Regional Manager- Financial Planning
2 weeks ago
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. Implementing policies and strategies required to deliver the company's business objectives.
Ensuring a clear understanding and the implementation of the Consumer Duty.
Working with the Head of Compliance and other members of the SMT.
Providing financial advice
The successful candidate is likely to be level 6 qualified in Financial Planning, or a Chartered Financial Planner from the Chartered Insurance Institute (CII). In addition, a proven track record of managing and developing a team of Financial Advisers is advantageous.
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Regional Director, Financial Planning
2 weeks ago
Leeds, United Kingdom Fram Executive Search Limited Full timeAre 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,...
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Regional Director, Financial Planning
7 hours ago
Leeds, United Kingdom Fram Executive Search Limited Full timeAre 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,...
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Regional Director, Financial Planning
2 weeks ago
Leeds, United Kingdom Fram Executive Search Limited Full timeAre 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,...
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Regional Director, Financial Planning
1 week ago
Leeds, United Kingdom Fram Executive Search Limited Full timeAre 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,...
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Regional Manager
4 days ago
Leeds, United Kingdom Nigel James Associates Ltd Full timeRolenNigel James Associates have been appointed by a fast-growing regional wealth manager with fantastic private backing and their eyes firmly placed at being one of the leading players within the industry. With their continued growth they are seeking an experienced business manager and Financial Planner to join them to lead their Yorkshire...
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Office Administrator Assistant
1 week 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
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
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
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 Administrator
1 month ago
Leeds, United Kingdom Brook Street Full timeHours: Monday to Friday 8:45am to 5pm **Salary**: £24,000 to £27,000 depending on experience Brook Street Recruitment are recruiting on behalf of our client for an experienced Administrator on a permanent contract to join their team based in Leeds. This is an exciting opportunity for an enthusiastic individual to join a successful and thriving Financial...
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Financial Planning Assistant
3 days 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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Trainee Financial Planning Consultant
1 week ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
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Trainee Financial Planning Consultant
1 month ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
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Financial Planning Administrator
1 day 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...
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Regional Engagement Manager
2 months ago
Leeds, United Kingdom Michael Page (UK) Full timeAssist the Regional Director: Work closely with the Regional Director to ensure the successful delivery of regional objectives, understanding and aligning with the organisation's broader strategic goals and helping to implement them within the regional context. Building strong relationships within departments and across various teams within the...
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Regional Accountant
1 month ago
Leeds, United Kingdom Pinnacle Recruitment Ltd Full timeRegional Accountant Home » Civil » Regional Accountant Salary: 40-45k Location: Leeds Region: Yorkshire My Client a regional ground engineering contractor is seeking an Account for the Yorkshire regional business unit, Providing support for the Business Unit Accountant, Assist in providing detailed financial reports to ensure we manage our...
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Head of Financial Planning and Performance
3 hours ago
Leeds, United Kingdom Leeds Community Healthcare NHS Trust Full timeHead of Financial Planning, Costing and Income LeedsCommunity Healthcare (LCH) have an exciting opportunity to join our NHS Trustas Head of Financial Planning, Costing and Income. LCH have a strong track record of delivering high quality patient care, that isfinancially sustainable. Our Finance Team are an award winning team (HFMAYorkshire and Humber...
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Business/Financial Planning Analyst
2 weeks ago
Leeds, United Kingdom Beauparc Full timeAt 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...
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Financial Planning
7 days ago
Leeds, United Kingdom Radical Resource LTD Full timeThe Background: A leading services sector high volume £50m Leeds HQ business is looking for an experienced FP&A Assistant who will join a newly formed FP&A team and will report to the Finance Business Partner. The department is continuously evolving to meet the needs of a fast paced and innovative business which has achieved significant growth in recent...
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Regional Maintenance Manager
2 weeks ago
Leeds, United Kingdom Mid UK Recycling Ltd Full timeEmbark on a rewarding journey with Beauparc, a trailblazing environmental services company that stands as a beacon of innovation in waste management and recycling solutions. As a dynamic and forward-thinking force, we are committed to leaving an indelible positive impact on the environment, promoting sustainability, and spearheading transformative change...