Financial Services Assistant

14 hours ago


Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full time
Financial Services Assistant

Contribute to a leading Financial Planning firm based in Central Leeds, offering expert support to businesses and individuals across the UK.

About the Job

This role involves providing administrative and technical support to our Financial Planning Consultants, ensuring exceptional client service standards at all times.

Main Responsibilities:
  • Document preparation and management
  • Research and data analysis to inform advice
  • Suitability letter creation based on given recommendations
  • New business processing and administration
  • Compliance requirement management
  • Client query response and resolution
  • Client record maintenance on XPlan
  • Liaising with life offices and providers to ensure seamless service delivery
Requirements

We are seeking a detail-oriented individual with 2+ years' experience in a similar role, excellent written and verbal communication skills, and the ability to work effectively in a fast-paced environment.

Compensation Package

The estimated salary for this position is £25,000 - £35,000 per annum.



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