Financial Planning Assistant - Client-Focused Support

Lime Professional Services

📍 morley, england, United-Kingdom 💼 Full-time 🕒 Posted June 08, 2026

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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.
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Job Details

Location morley, england
Job Type Full-time
Category Finance
Posted Date June 08, 2026
Application Deadline July 18, 2026