Financial Planning Administrator

Job Overview:Quilter Financial Planning is a dynamic and growing company that provides expert financial planning services to individuals and businesses. We are seeking a highly skilled and ambitious individual to join our team as a financial planner.Main Responsibilities:Managing client relationships and providing ongoing supportDeveloping and implementing...

Are 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...

Pursue a Rewarding Career as a Financial Services ProfessionalWe are seeking a talented Financial Services Professional to join our team at Quilter Financial Planning. As a self-employed Mortgage advisor, you will have the opportunity to work independently, providing expert mortgage and protection advice to clients across the UK.The ideal candidate will...

**Financial Planning Administrator - Leeds - Salary to £27,500 plus Bonus and Benefiits (potentially negotiable)** An award-winning Financial Planning practice based with multiple offices across the UK are currently in the market to recruit a Financial Planning Administrator to join their growing team in Leeds. The organisation is well established, they...

Job Description:Quilter Financial Planning is seeking a skilled and ambitious individual to join our team as a financial planner. In this role, you will be responsible for providing expert advice to clients on their financial planning needs.Key Responsibilities:Generating new client opportunities to grow your businessEnsuring clients make wise and profitable...

Experienced financial planning sales support administrator required for a busy, successful and growing financial planning practice in Otley, near Leeds. We're a young and forward-thinking business with a flexible outlook - ideally, we'd like someone basedin the office but will consider part-time, hybrid and some remote working for the right person. We have...

Hours: Monday to Friday 8:45am to 5pm **Salary**: £24,000 to £27,000 depending on experience Brook Street Recruitment are recruiting on behalf of our client for an experienced Administrator on a permanent contract to join their team based in Leeds. This is an exciting opportunity for an enthusiastic individual to join a successful and thriving 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 Role:We are looking for a highly motivated and driven individual to join our team as a financial planner. As a financial planner, you will play a key role in helping clients achieve their financial goals.Responsibilities:Conduct thorough financial assessments to identify client needsDevelop tailored financial plans to meet client objectivesProvide...

IFA Administrator Leeds - Outskirts (commutable from York, Wetherby, Harrogate) Up to circa £32,000 + excellent benefits package, free parking, exam support Highly respected Independent Financial Adviser organisation in North Leeds are hiring. I require an enthusiastic and experienced IFA Administrator to join this successful office. Experience in a...

We are working with a Financial firm based in Leeds who are looking to recruit their next Financial Planning Administrator. Our clients are well established and are looking for an experienced Financial Planning Administrator who can join their growing team. **Key Duties and Responsibilities**: - Maintaining client records - Supporting client journey -...

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...

Financial Planning AdministratorLocation: Remote/UK Salary: Up to £27,000Reports To: Planning & Advice Manager  Role Overview:This role is ideal for individuals starting or in the early stages of their career in Financial Advice or Advice Operations. As a Financial Planning Administrator for a purpose-led wealth manager serving high-net-worth business...

About UsLime People Search & Select Ltd is a reputable recruitment agency dedicated to connecting talented professionals with exciting job opportunities in the Financial Planning sector. We pride ourselves on delivering exceptional service and building long-lasting relationships with our clients and candidates.Job SummaryWe are seeking a highly skilled...

We are partnering with a leading wealth management business to find a highly skilled Financial Planning Administrator in a modern office space near the city center.The ideal candidate will work closely with experienced financial planners, developing strong relationships with clients and delivering exceptional results. Key responsibilities...

Financial Planning Administrator Leeds NJR Recruitment is delighted to be representing a highly regarded Wealth Management organisation that is based in the Leeds area.. They now have and exciting, and newly created opportunity is now available to join their client services team as an Administrator Working from their offices, this role will suit someone...

**Junior Financial Planning Administrator** **Leeds** **£20,000 - £24,000** NJR Recruitment are currently working in partnership with a leading firm of Chartered Financial Planners based from beautiful offices in the South Leeds area. Offering a range of tailored services that help enable clients to plan and protect both their privateand corporate...

Financial Planning Administrator Leeds Salary up to £30,000 plus excellent benefits and bonus, flexible working Some key responsibilities of the position are: Obtain illustrations - Submitting new business and investment trades on behalf of clients, within required deadlines using various investment platforms and life companies - Maintaining accurate...

A Challenging and Rewarding Career OpportunityWe are currently seeking a highly skilled Senior Mortgage Advisor to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert mortgage and protection advice to clients across the UK, working on a self-employed basis.The ideal candidate will possess...

**Senior Financial Planning Administrator - Technical Administrator - Leeds (some flexible home working available) - Salary negotiable to £27K** MB Fitzgerald recruitment are currently working with a top 100 firm of IFA's to recruit a Technical Administrator for their Leeds office. You will be supporting the firm's Financial Adviser's in providing Advice...