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Financial Planning Assistant - Liverpool - Lightside Financial Planning
2 months ago
Description
Company DescriptionLightSide is a fiercely independent Chartered Financial Planning firm based in Crosby, Liverpool. We're dedicated to removing confusion, anxiety, and fear from the financial world.
With a strong client focus and a commitment to transparency, we provide tailored, accessible financial advice to help people achieve their goals with clarity and confidence.
The firm are committed to quality standards and have been named as a Citywire top 100 firm for the past 4 years.
Role DescriptionThis is a full-time on-site role for a Financial Planning Assistant located in Crosby, Liverpool.
The Financial Planning Assistant will support financial planners in creating detailed financial plans, performing administrative tasks, and assisting with client communications.
Day-to-day tasks will include data processing, report preparation, document management, and scheduling client meetings. This role requires close collaboration with financial planners to ensure clients receive accurate and timely financial advice.Qualifications
Strong Analytical Skills
Excellent Communication skills
Experience in Administrative Assistance
Strong organisational and time-management skills
Bachelor's degree in Finance, Economics, Business, or related field
Experience in the financial industry is a plus
Proficiency with financial planning software and tools
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Only for registered members Liverpool, England
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Only for registered members Liverpool
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Only for registered members Liverpool
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Only for registered members Merseyside, England
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Administrative Assistant
Full time Aspire Lending Limited- Liverpool
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Only for registered members Preston
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Only for registered members Preston PR ND
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Team Leader
Only for registered members Liverpool
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Assistant Meetings
Only for registered members Liverpool, England
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Only for registered members Liverpool, England
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Corporate Services Assistant
Only for registered members Liverpool, England
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Clinical Coding Officer
Only for registered members Liverpool, England
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Senior Property Accountant/ Management Accountant
Only for registered members Liverpool, England
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Modern Apprenticeship in Early Years Childcare
Only for registered members Liverpool
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Health Care Assistant
Only for registered members Liverpool, England
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Warehouse Assistant
Only for registered members Liverpool, England
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Control Room Operative
Only for registered members Liverpool
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Senior Financial Planning Manager
Only for registered members Liverpool, England
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Only for registered members Liverpool, England
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Desian Recruitment Ltd- Liverpool
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Only for registered members Liverpool, England