Current jobs related to Financial Planning Assistant - Leeds, Leeds - Exchange Street Claims ltd
-
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 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 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...
-
Financial Planning Assistant
1 month 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...
-
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 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 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...
-
Financial Planning Assistant
4 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...
-
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 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
1 month 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....
-
Financial Planning Assistant
7 days ago
Leeds, Leeds, United Kingdom Exchange Street Claims ltd Full timeOverview: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
3 weeks ago
Leeds, Leeds, United Kingdom NJR Recruitment Full timeJob 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
4 weeks ago
Leeds, Leeds, United Kingdom Exchange Street Claims ltd Full timeUnlock 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
4 weeks ago
Leeds, Leeds, United Kingdom Exchange Street Claims ltd Full timeUnlock Your Potential in Financial PlanningAre you looking for a career that offers a strong foundation in financial planning and the opportunity to develop your skills in a supportive environment?As a Financial Planning Administrator at Exchange Street Claims Ltd, you will be part of a team that buys clients from retiring advisers and provides a structured...
-
Financial Planning Assistant
4 weeks ago
Leeds, Leeds, United Kingdom Exchange Street Claims ltd Full timeUnlock Your Potential in Financial PlanningAre you looking for a career that offers a strong foundation in financial planning and the opportunity to develop your skills in a supportive environment?As a Financial Planning Administrator at Exchange Street Claims Ltd, you will be part of a team that buys clients from retiring advisers and provides a structured...
-
Financial Planning Assistant
4 weeks ago
Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full timeFinancial Planning Assistant Role OverviewWe are seeking a highly skilled Financial Planning Assistant to join our team at Lime People Search & Select Ltd in Central Leeds. The successful candidate will provide administrative and technical support to our Financial Planning Consultants, ensuring a high level of client service at all times.Main...
-
Financial Planning Assistant
1 week ago
Leeds, Leeds, United Kingdom IDEX Consulting Full timeIDEX Consulting is a leading wealth management business seeking a skilled Financial Planning Administrator to join their growing team. Located in modern office spaces, the business offers a dynamic work environment with opportunities for growth and development.Key Responsibilities:To work closely with the Financial Planning team to deliver excellent client...
-
Financial Planning Assistant
3 weeks ago
Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full timeFinancial Planning Assistant RoleWe are seeking a skilled Financial Planning Assistant to join our team at Lime People Search & Select Ltd in Central Leeds. As a Financial Planning Assistant, you will provide administrative and technical support to our Financial Planning Consultants, ensuring a high level of client service at all times.Key...
-
Financial Planning Specialist
4 weeks ago
Leeds, Leeds, United Kingdom Evelyn Partners Fund Solutions Limited Full timeJob DescriptionEvelyn Partners Fund Solutions Limited is a leading force in UK wealth management and professional services, with a legacy spanning over 180 years. Our commitment to delivering good advice and exceptional service has earned us a reputation as a trusted partner for individuals and businesses alike.Our Financial Planning service is designed to...
-
Financial Planning Specialist
4 weeks ago
Leeds, Leeds, United Kingdom Evelyn Partners Fund Solutions Limited Full timeJob DescriptionEvelyn Partners Fund Solutions Limited is a leading force in UK wealth management and professional services, with a legacy spanning over 180 years. Our commitment to delivering good advice and exceptional service has earned us a reputation as a trusted partner for individuals and businesses alike.Our Financial Planning service is designed to...
-
Financial Planning Assistant
3 weeks ago
Leeds, Leeds, United Kingdom NJR Recruitment Careers Full timeAbout NJR Recruitment CareersWe 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?25 Days Holiday + Bank HolidaysFlexible Hours + Hybrid workingDeath in Service CoverPrivate Medical InsuranceCompany...
-
Financial Planning Specialist
1 month ago
Leeds, Leeds, United Kingdom Evelyn Partners Fund Solutions Limited Full timeJob DescriptionEvelyn Partners Fund Solutions Limited is a leading force in UK wealth management and professional services, with a legacy spanning over 180 years. Our commitment to delivering good advice and exceptional service has earned us a reputation as a trusted partner for individuals and businesses alike.Introduction to the Financial Planning TeamOur...
Financial Planning Assistant
2 months ago
Are you looking for a career that offers a strong foundation in financial planning and the opportunity to develop your skills in a supportive environment?
As an Apprentice Financial Planning Administrator with Exchange Street Claims ltd, you will have the chance to learn from experienced professionals and gain hands-on experience in financial planning.
Key Benefits:
- Develop your skills in financial planning and administration
- Gain experience in a dynamic and supportive team
- Opportunity to progress to a self-employed role with a leading firm
- Competitive salary and benefits package
What You'll Do:
You will be responsible for assisting experienced financial planners with client work, developing your skills in financial planning and administration, and learning from experienced professionals.
What We Offer:
Exchange Street Claims ltd is a leading firm in the financial services industry, and we offer a competitive salary and benefits package, as well as opportunities for career progression and professional development.
Join Our Team:
We are looking for a motivated and enthusiastic individual to join our team as an Apprentice Financial Planning Administrator. If you are passionate about financial planning and administration, and are looking for a career that offers opportunities for growth and development, we would love to hear from you.