WE ARE HIRING A FINANCIAL PLANNING ASSISTANT!
Financial Planning Assistant | Lightside Financial Planning
We’re a straight-talking, high-integrity financial planning firm that puts clients’ lives at the centre of every strategy. We’re looking for a Financial Planning Assistant to support our growing client base and ambitious team. Our offices are located in Crosby, Liverpool, and we offer hybrid working options. Supporting the Financial Planners in delivering client-focused advice
Managing calls and meeting & greeting clients
Managing back-office systems and keeping client records razor-sharp
Have experience in financial services (bonus if you’ve worked in a similar support role)
Understand that financial planning isn’t just numbers—it’s personal
We have been consistently awarded as a top 100 financial planning company each year for last 4 years in Citywire.
Professional Growth : You’ll have access to ongoing development, mentoring, and the space to grow your career in a meaningful way.
Competitive salary
· 5% pension contribution
· Modern new office
· 25 days annual holiday + bank holidays, your birthday off and half day on Christmas Eve
· Private medical cover
· Cycle to work scheme
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