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Financial Planning Assistant - Client-Focused Support

Job in Morley, West Yorkshire, DE7, England, UK
Listing for: Lime Professional Services
Full Time position
Listed on 2026-07-31
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 25000 - 35000 GBP Yearly GBP 25000.00 35000.00 YEAR
Job Description & How to Apply Below
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.
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