Current jobs related to Financial Planner - Leeds, Leeds - Recruit Wealth Ltd
-
Trainee Financial Planner
2 weeks ago
Leeds, Leeds, United Kingdom Taylor James Professional Recruitment Full timeOur client, a prestigious and award-winning financial services firm, is seeking a Trainee Financial Planner to join their team. They are looking for a motivated and detail-oriented individual with a strong foundation in financial administration to support their experienced financial planners. Key Responsibilities: Collaborate closely with senior financial...
-
Trainee Financial Planner
2 weeks ago
Leeds, Leeds, United Kingdom Taylor James Professional Recruitment Full timeOur client, a prestigious and award-winning financial services firm, is seeking a Trainee Financial Planner to join their team. They are looking for a motivated and detail-oriented individual with a strong foundation in financial administration to support their experienced financial planners. Key Responsibilities: Collaborate closely with senior financial...
-
Trainee Financial Planner
2 weeks ago
Leeds, Leeds, United Kingdom Taylor James Professional Recruitment Full timeOur client, a prestigious and award-winning financial services firm, is seeking a Trainee Financial Planner to join their team. They are looking for a motivated and ambitious individual to work alongside their experienced financial planners and advisors. Key Responsibilities: Assist in the preparation of financial plans and reportsConduct research and...
-
Trainee Financial Planner
2 weeks ago
Leeds, Leeds, United Kingdom Taylor James Professional Recruitment Full timeOur client, a prestigious and award-winning financial services firm, is seeking a Trainee Financial Planner to join their team. They are looking for a motivated and ambitious individual to work alongside their experienced financial planners and advisors. Key Responsibilities: Assist in the preparation of financial plans and reportsConduct research and...
-
Financial Planner Assistant
5 days ago
Leeds, Leeds, United Kingdom GCB Recruitment Full time{"title": "Paraplanner Role", "description": "We are seeking a skilled Paraplanner to support our Financial Adviser/Planner in establishing new client relationships and assessing clients\u2019 financial circumstances.The successful candidate will be responsible for preparing financial statements, researching and analyzing products and services, and proposing...
-
Financial Planner Assistant
5 days ago
Leeds, Leeds, United Kingdom GCB Recruitment Full time{"title": "Paraplanner Role", "description": "We are seeking a skilled Paraplanner to support our Financial Adviser/Planner in establishing new client relationships and assessing clients\u2019 financial circumstances.The successful candidate will be responsible for preparing financial statements, researching and analyzing products and services, and proposing...
-
Financial Planner Assistant
3 days ago
Leeds, Leeds, United Kingdom GCB Recruitment Full time{"title": "Paraplanner Role", "subtitle": "Join our team as a Paraplanner and contribute to the success of our clients in the Leeds area.", "content": "We are seeking a skilled Paraplanner to assist our Financial Adviser/Planner in establishing new client relationships and assessing clients\u2019 financial circumstances.The successful candidate will be...
-
Financial Planner Assistant
4 days ago
Leeds, Leeds, United Kingdom GCB Recruitment Full time{"title": "Paraplanner Role", "subtitle": "Join our team as a Paraplanner and contribute to the success of our clients in the Leeds area.", "content": "We are seeking a skilled Paraplanner to assist our Financial Adviser/Planner in establishing new client relationships and assessing clients\u2019 financial circumstances.The successful candidate will be...
-
Lead Financial Planner
1 month ago
Leeds, Leeds, United Kingdom TFAS Wealth Full timeJoin the Team at TFAS WealthAt TFAS Wealth, we are a premier financial consultancy committed to delivering exceptional independent financial guidance to our clientele throughout the UK. Our mission is to provide all-encompassing and accessible financial solutions, ensuring convenience for our clients through remote services.Key Responsibilities of the Lead...
-
Junior Financial Planner
1 month ago
Leeds, Leeds, United Kingdom NJR Recruitment Full timePosition OverviewJunior Financial PlannerLocation: LeedsSalary Range: £26,000 - £34,000NJR Recruitment is collaborating with a reputable Independent Financial Advisory Firm that is currently on the lookout for a motivated and skilled IFA Administrator to enhance their established team.This role offers a hybrid working environment, making it ideal for...
-
Administrative Support for Financial Planners
3 weeks ago
Leeds, Leeds, United Kingdom NJR Recruitment Full timeJob Opportunity for a Part Time Financial Services Administrator About the Role NJR Recruitment is pleased to be working with a small but successful Independent Financial Planning firm based in the heart of the city who are now seeking an ambitious and pro-active Financial Services Administrator to join their team on a part time basis. This role will work...
