Money Management Specialist

7 days ago


Leeds, Leeds, United Kingdom Austin Fraser Full time

Job Summary: Money Management Specialist

About Us:

Austin Fraser is a leading recruitment agency in the financial sector. We are committed to providing exceptional client service and supporting our consultants in delivering outstanding results.

Job Description:

We are seeking a highly skilled Financial Planning Assistant to join our team in Central Leeds. As the main point of contact for clients, you will provide first-line administrative and technical support to our Financial Planning Consultants.

Key Responsibilities:

  • Administrative and technical support to Financial Planning Consultants
  • Communication with clients to ensure exceptional service
  • Efficient use of IT systems

Requirements:

The ideal candidate will have:

  • 2+ years experience in a similar Financial Planning / IFA Administrative role
  • Strong written and verbal communication skills
  • Ability to work with IT systems

Salary and Benefits:

A competitive salary of £30,000 - £40,000 per annum, depending on experience. Additional benefits include opportunities for career development and a supportive working environment.



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