Current jobs related to Financial Planning Assistant - Leeds, Leeds - Lime People Search & Select Ltd

  • Financial Planning Assistant

    4 weeks ago

    Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Paraplanner RoleWe are seeking a skilled Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Paraplanner, you will play a crucial role in supporting our Financial Advisors in providing exceptional client service.Key Responsibilities:Assist in the preparation of client presentations and documentation for meetingsConduct research...

  • Financial Planning Assistant

    4 weeks ago

    Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Paraplanner RoleWe are seeking a skilled Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Paraplanner, you will play a crucial role in supporting our Financial Advisors in providing exceptional client service.Key Responsibilities:Assist in the preparation of client presentations and documentation for meetingsConduct research...

  • Financial Planning Assistant

    4 weeks ago

    Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full time

    Financial Planning Administrator ApprenticeshipLime Search & Select Ltd is seeking a motivated and detail-oriented individual to join our team as a Financial Planning Administrator Apprentice.About the Role:We are looking for a recent graduate or individual with a Level 4 Diploma in Financial Planning / Financial Advice to join our team as a Financial...

  • Financial Planning Assistant

    4 weeks ago

    Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full time

    Financial Planning Administrator ApprenticeshipLime Search & Select Ltd is seeking a motivated and detail-oriented individual to join our team as a Financial Planning Administrator Apprentice.About the Role:We are looking for a recent graduate or individual with a Level 4 Diploma in Financial Planning / Financial Advice to join our team as a Financial...

  • Financial Planning Assistant

    2 months ago

    Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full time

    Financial Planning AssistantWe are seeking a highly skilled Financial Planning Assistant to join our team at Lime People Search & Select Ltd. The successful candidate will provide administrative and technical support to our Financial Planning Consultants, ensuring a high level of client service at all times.Key Responsibilities:Provide relevant documentation...

  • Financial Planning Assistant

    2 months ago

    Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full time

    Financial Planning AssistantWe are seeking a highly skilled Financial Planning Assistant to join our team at Lime People Search & Select Ltd. The successful candidate will provide administrative and technical support to our Financial Planning Consultants, ensuring a high level of client service at all times.Key Responsibilities:Provide relevant documentation...

  • Financial Planning Assistant

    4 weeks ago

    Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full time

    Financial Planning Administrator ApprenticeshipLime Search & Select Ltd is seeking a motivated and ambitious individual to join our team as a Financial Planning Administrator Apprentice. As a key member of our team, you will play a vital role in supporting our financial planning services and contributing to the growth and success of our business.Key...

  • Financial Planning Assistant

    4 weeks ago

    Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full time

    Financial Planning Administrator ApprenticeshipLime Search & Select Ltd is seeking a motivated and ambitious individual to join our team as a Financial Planning Administrator Apprentice. As a key member of our team, you will play a vital role in supporting our financial planning services and contributing to the growth and success of our business.Key...

  • Financial Planning Assistant

    3 weeks ago

    Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full time

    We are seeking a talented and ambitious individual to join our team as a Financial Planning Assistant. As a key member of our investment management and financial planning firm, you will play a crucial role in providing high-quality financial advice to our clients.Key ResponsibilitiesMeet with potential new clients to understand their financial planning needs...

  • Financial Planning and Analysis Manager

    1 month ago

    Leeds, Leeds, United Kingdom Lowell Financial Ltd Full time

    Financial Planning and Analysis RoleThe Financial Planning and Analysis (FP&A) Accountant will be a key member of the Group FP&A team, reporting directly to the Group FP&A Director. This role will support the Group FP&A team in providing numerical, commercial insight, and analysis of the key drivers of our business, as well as the wider finance community....

  • Financial Planning and Analysis Manager

    4 weeks ago

    Leeds, Leeds, United Kingdom Lowell Financial Ltd Full time

    Financial Planning and Analysis RoleThe Financial Planning and Analysis (FP&A) Accountant will be a key member of the Group FP&A team, reporting directly to the Group FP&A Director. This role will support the Group FP&A team in providing numerical, commercial insight, and analysis of the key drivers of our business, as well as the wider finance community....

  • Financial Planning and Analysis Manager

    4 weeks ago

    Leeds, Leeds, United Kingdom Lowell Financial Ltd Full time

    Financial Planning and Analysis RoleThe Financial Planning and Analysis (FP&A) Accountant will be a key member of the Group FP&A team, reporting directly to the Group FP&A Director. This role will support the Group FP&A team in providing numerical, commercial insight, and analysis of the key drivers of our business, as well as the wider finance community....

