A financial planning firm based in Central Leeds is seeking a Financial Planning Assistant to provide administrative and technical support to Financial Planning Consultants. The role focuses on client service, including preparing documentation for meetings, maintaining records, and handling compliance tasks. Ideal candidates should have over 2 years of experience in a similar role and strong communication skills. A competitive salary and benefits are offered. #J-18808-Ljbffr
Financial Planning Assistant - Client-Focused Support in Morley employer: Lime Professional Services
As a leading Independent Chartered Financial Advisory firm in Newcastle, we pride ourselves on fostering a collaborative and supportive work culture that prioritises employee growth and development. Our hybrid/remote working model offers flexibility, while our commitment to providing impartial expert advice ensures that you will be part of a team dedicated to making a meaningful impact in clients' financial lives. Join us to enjoy competitive benefits and the opportunity to enhance your skills in a dynamic environment.
Contact Details:
Lime Professional Services Recruitment Team
