Financial Planner

What the Hiring Manager Says Due to expansion, Quilter Cheviot Financial Planning is currently looking for employed Financial Planners to join our dynamic and forward-thinking team in Leeds. We have built a highly regarded brand and marketing capability together with an advice process that our clients trust. Our impressive capabilities set us apart, and...

Our client, a prestigious and award-winning financial services firm, is seeking a Trainee Financial Planner to join their team. They are looking for a motivated and detail-oriented individual with a strong foundation in financial administration to support their experienced financial planners. Key Responsibilities: Collaborate closely with senior financial...

Our client, a prestigious and award-winning financial services firm, is seeking a Trainee Financial Planner to join their team. They are looking for a motivated and detail-oriented individual with a strong foundation in financial administration to support their experienced financial planners. Key Responsibilities: Collaborate closely with senior financial...

Our client, a prestigious and award-winning financial services firm, is seeking a Trainee Financial Planner to join their team. They are looking for a motivated and ambitious individual to work alongside their experienced financial planners and advisors. Key Responsibilities: Assist in the preparation of financial plans and reportsConduct research and...

Our client, a prestigious and award-winning financial services firm, is seeking a Trainee Financial Planner to join their team. They are looking for a motivated and ambitious individual to work alongside their experienced financial planners and advisors. Key Responsibilities: Assist in the preparation of financial plans and reportsConduct research and...

Junior Financial PlannerLocation: LeedsSalary: £26,000 - £34,000NJR Recruitment Ltd is proud to partner with a prominent Independent Wealth Management Advisory Firm located in a central area of North Leeds. Our client is seeking a Junior Financial Planner to become a vital part of their dynamic, growing, and technically proficient team.Role Overview:As a...

Quilter Full-Time Financial Adviser Programme Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...

**Assistant Financial Planner - Private Client** At Mazars we believe you should be part of a team where you will make a direct impact. We offer you the scope to influence the direction of the firm, in an environment dedicated to lifelong personal and professional development, Mazars is an engine for rapid and consistent career progression. **About the...

Join the Team at TFAS WealthAt TFAS Wealth, we are a premier financial consultancy committed to delivering exceptional independent financial guidance to our clientele throughout the UK. Our mission is to provide all-encompassing and accessible financial solutions, ensuring convenience for our clients through remote services.Key Responsibilities of the Lead...

Our client, an established financial advisory firm with presence across the UK, require a Financial Planner to join their Leeds offices. With a proven ability to help the existing team achieve new business targets, you will be supported by a strong leadership team that encourages autonomy and flexibility. New business is a focus in this role. So long as...

An exceptional opportunity has arisen in Yorkshire for a Chartered Financial Planner to join a premier Investment Bank, primarily serving high-net-worth clients.Based in modern offices in central Leeds, the Financial Planner will collaborate closely with the Wealth Management team, offering year-round guidance and services to both new and long-standing...

Position OverviewJunior Financial PlannerLocation: LeedsSalary Range: £26,000 - £34,000NJR Recruitment is collaborating with a reputable Independent Financial Advisory Firm that is currently on the lookout for a motivated and skilled IFA Administrator to enhance their established team.This role offers a hybrid working environment, making it ideal for...

Job Opportunity for a Part Time Financial Services Administrator About the Role NJR Recruitment is pleased to be working with a small but successful Independent Financial Planning firm based in the heart of the city who are now seeking an ambitious and pro-active Financial Services Administrator to join their team on a part time basis. This role will work...

Financial Planning Administrator - Leeds, hybrid - up to £32K plus excellent company benefits We are currently working with a National Financial Planning organisation to recruit an experienced Financial Planning Administrator to join their Leeds office. Our client are a highly reputable Financial Planning organisation with offices across the UK. Their...

{"title": "Financial Planning Administrator", "content": "Role OverviewWe are seeking an experienced Financial Planning Administrator to join our team in Leeds. As a key member of our administration team, you will provide technical support to our Senior Financial Planners and contribute to the delivery of excellent client outcomes.Key ResponsibilitiesBuild...

{"title": "Financial Planning Administrator", "content": "Role OverviewWe are seeking an experienced Financial Planning Administrator to join our team in Leeds. As a key member of our administration team, you will provide technical support to our Senior Financial Planners and contribute to the delivery of excellent client outcomes.Key ResponsibilitiesBuild...

Job DescriptionJob Title: ParaplannerCompany: Reward RecruitmentJob Type: Full-timeIndustry: Financial ServicesLocation: Remote (with occasional travel to client sites)About the Role:We are seeking a highly skilled and motivated Paraplanner to join our team at Reward Recruitment. As a Paraplanner, you will play a critical role in supporting our financial...

Job DescriptionJob Title: ParaplannerCompany: Reward RecruitmentJob Type: Full-timeIndustry: Financial ServicesLocation: Remote (with occasional travel to client sites)About the Role:We are seeking a highly skilled and motivated Paraplanner to join our team at Reward Recruitment. As a Paraplanner, you will play a critical role in supporting our financial...

**Financial Planning Administrator** **The offering**: **Salary of up to £28k depending on experience and qualifications** **Continued professional development** **26 days annual leave (plus statutory)** **Pension scheme, Group Life cover: x4 salary** **Annual discretionary bonus** **Medical cash back plan** A fantastic opportunity has arisen to join...

About the RoleWe are seeking an experienced Financial Planning Administrator to join our team at mbf. in Leeds. As a Financial Planning Administrator, you will play a crucial role in supporting our Wealth Planners and their clients.Key ResponsibilitiesClient Relationship ManagementBuild and maintain strong relationships with Wealth Planners and their...