  • Financial Planning Assistant

    1 month ago

    Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full time

    Financial Planning ApprenticeLime Search & Select Ltd is seeking a highly motivated and ambitious individual to join our team as a Financial Planning Apprentice. As a key member of our Investment Management & Financial Planning firm, you will play a vital role in providing exceptional client service and supporting our experienced financial advisors.Key...

  • Financial Planning Assistant

    5 days ago

    Leeds, Leeds, United Kingdom Exchange Street Claims ltd Full time

    Overview:Are you interested in a career in financial planning? Exchange Street Claims ltd is seeking a Financial Planning Administrator to join our team.Key Responsibilities:As a Financial Planning Administrator, you will be responsible for assisting our financial planners in providing excellent client service. This will include tasks such as data entry,...

  • Financial Planning Assistant

    4 weeks ago

    Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full time

    Paraplanner Job DescriptionLime People Search & Select Ltd is seeking an experienced Paraplanner to join our team.Key Responsibilities:Assist Financial Advisers in compiling complex technical suitability reportsUndertake research and analysis to identify suitable solutions for clientsPrepare cash flow plans using VoyantWrite high-quality suitability...

  • Financial Planning Assistant

    4 weeks ago

    Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full time

    Paraplanner Job DescriptionLime People Search & Select Ltd is seeking an experienced Paraplanner to join our team.Key Responsibilities:Assist Financial Advisers in compiling complex technical suitability reportsUndertake research and analysis to identify suitable solutions for clientsPrepare cash flow plans using VoyantWrite high-quality suitability...

  • Financial Planning Assistant

    3 weeks ago

    Leeds, Leeds, United Kingdom NJR Recruitment Full time

    Job DescriptionAbout NJR RecruitmentWe are representing one of the UK's leading national firms of Financial Advisers, who is seeking an ambitious and talented Junior Paraplanner to join their dynamic and ever-growing business.What's in it for you?Competitive Salary and Benefits PackageFlexible Working Hours and Hybrid EnvironmentDeath in Service Cover and...

  • Financial Planning Assistant

    3 weeks ago

    Leeds, Leeds, United Kingdom Exchange Street Claims ltd Full time

    Unlock Your Potential in Financial PlanningAt Exchange Street Claims ltd, we're committed to helping you develop a successful career in financial planning. As an Apprentice Financial Planning Administrator, you'll have the opportunity to work with experienced professionals and gain hands-on experience in client acquisition and retention.Our business model is...

  • Financial Planning Assistant

    1 month ago

    Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full time

    Paraplanner Job DescriptionLime People Search & Select Ltd is seeking an experienced Paraplanner to join our team in providing tailored Financial Solutions to individuals and businesses.The ideal candidate will have a minimum Level 4 CII Diploma in Regulated Financial Planning qualification and at least 3 years of experience as a Paraplanner. They will be...

  • Financial Planning Assistant

    1 month ago

    Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full time

    Paraplanner Job DescriptionLime People Search & Select Ltd is seeking an experienced Paraplanner to join our team in providing tailored Financial Solutions to individuals and businesses.The ideal candidate will have a minimum Level 4 CII Diploma in Regulated Financial Planning qualification and at least 3 years of experience as a Paraplanner. They will be...

Financial Planning Assistant

2 months ago

Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full time
Financial Planning Assistant

We are seeking a highly skilled Financial Planning Assistant to join our team at Lime People Search & Select Ltd. As a key member of our Financial Planning team, you will provide administrative and technical support to our Financial Planning Consultants, ensuring seamless client service and efficient operations.

Key Responsibilities:
  • Provide documentation and research to support client meetings
  • Compile suitability letters and process new business
  • Ensure accurate completion of compliance requirements
  • Respond to client queries and maintain client records
  • Liaise with life offices and providers
  • Contribute to new business development and maintain a high level of client service
Requirements:
  • 2+ years of experience in a similar Financial Planning/IFA Administrative role
  • Strong written and verbal communication skills
  • Ability to work with IT systems
  • Desirable: further qualifications in Financial Planning or study towards a Diploma in Financial Planning

We offer a great salary and company benefits package to the successful candidate. If you are a motivated and organized individual with a passion for financial services, please apply for this exciting opportunity.