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Financial Planning Assistant
3 weeks ago
This is an excellent opportunity to join a directly authorised financial advisory and accountancy firm as a Financial Planning Assistant with a salary of up to £29k, depending on experience.
The business has been running for over 150 years and is a large business, operating in 17 locations across the UK. They are currently looking to expand their financial administration team.
**The Role**:
- Providing administrative and technical support to the financial planners
- Being the main point of contact for clients and maintaining a high level of client service
- Constructing suitability letters, processing new business and completing meeting preparation
**Required Skills and Qualifications**:
- Previous experience in Administration and financial services.
**The Benefits**:
- The salary is up to £29k
- Office based role in Leeds
- Qualification support
- Progression available into other roles within the company
- Life insurance, income protection, pension scheme, sick pay etc
- 21 days holiday plus bank holidays, plus an additional day for every year of service
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Financial Planning Administrator
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Financial Planning Administrator
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Financial Planning Assistant
3 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
3 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
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
3 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 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
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Financial Planning Assistant
2 weeks ago
Leeds, United Kingdom Finlink Ltd Full timeThis is an excellent opportunity to join a directly authorised financial advisory and accountancy firm as a Financial Planning Assistant with a salary of up to £29k, depending on experience. The business has been running for over 150 years and is a large business, operating in 17 locations across the UK. They are currently looking to expand their financial...
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Financial Planning Assistant
1 week ago
Leeds, United Kingdom Finlink Ltd Full timeThis is an excellent opportunity to join a directly authorised financial advisory and accountancy firm as a Financial Planning Assistant with a salary of up to £29k, depending on experience. The business has been running for over 150 years and is a large business, operating in 17 locations across the UK. They are currently looking to expand their financial...
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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
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
3 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
3 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...