Financial Planning Assistant - Client-Focused Advisors
Job in
Leeds, West Yorkshire, ME17, England, UK
Listed on 2026-01-23
Listing for:
Lime Professional Services
Full Time
position Listed on 2026-01-23
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
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, and proficiency in IT systems.
Competitive salary and benefits are offered with this position.
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