Financial Planning Assistant
2 months ago
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.
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.
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Financial Planning Administrator
5 days ago
Leeds, United Kingdom PJG Financial Services Limited Full timeAre 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...
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Financial Planning Assistant
1 month ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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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Financial Planning Assistant
10 hours ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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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Financial Planning Assistant
1 month ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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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Financial Planning Assistant
17 hours ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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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Financial Planning Assistant
2 weeks ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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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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...
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Office Administrator Assistant
2 weeks ago
Leeds, United Kingdom Boag England Financial Planning Full time**About us** St. James's Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE UK Wealth Management company which distributes a range of Investments and Retirement products and financial solutions to a High Net Worth client base. You will be employed by the Practice Boag England Financial Planning. Our work environment includes: -...
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Financial Planning Assistant
15 hours ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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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Financial Planning Assistant
2 weeks ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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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Financial Planning Assistant
4 weeks ago
Leeds, United Kingdom CB3 Associates Ltd Full time**The Company**:Regional IFA business with multiple sites and a presence across the breadth of Northern England looking to add a Financial Planning Assistant to their Leeds office. A truly independent, private wealth focused financial advicefirm: - **Office Location**: Central Leeds - **Hybrid/Home Working**: Yes - 3-days office, 2 days...
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Financial Planning Assistant
2 months ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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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Financial Planning Assistant
15 hours ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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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Financial Planning Assistant
2 weeks ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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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Financial Planning Assistant
5 days ago
Leeds, United Kingdom Idex Full timeAre 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...
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Financial Planning Assistant
4 weeks ago
Leeds, United Kingdom Tempest Jones Full timeA 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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Financial Planning Assistant
5 hours ago
Leeds, United Kingdom Tempest Jones Full timeA 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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Financial Planning Assistant
1 week ago
Leeds, Leeds, United Kingdom Idex Full timeAre 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...
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Financial Planning Assistant
12 hours ago
Leeds, Leeds, United Kingdom Idex Full timeAre 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...
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Financial Planning Administrator
6 days ago
Leeds, United Kingdom MB Fitzgerald Full time**Financial Planning Administrator - Leeds - Salary to £27,000 plus Bonus and Benefits - Flexible working** Mbf are currently working with an award winning, fast growing Financial Advisory business to recruit an experienced Financial Planning Administrator. Our client has offices across the UK, they are fully independent and work with HNW & UHNW clients...