Financial Support Advisor
4 weeks ago
Financial Support Advisor
Doing Good Leeds
The aim of this role is to assist clients in optimizing their financial resources, including identifying possible entitlements to social benefits. To deliver a comprehensive Financial Support Service, which involves guiding our clients through financial literacy programs and aiding them in enhancing their energy efficiency and savings. To mentor and provide training for new Financial Support Advisors during their onboarding process. Collaborate with team members to enhance the Financial Support services and contribute to the effective operation of the service while ensuring that quality standards are upheld.Application Process
Doing Good Leeds
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Financial Support Advisor
4 weeks ago
Leeds, Leeds, United Kingdom Doing good leeds Full timeFinancial Support Advisor Doing Good Leeds The aim of this role is to assist clients in optimizing their financial resources, such as by recognizing possible eligibility for social welfare benefits. To deliver a comprehensive Financial Support Service, which includes guiding our clients through financial capability programs and aiding them in...
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Financial Support Advisor
4 weeks ago
Leeds, Leeds, United Kingdom Doing good leeds Full timeFinancial Support Advisor Doing Good Leeds The aim of this role is to assist clients in optimizing their financial resources, including identifying possible entitlements to social benefits. To deliver a comprehensive Financial Support Service, which encompasses aiding our clients with financial literacy initiatives and assisting them in enhancing...
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Financial Support Advisor
4 weeks ago
Leeds, Leeds, United Kingdom Doing good leeds Full timeFinancial Support Advisor DOING GOOD LEEDS The primary objective of this role is to assist clients in optimizing their financial resources, such as identifying possible eligibility for social welfare benefits. To deliver a comprehensive Financial Support Service, which includes guiding our clients through BCP's financial literacy programs and aiding...
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Support Specialist
7 days ago
Leeds, Leeds, United Kingdom NJR Recruitment Full timeJob SummaryNJR Recruitment is seeking an experienced IFA Administrator to join a multi-award winning firm's growing wealth management team. This is an exciting opportunity for a skilled professional to provide administrative support to Independent Financial Planners.Key ResponsibilitiesDiary management and coordinationPreparing client review packs for...
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Financial Services Advisor
7 days ago
Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full timeAbout the Role:We are seeking a highly organized and detail-oriented individual to join our team as a Financial Services Advisor. As a key member of our Private Client Support team, you will provide day-to-day support to our Corporate Advisers, ensuring seamless delivery of our services to clients.Key Responsibilities:Provide administrative support to the...
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Financial Services Advisor
3 days ago
Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full timeAbout the Role:We are seeking a highly organized and detail-oriented individual to join our team as a Financial Services Advisor. As a key member of our Private Client Support team, you will provide day-to-day support to our Corporate Advisers, ensuring seamless delivery of our services to clients.Key Responsibilities:Provide administrative support to the...
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Financial Planning Advisor
6 days ago
Leeds, Leeds, United Kingdom IDEX Consulting Full timeAbout the RoleWe are seeking an experienced Financial Planning Advisor to join our team at IDEX Consulting. As a key member of our team, you will be responsible for delivering high-quality financial planning services to our clients.Key ResponsibilitiesClient Portfolio Management: Manage a large portfolio of clients, typically with Assets Under Advice (AUA)...
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Financial Services Advisor
2 weeks ago
Leeds, Leeds, United Kingdom Lloyds Banking Group Full timeAbout this OpportunityWe are seeking a skilled and dedicated individual to join our Ready Made Investments & Ready Made Pensions Team as a Financial Services Advisor. This role involves providing first-class service to our customers, working with new systems and processes, and collaborating with colleagues to achieve business objectives.Key...
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Financial Analyst Trainee
6 days ago
Leeds, Leeds, United Kingdom Lowell Financial Ltd Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Financial Analyst Trainee to join our team at Lowell Financial Ltd. As a Financial Analyst Trainee, you will play a key role in supporting the preparation, development, and analysis of financial reports and accounts.Key ResponsibilitiesFinancial Reporting: Assist in the preparation of...
