Financial Planning Assistant
2 months ago
We 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 ahead of client meetings
- Obtain research relating to proposed advice
- Compile suitability letters based on advice given
- Process new business
- Ensure accurate completion of compliance requirements
- Respond to client queries
- Maintain client records on XPlan
- Liaise with life offices and providers
- Ensure administrative requirements are completed for the Client Review Process
- Contribute to new business development
- Proactively maintain a high level of client service
The ideal candidate will have 2+ years of experience working in a similar Financial Planning/IFA Administrative role, with strong written and verbal communication skills, and the ability to work with IT systems. A further qualification in Financial Planning or a Diploma in Financial Planning would be advantageous.
We offer a great salary and company benefits package to the successful candidate.
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Financial Planning Assistant
1 month ago
Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeParaplanner 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 high-quality financial planning solutions to our clients.Key Responsibilities:Assist in the preparation of financial planning reports and...
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Financial Planning Assistant
1 month ago
Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeParaplanner 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 high-quality financial planning solutions to our clients.Key Responsibilities:Assist in the preparation of financial planning reports and...
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Financial Planning Assistant
3 weeks ago
Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeParaplanner 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...
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Financial Planning Assistant
3 weeks ago
Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeParaplanner 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...
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Financial Planning Assistant
1 month ago
Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeParaplanner Job DescriptionWe 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 services to our clients.Key Responsibilities:Conduct research to source suitable financial solutions...
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Financial Planning Assistant
1 month ago
Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeParaplanner Job DescriptionWe 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 services to our clients.Key Responsibilities:Conduct research to source suitable financial solutions...
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Financial Planning Assistant
4 weeks ago
Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeParaplanner 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 high-quality financial planning solutions to our clients.Key Responsibilities:Conduct research to source suitable financial solutions and prepare...
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Financial Planning Assistant
4 weeks ago
Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeParaplanner 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 high-quality financial planning solutions to our clients.Key Responsibilities:Conduct research to source suitable financial solutions and prepare...
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Financial Planning Assistant
4 weeks ago
Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full timeFinancial 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...
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Financial Planning Assistant
4 weeks ago
Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full timeFinancial 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...
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Financial Planning Assistant
2 months ago
Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full timeFinancial Planning AssistantWe 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...
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Financial Planning Assistant
2 months ago
Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full timeFinancial Planning AssistantWe 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...
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Financial Planning Assistant
4 weeks ago
Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full timeFinancial 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...
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Financial Planning Assistant
4 weeks ago
Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full timeFinancial 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...
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Financial Planning Assistant
3 weeks ago
Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full timeFinancial 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...
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Financial Planning Assistant
3 weeks ago
Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full timeFinancial 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...
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Financial Planning Assistant
3 weeks ago
Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full timeWe 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...
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Financial Planning and Analysis Manager
4 weeks ago
Leeds, Leeds, United Kingdom Lowell Financial Ltd Full timeFinancial 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....
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Financial Planning and Analysis Manager
1 month ago
Leeds, Leeds, United Kingdom Lowell Financial Ltd Full timeFinancial Planning and Analysis RoleThe Financial Planning and Analysis (FP&A) Accountant is a key member of the Group FP&A team, reporting directly to the Group FP&A Director. Your primary responsibility will be to 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...
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Financial Planning and Analysis Manager
1 month ago
Leeds, Leeds, United Kingdom Lowell Financial Ltd Full timeFinancial Planning and Analysis RoleThe Financial Planning and Analysis (FP&A) Accountant is a key member of the Group FP&A team, reporting directly to the Group FP&A Director. Your primary responsibility will be to 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...