A financial services firm in Leeds is seeking a Financial Planning Executive to support Sales Managers and Advisers. You will assist in client meetings, prepare presentations, and facilitate administrative tasks. The role requires a minimum Level 4 Diploma in Financial Advice and offers a structured training plan to develop into a Chartered Financial Adviser. Strong communication and technical skills are essential, along with a proactive and goal-oriented attitude. #J-18808-Ljbffr