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Financial Advisor
7 days ago
Leeds, Leeds, United Kingdom CLD Recruitment Full timeJob Summary:We are seeking an experienced Financial Advisor to join our team at CLD Recruitment. As a Senior Financial Services Professional, you will be responsible for providing exceptional financial advice to clients, building long-lasting relationships, and contributing to the growth and profitability of our team.Key Responsibilities:Stay up-to-date with...
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Financial Analyst Trainee
3 days ago
Leeds, Leeds, United Kingdom Lowell Financial Ltd Full timeAbout the Role:We are seeking a highly motivated and detail-oriented Financial Analyst Trainee to join our team at Lowell Financial Ltd. As a Financial Analyst Trainee, you will be responsible for preparing, developing, and analyzing financial reports and statements.Key Responsibilities:Financial Reporting: Prepare and analyze financial reports, including...
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Financial Analyst Trainee
3 days ago
Leeds, Leeds, United Kingdom Lowell Financial Ltd Full timeAbout the Role:We are seeking a highly motivated and detail-oriented Financial Analyst Trainee to join our team at Lowell Financial Ltd. As a Financial Analyst Trainee, you will be responsible for preparing, developing, and analyzing financial reports and statements.Key Responsibilities:Financial Reporting: Prepare and analyze financial reports, including...
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Financial Planning Assistant
3 days ago
Leeds, Leeds, United Kingdom Burgh Recruitment Limited Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team at Burgh Recruitment Limited. As a key member of our team, you will provide administrative support to our financial advisors, ensuring the smooth operation of our financial planning services.Key ResponsibilitiesAssist financial advisors in...
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Financial Planning Assistant
3 days ago
Leeds, Leeds, United Kingdom Burgh Recruitment Limited Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team at Burgh Recruitment Limited. As a key member of our team, you will provide administrative support to our financial advisors, ensuring the smooth operation of our financial planning services.Key ResponsibilitiesAssist financial advisors in...
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Senior Financial Consultant
7 days ago
Leeds, Leeds, United Kingdom CLD Recruitment Full time**Job Title:** Financial Advisor**Job Type:** Full-time**Industry:** Financial Services**Company:** CLD Recruitment**Location:** Leeds**Salary:** Up to £60,000 DOE**Job Description:**We are seeking an experienced Financial Advisor to join our team at CLD Recruitment. As a Financial Advisor, you will be responsible for providing expert financial guidance to...
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Financial Planning Advisor
6 days ago
Leeds, Leeds, United Kingdom IDEX Consulting Full timeAbout the RoleWe are seeking an experienced Financial Planning Advisor to join our team at IDEX Consulting. As a key member of our team, you will be responsible for managing a large portfolio of clients, delivering high-quality financial planning services, and building lasting relationships.Key ResponsibilitiesClient Portfolio Management: Manage a portfolio...
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Financial Planning Assistant
2 days ago
Leeds, Leeds, United Kingdom Burgh Recruitment Limited Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team at Burgh Recruitment Limited. As a key member of our team, you will provide administrative support to our Financial Advisors, ensuring the smooth operation of our financial planning services.Key Responsibilities:Assist Financial Advisors in...
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Financial Planning Assistant
2 days ago
Leeds, Leeds, United Kingdom Burgh Recruitment Limited Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team at Burgh Recruitment Limited. As a key member of our team, you will provide administrative support to our Financial Advisors, ensuring the smooth operation of our financial planning services.Key Responsibilities:Assist Financial Advisors in...
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Financial Risk Management Specialist
3 days ago
Leeds, Leeds, United Kingdom Lowell Financial Ltd Full timeAbout the RoleWe are seeking a highly skilled Financial Risk Management Specialist to join our team at Lowell Financial Ltd. As a key member of our finance department, you will play a crucial role in supporting and contributing towards the management and development of our financial risk and internal controls framework.Key ResponsibilitiesFinancial Risk...
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Financial Risk Management Specialist
3 days ago
Leeds, Leeds, United Kingdom Lowell Financial Ltd Full timeAbout the RoleWe are seeking a highly skilled Financial Risk Management Specialist to join our team at Lowell Financial Ltd. As a key member of our finance department, you will play a crucial role in supporting and contributing towards the management and development of our financial risk and internal controls framework.Key ResponsibilitiesFinancial Risk...