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  • Financial Planning Assistant - Liverpool - Lightside Financial Planning

    Lightside Financial Planning
    Lightside Financial Planning Liverpool

    2 months ago

    Description
    Company Description
    LightSide 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 Description
    This 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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