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