Financial Planning Administrator

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...

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...

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...

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...

My 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...

**Role Description** This is a full-time on-site role for an Independent Financial Adviser (IFA) to be based in Leeds, West Yorkshire. The Financial Adviser will be responsible for providing financial planning services to clients, including retirement planning, investment funds advice, Personal and Business Protection advice and inheritance tax...

JHR have partnered with a wealth management firm who are looking for a financial administrator to join the team based in Leeds. Within this role you will be responsible for providing administrative support to the team and working closely alongside the directorsand head of operations. **Responsibilities**: - On boarding new clients to the business, ensuring...

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....

Are 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,...

Are 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,...

At 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...

Marks Sattin are delighted to be working with a well-regarded West Yorkshire based organisation who are looking for a Head of Financial Planning and Analysis. This is a newly created role and a very exciting time for the business as they are looking to undertake a transformation programme. Responsibilities will include: Build-out and improve the group's...

Marks Sattin are delighted to be working with a well-regarded West Yorkshire based organisation who are looking for a Head of Financial Planning and Analysis. This is a newly created role and a very exciting time for the business as they are looking to undertake a transformation programme. Responsibilities will include: Build-out and improve the...

My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs, they are a partner practice of SJP based in Central Leeds. Specifically you will process and monitor all new business applications for both Directors and Financial Advisors...

Role: Works Planner Location: Leeds, West Yorkshire **Salary**: £23,793pa Multitask Personnel are working with a leading property management company based in Leeds who are looking to expand their team! As a Planner you will be working on a full-time, permanent basis, working 40 hours per week and in return, you will receive a competitive salary of...

**The Company**: Highly reputable IFA business who sit at the forefront of UHNW private client advice looking to bring in an experienced, private wealth focused IFA Administrator to their expanding back-office support team. - **Office Location**: Central Leeds - **Hybrid/Home Working**: Yes - 3-days office, 2 days WFH **Package**:£25-28k base DOE + bonus...

IDEX are representing a Wealth Management firm who are demonstrating strong growth via headcount and AUM and require a Financial Services Administrator to join their Leeds based offices. This is a newly created role and will be responsible for assisting the Investment Management team in various aspects. Opportunity to progress in a variety of directions...

My 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 very...

My 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 very...

**Job Title: Senior IFA Administrator** **Location: Leeds** **Salary: £28,000 - £34,000 + Bonus Scheme** Our client is seeking a highly skilled and motivated Senior Financial Planning Administrator to join the existing team and provide support to one of the top-performing Independent Financial Advisers. (IFA) and members of the Senior Leadership Team...