Financial Services Administrator

**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...

A Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their adviser support team. No – 100% office-based Package: £25-28k base + annual bonus and full company benefits: days holiday + stats, 5% pension, 2xDIS Private & Medical Insurance; plus a £35pm wellbeing...

A Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their adviser support team. No – 100% office-based Package: £25-28k base + annual bonus and full company benefits: days holiday + stats, 5% pension, 2xDIS Private & Medical Insurance; plus a £35pm wellbeing...

A Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their adviser support team. No - 100% office-based Package: £25-28k base + annual bonus and full company benefits: • days holiday + stats, 5% pension, 2xDIS Private & Medical Insurance; plus a £35pm wellbeing...

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...

To ensure the security and profitability of Bibby through efficient and effective credit control of a portfolio of clients To establish and maintain a professional and efficient relationship with their allocated portfolio of clients To provide excellent standards of customer service internally and externally To ensure that security is maintained at...

Permanent - Leeds, **Ref**: 33029 **Secretary - Pensions & Benefits - Leeds** **Responsibilities**: - Calendar management - General admin - scanning / printing / filing / archiving - Producing Powerpoint presentations and other documentation - Arranging meetings / room bookings - Onboarding administration **Qualifications** - Team Player - Professional /...

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 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...

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...

**OVERVIEW** The Maples Group is a standard bearer in financial and legal services, trusted by many of the world’s largest hedge fund managers, private equity firms and international corporations. Our distinction flows from our carefully curated team: 2,500+ professionals characterised by tenacity, ethics and exacting excellence. We hire smart and...

**Service Administrator** **Job Type**: Temporary **Sector**: Healthcare **Duration**: Expected to be for 3 months and maybe longer **Location**: Leeds **Band**: 4 **Pay Rates**: £11.00 to £12.00 paye including holiday or £12.00 to £13.00 umbrella per hour depending on skill and experience **Working Days and Hours**:Monday to Friday 9am to 5pm,...

Elevation Recruitment Group, Business Support division are currently working with a dynamic and reputable organisation within the financial services industry. With a strong focus on integrity, innovation, and client satisfaction, we are looking for a skilled and motivated Financial Services Administrator to join their dedicated team. - Full-time, permanent...

Our client who provides a Gender Identity Development Service is looking for a Service Administrator to assist with general admin duties, preparation of paperwork for meetings. **Service Administrator** **Job Type**: Temporary **Sector**:Healthcare **Duration**: Expected to be for 3 months and maybe longer **Location**: Leeds **Band**:4 **Pay...

This respected national IFA firm is currently seeking an experienced financial adviser to join its team in Leeds. In this role you will be provided with a substantial client portfolio to service and also administration and paraplanning support. You must be an experienced financial adviser who is Level 4 Diploma status (CII or equivalent) as a minimum but...

**Investment Administrator** Competitive Salary Permanent Leeds Meraki Talent is currently working with a leading financial services firm looking to hire an Investment Administrator to join the collaborative Leeds-based team. This is an excellent opportunity to join a well-established business offering excellent onward progression opportunities. This is a...

**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...