Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planning Consultants with admin tasks and client documentation.
- Company: Leading Financial Planning firm in Central Leeds with a strong reputation.
- Benefits: Competitive salary, great benefits, and a supportive work environment.
- Why this job: Join a dynamic team and help clients achieve their financial goals.
- Qualifications: 2+ years in a similar role, strong communication, and IT skills.
- Other info: Opportunity for growth in a fast-paced financial environment.
The predicted salary is between 30000 - 42000 £ per year.
A leading Financial Planning firm in Central Leeds is urgently seeking a Financial Planning Assistant to provide administrative and technical support to Financial Planning Consultants. The role involves preparing documentation for client meetings, conducting research, and maintaining client records on XPlan.
Ideal candidates will have:
- 2+ years of experience in a similar role
- Strong communication skills
- Proficiency in IT systems
Competitive salary and benefits are offered with this position.
Financial Planning Assistant - Client-Focused Support for Advisors in Leeds employer: Lime Professional Services
Contact Detail:
Lime Professional Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant - Client-Focused Support for Advisors in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Tailor your responses to show how your experience aligns with their needs, especially in client-focused support. We want to see that you’re genuinely interested in helping their advisors succeed!
✨Tip Number 3
Practice your communication skills! Since strong communication is key for this role, consider doing mock interviews with friends or family. This will help you articulate your thoughts clearly and confidently when it counts.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Planning Assistant - Client-Focused Support for Advisors in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and administrative support. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant experience!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about supporting financial advisors and how your background makes you a perfect fit for our team. Keep it concise but impactful!
Show Off Your IT Skills: Since proficiency in IT systems is key for this role, mention any relevant software you’ve used, especially XPlan. We love candidates who can hit the ground running, so let us know what you bring to the table!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands quickly. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Lime Professional Services
✨Know Your Financial Planning Basics
Brush up on your financial planning knowledge before the interview. Understand key concepts and terminology that are relevant to the role, as this will help you communicate effectively with the interviewers and demonstrate your expertise.
✨Showcase Your IT Skills
Since proficiency in IT systems is crucial for this position, be prepared to discuss your experience with XPlan or similar software. If possible, bring examples of how you've used these tools to improve efficiency or support client needs in your previous roles.
✨Prepare for Client-Focused Scenarios
Think about past experiences where you provided exceptional support to clients or advisors. Be ready to share specific examples that highlight your communication skills and ability to handle client requests effectively.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the firm and the role. Inquire about the team dynamics, the types of clients they work with, or how they measure success in this position. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
