https://jobs.co.uk/job/financial-planning-assistant-lime-professional-services--4c59c6c1-90e8-483c-a924-9dc4adb14a2f RSS feed for Financial Planning Assistant at Lime Professional Services. en-gb Sun, 26 Apr 2026 11:44:00 GMT https://jobs.co.uk/job/financial-planning-assistant-lime-professional-services--4c59c6c1-90e8-483c-a924-9dc4adb14a2f https://jobs.co.uk/job/financial-planning-assistant-lime-professional-services--4c59c6c1-90e8-483c-a924-9dc4adb14a2f Wed, 01 Apr 2026 11:53:27 GMT Location: City | Salary: 23000.00-23000.00 Annual | Type: Permanent | My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions and Retirement Planning and Investments. We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of contact for clients, and maintain a high level of client service at all times. Specifically you''ll: Provide relevant documentation ahead of FPC client meetings; Obtain relevant research relating to proposed advice; Compile suitability letters based on the advice being given; Process new business; Ensure accurate completion of compliance requirements; Respond to client queries; • Maintaining client records on XPlan; Liaise with life offices and providers; Ensure the administrative requirements are completed for the Client Review Process; Contribute to new business development; Proactively maintaining a high level of client service; Carry out other administrative related tasks as required in suppor... Permanent