Financial Services Report Writer
20 hours ago
Lazenby's Financial Services is seeking a highly skilled and experienced Report Writer and Senior Administrator to join our team in Leeds, West Yorkshire.
Job SummaryWe are looking for a talented individual to work closely with our IFA and Paraplanner to deliver high-quality suitability reports to clients. The successful candidate will have excellent communication skills, a strong attention to detail, and the ability to work in a fast-paced environment.
Key Responsibilities- Prepare clear and concise suitability reports that meet client needs and objectives
- Work closely with the IFA and Paraplanner to ensure accurate and timely delivery of reports
- Manage client queries and provide excellent customer service
- Ensure all files are fully compliant and up-to-date
- Contribute to the development of new business applications and maintain quality records
- Attend team meetings and contribute to the growth and development of the team
- Experience working in the Financial Services sector
- Strong understanding of FCA compliance requirements
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and prioritize tasks effectively
- High level of attention to detail and accuracy
- Competitive salary and benefits package
- Opportunity to work with a dynamic and growing team
- Professional development and training opportunities
- Flexible working hours and a supportive work environment
-
Financial Services Administrator
13 hours ago
Leeds, Leeds, United Kingdom Lazenby's Financial Services Full timeJob Title: Report Writer and Senior AdministratorCompany Description:Lazenby's Financial Services is an independent financial advice team located in the UK. Our team of experienced financial advisers offers unbiased advice and bespoke financial plans to help our clients build a secure financial future. We provide a range of financial planning services,...
-
Financial Services Administrator
14 hours ago
Leeds, Leeds, United Kingdom Lazenby's Financial Services Full timeJob Title: Report Writer and Senior AdministratorCompany Description:Lazenby's Financial Services is an independent financial advice team located in the UK. Our team of experienced financial advisers offers unbiased advice and bespoke financial plans to help our clients build a secure financial future. We provide a range of financial planning services,...
-
Financial Services Administrator
1 day ago
Leeds, Leeds, United Kingdom Lazenby's Financial Services Full time £26,000About the RoleLazenby's Financial Services is a leading independent financial advice team based in Leeds, West Yorkshire. Our team of experienced financial advisers provides unbiased advice and bespoke financial plans to help clients build a secure financial future.We offer a range of financial planning services, including pension advice, retirement...
-
Financial Services Administrator
1 day ago
Leeds, Leeds, United Kingdom Lazenby's Financial Services Full time £26,000About the RoleLazenby's Financial Services is a leading independent financial advice team based in Leeds, West Yorkshire. Our team of experienced financial advisers provides unbiased advice and bespoke financial plans to help clients build a secure financial future.We offer a range of financial planning services, including pension advice, retirement...
-
Management Accountant
2 weeks ago
Leeds, Leeds, United Kingdom Lowell Financial Ltd Full timeAbout the RoleWe are seeking a highly skilled Management Accountant to join our Regional Financial Control team at Lowell Financial Ltd. As a key member of our finance team, you will be responsible for preparing, developing, and analysing financial reports and accounts.Key ResponsibilitiesFinancial Reporting: Prepare and support the preparation of monthly,...
-
Management Accountant
2 weeks ago
Leeds, Leeds, United Kingdom Lowell Financial Ltd Full timeAbout the RoleWe are seeking a highly skilled Management Accountant to join our Regional Financial Control team at Lowell Financial Ltd. As a key member of our finance team, you will be responsible for preparing, developing, and analysing financial reports and accounts.Key ResponsibilitiesFinancial Reporting: Prepare and support the preparation of monthly,...
-
External Reporting Manager
2 weeks ago
Leeds, Leeds, United Kingdom Axon Moore Group Ltd Full timeJob DescriptionA fantastic opportunity has arisen for an ACA/ACCA qualified External Reporting Manager to join Axon Moore Group Ltd, a leading global financial services brand. The company is committed to providing comprehensive solutions to individuals and businesses worldwide.About the RoleThe successful candidate will be responsible for managing the...
-
External Reporting Manager
2 weeks ago
Leeds, Leeds, United Kingdom Axon Moore Group Ltd Full timeJob DescriptionA fantastic opportunity has arisen for an ACA/ACCA qualified External Reporting Manager to join Axon Moore Group Ltd, a leading global financial services brand. The company is committed to providing comprehensive solutions to individuals and businesses worldwide.About the RoleThe successful candidate will be responsible for managing the...
