Financial Planning Assistant - Leeds, United Kingdom - Finlink Ltd

Finlink Ltd
Finlink Ltd
Verified Company
Leeds, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

This is an excellent opportunity to join a directly authorised financial advisory and accountancy firm as a Financial Planning Assistant with a salary of up to £29k, depending on experience.


The business has been running for over 150 years and is a large business, operating in 17 locations across the UK.

They are currently looking to expand their financial administration team.


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

Required Skills and Qualifications:


  • Previous experience in Administration and financial services.

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
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