suitable financial solutions...


  • Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Paraplanner Job DescriptionWe are seeking a skilled Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Paraplanner, you will play a crucial role in supporting our Financial Advisors in providing high-quality financial planning services to our clients.Key Responsibilities:Conduct research to source suitable financial solutions...


  • Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Paraplanner RoleWe are seeking a skilled Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Paraplanner, you will play a crucial role in supporting our Financial Advisors in providing high-quality financial planning solutions to our clients.Key Responsibilities:Conduct research to source suitable financial solutions and prepare...


  • Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Paraplanner RoleWe are seeking a skilled Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Paraplanner, you will play a crucial role in supporting our Financial Advisors in providing high-quality financial planning solutions to our clients.Key Responsibilities:Conduct research to source suitable financial solutions and prepare...


  • Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full time

    Financial Planning AssistantWe are seeking a highly skilled Financial Planning Assistant to join our team at Lime People Search & Select Ltd. As a key member of our Financial Planning team, you will provide administrative and technical support to our Financial Planning Consultants, ensuring seamless client service and efficient operations.Key...


  • Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full time

    Financial Planning AssistantWe are seeking a highly skilled Financial Planning Assistant to join our team at Lime People Search & Select Ltd. As a key member of our Financial Planning team, you will provide administrative and technical support to our Financial Planning Consultants, ensuring seamless client service and efficient operations.Key...


  • Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full time

    Financial Planning Administrator ApprenticeshipLime Search & Select Ltd is seeking a motivated and detail-oriented individual to join our team as a Financial Planning Administrator Apprentice.About the Role:We are looking for a recent graduate or individual with a Level 4 Diploma in Financial Planning / Financial Advice to join our team as a Financial...


  • Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full time

    Financial Planning Administrator ApprenticeshipLime Search & Select Ltd is seeking a motivated and detail-oriented individual to join our team as a Financial Planning Administrator Apprentice.About the Role:We are looking for a recent graduate or individual with a Level 4 Diploma in Financial Planning / Financial Advice to join our team as a Financial...


  • Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full time

    Financial Planning AssistantWe are seeking a highly skilled Financial Planning Assistant to join our team at Lime People Search & Select Ltd. The successful candidate will provide administrative and technical support to our Financial Planning Consultants, ensuring a high level of client service at all times.Key Responsibilities:Provide relevant documentation...


  • Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full time

    Financial Planning AssistantWe are seeking a highly skilled Financial Planning Assistant to join our team at Lime People Search & Select Ltd. The successful candidate will provide administrative and technical support to our Financial Planning Consultants, ensuring a high level of client service at all times.Key Responsibilities:Provide relevant documentation...


  • Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full time

    Financial Planning Administrator ApprenticeshipLime Search & Select Ltd is seeking a motivated and ambitious individual to join our team as a Financial Planning Administrator Apprentice. As a key member of our team, you will play a vital role in supporting our financial planning services and contributing to the growth and success of our business.Key...


  • Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full time

    Financial Planning Administrator ApprenticeshipLime Search & Select Ltd is seeking a motivated and ambitious individual to join our team as a Financial Planning Administrator Apprentice. As a key member of our team, you will play a vital role in supporting our financial planning services and contributing to the growth and success of our business.Key...


  • Leeds, Leeds, United Kingdom Lowell Financial Ltd Full time

    Financial Planning and Analysis RoleThe Financial Planning and Analysis (FP&A) Accountant will be a key member of the Group FP&A team, reporting directly to the Group FP&A Director. This role will support the Group FP&A team in providing numerical, commercial insight, and analysis of the key drivers of our business, as well as the wider finance community....


  • Leeds, Leeds, United Kingdom Lowell Financial Ltd Full time

    Financial Planning and Analysis RoleThe Financial Planning and Analysis (FP&A) Accountant will be a key member of the Group FP&A team, reporting directly to the Group FP&A Director. This role will support the Group FP&A team in providing numerical, commercial insight, and analysis of the key drivers of our business, as well as the wider finance community....


  • Leeds, Leeds, United Kingdom Lowell Financial Ltd Full time

    Financial Planning and Analysis RoleThe Financial Planning and Analysis (FP&A) Accountant will be a key member of the Group FP&A team, reporting directly to the Group FP&A Director. This role will support the Group FP&A team in providing numerical, commercial insight, and analysis of the key drivers of our business, as well as the wider finance community....


  • Leeds, Leeds, United Kingdom Lowell Financial Ltd Full time

    Financial Planning and Analysis RoleThe Financial Planning and Analysis (FP&A) Accountant will be a key member of the Group FP&A team, reporting directly to the Group FP&A Director. This role will support the Group FP&A team in providing numerical, commercial insight, and analysis of the key drivers of our business, as well as the wider finance community....


  • Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full time

    Financial Planning ApprenticeLime Search & Select Ltd is seeking a highly motivated and ambitious individual to join our team as a Financial Planning Apprentice. As a key member of our Investment Management & Financial Planning firm, you will play a vital role in providing exceptional client service and supporting our experienced financial advisors.Key...


  • Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full time

    Financial Planning ApprenticeLime Search & Select Ltd is seeking a highly motivated and ambitious individual to join our team as a Financial Planning Apprentice. As a key member of our Investment Management & Financial Planning firm, you will play a vital role in providing exceptional client service and supporting our experienced financial advisors.Key...