-
Financial Risk Manager
3 weeks ago
Leeds, Leeds, United Kingdom Bibby Financial Services Full timeJob DescriptionAbout the Role:We are seeking a highly skilled and experienced Credit Controller to join our team at Bibby Financial Services. As a Credit Controller, you will play a critical role in ensuring the security and profitability of our business by effectively managing our client portfolio.Key Responsibilities:Manage a portfolio of clients to ensure...
-
Financial Risk Manager
3 weeks ago
Leeds, Leeds, United Kingdom Bibby Financial Services Full timeJob DescriptionAbout the Role:We are seeking a highly skilled and experienced Credit Controller to join our team at Bibby Financial Services. As a Credit Controller, you will play a critical role in ensuring the security and profitability of our business by effectively managing our client portfolio.Key Responsibilities:Manage a portfolio of clients to ensure...
-
External Reporting Manager
3 weeks ago
Leeds, Leeds, United Kingdom Axon Moore Group Ltd Full timeJob DescriptionA fantastic opportunity has arisen for an ACA/ACCA qualified External Reporting Manager to join Axon Moore Group Ltd, a leading global financial services brand. The company is committed to providing comprehensive solutions to individuals and businesses worldwide.About the RoleThe successful candidate will be responsible for managing the...
-
External Reporting Manager
2 weeks ago
Leeds, Leeds, United Kingdom Axon Moore Group Ltd Full timeJob DescriptionA fantastic opportunity has arisen for an ACA/ACCA qualified External Reporting Manager to join Axon Moore Group Ltd, a leading global financial services brand. The company is committed to providing comprehensive solutions to individuals and businesses worldwide.About the RoleThe successful candidate will be responsible for managing the...
-
External Reporting Manager
2 weeks ago
Leeds, Leeds, United Kingdom Axon Moore Group Ltd Full timeJob DescriptionA fantastic opportunity has arisen for an ACA/ACCA qualified External Reporting Manager to join Axon Moore Group Ltd, a leading global financial services brand. The company is committed to providing comprehensive solutions to individuals and businesses worldwide.About the RoleThe successful candidate will be responsible for managing the...
-
Financial Planning Assistant
4 days ago
Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time{"title": "Paraplanner", "description": "Job SummaryWe 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 high-quality financial planning solutions to our clients.Key ResponsibilitiesConduct research to source...
-
Financial Planning Assistant
4 days ago
Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time{"title": "Paraplanner", "description": "Job SummaryWe 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 high-quality financial planning solutions to our clients.Key ResponsibilitiesConduct research to source...
-
Financial Reporting Specialist
3 weeks ago
Leeds, Leeds, United Kingdom Elevation Recruitment Group Full timeAbout the RoleElevation Recruitment Group is seeking a highly skilled Financial Reporting Specialist to join our client's Regional Financial Control team. As a key member of the team, you will play a crucial role in providing financial insights and supporting the organization's growth.Key ResponsibilitiesFinancial Reporting: Prepare and support monthly,...
-
Financial Reporting Specialist
3 weeks ago
Leeds, Leeds, United Kingdom Elevation Recruitment Group Full timeAbout the RoleElevation Recruitment Group is seeking a highly skilled Financial Reporting Specialist to join our client's Regional Financial Control team. As a key member of the team, you will play a crucial role in providing financial insights and supporting the organization's growth.Key ResponsibilitiesFinancial Reporting: Prepare and support monthly,...
-
Financial Reporting Manager
3 weeks ago
Leeds, Leeds, United Kingdom Sewell Wallis Full timeSewell Wallis is seeking a highly skilled Financial Reporting Manager to join their finance team during an exciting period of change. As a key member of the senior management team within the Financial Control Function, you will be responsible for delivering and ensuring the accuracy of management accounts information pertaining to your areas of...
-
Financial Reporting Specialist
7 days ago
Leeds, Leeds, United Kingdom IPS Group Full timeFinancial Reporting Specialist **Job Summary** We are seeking a highly skilled Financial Reporting Specialist to join our team at IPS Group. As a Management Accountant, you will play a crucial role in supporting our Financial Controller in producing timely and accurate financial reports. **Key Responsibilities** * Prepare and review monthly management...
-
Financial Reporting Specialist
7 days ago
Leeds, Leeds, United Kingdom IPS Group Full timeFinancial Reporting Specialist **Job Summary** We are seeking a highly skilled Financial Reporting Specialist to join our team at IPS Group. As a Management Accountant, you will play a crucial role in supporting our Financial Controller in producing timely and accurate financial reports. **Key Responsibilities** * Prepare and review monthly management...