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- 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
Financial Planning Assistant - Liverpool, England - Lightside Financial Planning

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
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Assortment Planning Assistant
Only for registered members Liverpool, England
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Assortment Planning Assistant
Only for registered members Liverpool
-
Transport Planning Assistant
Only for registered members Liverpool
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Transport Planning Assistant
Only for registered members Merseyside, England
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Planning Assistant
Only for registered members Preston
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Planning Assistant
Only for registered members Preston PR ND
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Team Leader
Only for registered members Liverpool
-
Assistant Meetings
Only for registered members Liverpool, England
-
File Handler Assistant
Only for registered members Liverpool, England
-
Team Leader Development Assessment
Only for registered members Liverpool, England
-
Corporate Services Assistant
Only for registered members Liverpool, England
-
Clinical Coding Officer
Only for registered members Liverpool, England
-
Supply Chain Assistant
Only for registered members Liverpool, England
-
Senior Property Accountant/ Management Accountant
Only for registered members Liverpool, England
-
Modern Apprenticeship in Early Years Childcare
Only for registered members Liverpool
-
Technical Officer Track
Only for registered members Liverpool L JT
-
Health Care Assistant
Only for registered members Liverpool, England
-
Mechanical Maintenance Technician
Only for registered members Liverpool, England
-
Senior Marketing Executive
Only for registered members Liverpool, England
-
Warehouse Assistant
Only for registered members Liverpool, England
-
EYFS Teaching Assistant
Desian Recruitment Ltd- Liverpool