-
Junior Financial Planner
2 days ago
Leeds, Leeds, United Kingdom NJR Recruitment Full timeAbout NJR RecruitmentNJR Recruitment is a leading national firm of Financial Advisers, seeking an ambitious and talented Junior Paraplanner to join their dynamic and ever-growing business.Job SummaryWe are looking for a confident and switched-on individual to support our Financial Planners in preparing client financial plans, reports, research, and analysis....
-
Junior Financial Planner
1 day ago
Leeds, Leeds, United Kingdom NJR Recruitment Full timeAbout NJR RecruitmentNJR Recruitment is a leading national firm of Financial Advisers, seeking an ambitious and talented Junior Paraplanner to join their dynamic and ever-growing business.Job SummaryWe are looking for a confident and switched-on individual to support our Financial Planners in preparing client financial plans, reports, research, and analysis....
-
Junior Financial Planner
4 days ago
Leeds, Leeds, United Kingdom NJR Recruitment Full timeAbout NJR RecruitmentNJR Recruitment is a leading national firm of Financial Advisers, seeking an ambitious and talented Junior Paraplanner to join their dynamic and ever-growing business.Job SummaryWe are looking for a confident and switched-on individual to support our Financial Planners in preparing client financial plans, reports, research, and analysis....
-
Junior Financial Planner
4 days ago
Leeds, Leeds, United Kingdom NJR Recruitment Full timeAbout NJR RecruitmentNJR Recruitment is a leading national firm of Financial Advisers, seeking an ambitious and talented Junior Paraplanner to join their dynamic and ever-growing business.Job SummaryWe are looking for a confident and switched-on individual to support our Financial Planners in preparing client financial plans, reports, research, and analysis....
-
Financial Planning Assistant
6 days ago
Leeds, Leeds, United Kingdom Reward Recruitment Full timeParaplanner Job DescriptionAbout the Role:We are seeking a skilled Paraplanner to join our team at Reward Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering high-quality services to our clients.Key Responsibilities:Prepare comprehensive financial plans, suitability reports, and letters to support...
-
Financial Planning Assistant
6 days ago
Leeds, Leeds, United Kingdom Reward Recruitment Full timeParaplanner Job DescriptionAbout the Role:We are seeking a skilled Paraplanner to join our team at Reward Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering high-quality services to our clients.Key Responsibilities:Prepare comprehensive financial plans, suitability reports, and letters to support...
-
Financial Planning Administrator
1 day ago
Leeds, Leeds, United Kingdom mbf. Full time{"title": "Financial Planning Administrator", "description": "Role OverviewWe are seeking an experienced Financial Planning Administrator to join our team in Leeds. As a key member of our administration team, you will provide technical support to our Senior Financial Planners and contribute to the delivery of excellent client outcomes.Key...
-
Financial Planning Administrator
3 days ago
Leeds, Leeds, United Kingdom mbf. Full time{"title": "Financial Planning Administrator", "description": "Role OverviewWe are seeking an experienced Financial Planning Administrator to join our team in Leeds. As a key member of our administration team, you will provide technical support to our Senior Financial Planners and contribute to the delivery of excellent client outcomes.Key...
-
Financial Planning Administrator
3 days ago
Leeds, Leeds, United Kingdom mbf. Full time{"title": "Financial Planning Administrator", "description": "Role OverviewWe are seeking an experienced Financial Planning Administrator to join our team in Leeds. As a key member of our administration team, you will provide technical support to our Senior Financial Planners and contribute to the delivery of excellent client outcomes.Key...
Financial Planner
3 months ago
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition.
Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This newly created advisory role is located for their Leeds offices, one of 45+ national hubs and still growing. Client banks are being offered, servicing existing high net worth individuals from soon to be retiring Advisers. The opportunity has been created through a very recent company acquisition and comes with circa 150+ clients/households. Confidentially, further details will be discussed on application regarding AUM and recurring income.Ideally you will have a good many years Financial Planning experience (Level 4 Minimum, SPS, CAS, FCA approved etc) with an exemplary track record, predominately on pension & investment advice to private clients.
Our client offers a market leading proposition with a fair and transparent charging/fee structure and a holistic approach at the forefront of everything they do.
They are award winning and recognised as one of the largest, prominent names in the Financial Planning industry.Please note:
This is a highly sought after opportunity that has just come live to the advisory market and exclusively through Recruit Wealth.
The position is employed only with excellent bonuses which easily carries 6 figure potential. Full Paraplanning/Admin support will be offered from an existing and retained team/offices. Home and office working is fully supported. We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response #J-18808-Ljbffr