Financial Planning Assistant

2 months ago

Leeds, United Kingdom Lime People Search & Select Ltd Full time

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 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 support of the FPC. We are seeking someone with ideally 2+ years experience working in a similar Financial Planning / IFA Administrative role supporting Financial Advisers with their Administrative tasks, with strong written and verbal communications skills, coupled with the ability to work with IT systems. It would be to your advantage if you have any further qualifications relating to Financial Planning, or have started to study towards a Diploma in Financial Planning. Great salary and company benefits are offered with this role

  • Financial Planning Administrator

    5 days ago

    Leeds, United Kingdom PJG Financial Services Limited Full time

    Are you an experienced **Financial Planning Administrator**, local to Headingley and looking for a new opportunity? **Benefits**: - Salary 25-30K depending on experience - Company pension - Group Life Assurance Scheme - 4x salary - Private medical insurance - Discretionary Bonus scheme - Training and development programme - 20 days holiday, increasing to...

  • Financial Planning Assistant

    1 month ago

    Leeds, United Kingdom Lime People Search & Select Ltd Full time

    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...

  • Financial Planning Assistant

    22 hours ago

    Leeds, United Kingdom Lime People Search & Select Ltd Full time

    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...

  • Financial Planning Assistant

    1 month ago

    Leeds, United Kingdom Lime People Search & Select Ltd Full time

    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...

  • Financial Planning Assistant

    1 day ago

    Leeds, United Kingdom Lime People Search & Select Ltd Full time

    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...

  • Financial Planning Assistant

    2 weeks ago

    Leeds, United Kingdom Lime People Search & Select Ltd Full time

    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...

  • Financial Planning Assistant

    1 week ago

    Leeds, United Kingdom armstrong watson Full time

    **About Armstrong Watson LLP** As an expanding business with 18 offices at present, Armstrong Watson LLP is a leading independent accountancy firm ranked in the top 30 firms of accountants and business advisers. With approximately 520 colleagues, our people and our culture are at the heart of what we do. We recognise the unique impact our employees have on...

  • Financial Planning Assistant

    2 months ago

    Leeds, United Kingdom Lime People Search & Select Ltd Full time

    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...

  • Financial Planning Assistant

    1 day ago

    Leeds, United Kingdom Lime People Search & Select Ltd Full time

    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...

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    10 hours ago

    Leeds, United Kingdom Lime People Search & Select Ltd Full time

    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...

  • Financial Planning Assistant

    2 weeks ago

    Leeds, United Kingdom Lime People Search & Select Ltd Full time

    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...

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    Leeds, United Kingdom Boag England Financial Planning Full time

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    1 month ago

    Leeds, United Kingdom CB3 Associates Ltd Full time

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  • Financial Planning Assistant

    1 day ago

    Leeds, United Kingdom Lime People Search & Select Ltd Full time

    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...

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    10 hours ago

    Leeds, United Kingdom Lime People Search & Select Ltd Full time

    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...

  • Financial Planning Assistant

    2 weeks ago

    Leeds, United Kingdom Lime People Search & Select Ltd Full time

    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...

  • Financial Planning Assistant

    5 days ago

    Leeds, United Kingdom Idex Full time

    Are you ready to take your financial administrative career to new heights? Look no further, join my clients dynamic team, where innovation meets expertise, and embark on a journey of professional growth and success. My client are looking for a Financial Planning Assistant to provide first line administrative and technical support. You will be the main point...

  • Financial Planning Assistant

    4 weeks ago

    Leeds, United Kingdom Tempest Jones Full time

    A fantastic opportunity has arisen to join a leading Financial Planning practice based in their Leeds office as a Financial Planning Assistant. This will provide an interesting and varied role for an experienced Financial Planning Administrator looking for their next career move. The employer considers continued professional development, wellbeing and...

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    17 hours ago

    Leeds, United Kingdom Tempest Jones Full time

    A fantastic opportunity has arisen to join a leading Financial Planning practice based in their Leeds office as a Financial Planning Assistant. This will provide an interesting and varied role for an experienced Financial Planning Administrator looking for their next career move. The employer considers continued professional development, wellbeing and...

  • Financial Planning Assistant

    1 week ago

    Leeds, Leeds, United Kingdom Idex Full time

    Are you ready to take your financial administrative career to new heights? Look no further, join my clients dynamic team, where innovation meets expertise, and embark on a journey of professional growth and success. My client are looking for a Financial Planning Assistant to provide first line administrative and technical support. You will be the main point...