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Financial Planner Assistant

Job LocationLeeds
EducationNot Mentioned
Salary24,000 - 29,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

This is an excellent opportunity for someone who has a background in administration and financial services to join a directly authorised accountancy and financial advisory firm.The Company:

  • A directly authorised financial advisory and accountancy firm
  • The business has been running for over 150 years
  • Large business operating in 17 locations across the UK
The Benefits:
  • The salary is up to £29k
  • Office based role in Leeds
  • Qualification support
  • Progression available into other roles within the company
  • Life insurance, income protection, pension scheme, sick pay etc
  • 21 days holiday plus bank holidays, plus an additional day for every year of service
The Role:
  • Providing administrative and technical support to the financial planners
  • Being the main point of contact for clients and maintaining a high level of client service
  • Constructing suitability letters, processing new business and completing meeting preparation
About you:
  • The firm is looking for those with administrative experience within financial services
If interested, apply now!

Keyskills :
AdminCustomer ServiceFinancial ServicesReport WritingAdministration

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