Financial Planning Assistant – Client-Focused Support

Company: Lime Professional Services
Apply for the Financial Planning Assistant – Client-Focused Support
Location: Morley
Job Description:

A financial planning firm based in Central Leeds is seeking a Financial Planning Assistant to provide administrative and technical support to Financial Planning Consultants. The role focuses on client service, including preparing documentation for meetings, maintaining records, and handling compliance tasks. Ideal candidates should have over 2 years of experience in a similar role and strong communication skills. A competitive salary and benefits are offered.#J-18808-Ljbffr…

Posted: June 4th, 2026