Financial Planning Assistant

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 & Retirement Planning & Investments. We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the...

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 & Retirement Planning & Investments. We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the...

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 & Retirement Planning & 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 Description** This is a full-time on-site role for an Independent Financial Adviser (IFA) to be based in Leeds, West Yorkshire. The Financial Adviser will be responsible for providing financial planning services to clients, including retirement planning, investment funds advice, Personal and Business Protection advice and inheritance tax...

At Panda, Ireland's largest Waste Management business, we invite you to join our family and experience a career that champions environmental excellence while harmonising tradition and innovation. At Panda, we are committed to leading the way in waste management and recycling solutions. The Financial Modeller Analyst will play a crucial role in providing...

My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or...

Are you a seasoned financial planning professional with a passion for providing tailored financial advice? Our client is a growing financial planning firm with offices across the UK. They are seeking a dynamic Regional Director to enhance, develop, and grow a small team of Advisers in the Leeds region, along with giving advice to a book of HNW individuals....

Are you a seasoned financial planning professional with a passion for providing tailored financial advice? Do you have experience of managing/developing a team? Our client is a growing financial planning firm with offices across the UK. They are seeking a dynamic Regional Director to enhance, develop, and grow a small team of Advisers in the Leeds region,...

Are you a seasoned financial planning professional with a passion for providing tailored financial advice? Do you have experience of managing/developing a team? Our client is a growing financial planning firm with offices across the UK. They are seeking a dynamic Regional Director to enhance, develop, and grow a small team of Advisers in the Leeds region,...

The key responsibilities: - Support Financial planners in preparing financial reports & investment portfolios. - Maintain accurate client records. - Prepare and distribute client information. - Contribute to team meetings and initiatives. **Requirements**: - 1 year experience in similar role - Ability to work in a team and independently. - Excellent...

Marks Sattin are delighted to be working with a well-regarded West Yorkshire based organisation who are looking for a Head of Financial Planning and Analysis. This is a newly created role and a very exciting time for the business as they are looking to undertake a transformation programme. Responsibilities will include: Build-out and improve the group's...

Marks Sattin are delighted to be working with a well-regarded West Yorkshire based organisation who are looking for a Head of Financial Planning and Analysis. This is a newly created role and a very exciting time for the business as they are looking to undertake a transformation programme. Responsibilities will include: Build-out and improve the...

Our Mission Our mission at Fidel API is to unlock the full potential of payment cards. We offer a suite of financial infrastructure APIs that enable developers to build programmable experiences connected to purchases made in real-time using a card. Our tools are transforming how merchants and users interact by powering real-time, event-driven engagements...

Accounting & Financial Reporting Assistant Manager Accounting & Financial Reporting Assistant Manager We are searching for an experienced Accounting & Financial Reporting Assistant Manager Consultingbrings together multiple teams across Transactions, Risk & Consulting, ABA,and Outsourcing to provide client-centric solutions for RSM’s current...

Meraki Talent's client is a leading provider of Financial Services to a wide range of corporate and financial institution clients and a thriving business. Following a mainly remote working model with occasional attendance required in the office, the purpose of this role is to support Executives in providing expert day-to-day advice to clients in connection...

Accounting Financial Reporting Assistant ManagerWe are searching for an experienced Accounting Financial Reporting Assistant ManagerConsultingbrings together multiple teams across Transactions, Risk & Consulting, ABA,and Outsourcing to provide client-centric solutions for RSM’s current andfuture clients within the middle market. Our Consulting team has a...

Accounting & Financial Reporting Assistant Manager Accounting & Financial Reporting Assistant Manager We are searching for an experienced Accounting & Financial Reporting Assistant Manager Consultingbrings together multiple teams across Transactions, Risk & Consulting, ABA,and Outsourcing to provide client-centric solutions for RSM’s current andfuture...

Independent Financial Adviser Location: Leeds **Salary**: £38,500 NJR Recruitment is delighted to be working with a well-established Firm of Financial Planners who are looking to expand their advising team in Leeds City Centre. We are looking to speak to experienced Advisors who have delivered face to face advice on a variety of financial products,...

**Independent Financial Advisor** **Location: Leeds** **Salary: £38,500** NJR Recruitment is delighted to be working with a well-established Firm of Financial Planners who are looking to expand their advising team in Leeds City Centre. We are looking to speak to experienced Advisors who have delivered face to face advice on a variety of financial...

**Location** **Posted on** **Reference** **Benefits** Leeds 24/11/2023 NJR14309 Salary DOE DESCRIPTION Independent Financial Adviser Location : Leeds Salary DOE NJR Recruitment is delighted to be working with a well-established Firm of Financial Planners who are looking to expand their advising team in Leeds City Centre. We are looking to speak to...