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Financial planning assistant - client-focused support

Morley
Lime Professional Services
Financial planning assistant
Posted: 7 June
Offer 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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