Financial Planning Assistant
4 weeks ago
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 organisation skills
- Strong communications skills
- Commitment to customer service skills
Salary ranging between £23,000 - £28,000 with an excellent bonus package and support to develop your career.
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Financial Planning Administrator
6 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 day 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
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 days 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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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 day 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
18 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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Office Administrator Assistant
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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 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 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
1 day 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
18 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
6 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
1 day 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...