Financial Planning Assistant
1 week ago
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
- 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.
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Financial Planning Assistant
3 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...
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Financial Planning Assistant
3 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...
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Financial Planning Assistant
6 days ago
Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full timeFinancial Planning AssistantLime People Search & Select Ltd is seeking a skilled Financial Planning Assistant to join their team. As a key member of the Investment Management & Financial Planning firm, you will be responsible for providing high-quality financial advice to clients and supporting the wider support team.Key Responsibilities:Meet with potential...
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Financial Planning Assistant
6 days ago
Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full timeFinancial Planning AssistantLime People Search & Select Ltd is seeking a skilled Financial Planning Assistant to join their team. As a key member of the Investment Management & Financial Planning firm, you will be responsible for providing high-quality financial advice to clients and supporting the wider support team.Key Responsibilities:Meet with potential...
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Financial Planning Assistant
6 days 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. 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...
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Financial Planning Assistant
6 days 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. 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...
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Financial Planning Assistant
2 weeks 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 weeks 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
3 weeks ago
Leeds, Leeds, United Kingdom Reward Recruitment Full timeJob DescriptionJob Title: ParaplannerCompany: Reward RecruitmentJob Type: Full-timeIndustry: Financial ServicesLocation: Remote (with occasional travel to client sites)About the Role:We are seeking a highly skilled and motivated Paraplanner to join our team at Reward Recruitment. As a Paraplanner, you will play a critical role in supporting our financial...
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Financial Planning Assistant
2 weeks ago
Leeds, Leeds, United Kingdom Reward Recruitment Full timeJob DescriptionJob Title: ParaplannerCompany: Reward RecruitmentJob Type: Full-timeIndustry: Financial ServicesLocation: Remote (with occasional travel to client sites)About the Role:We are seeking a highly skilled and motivated Paraplanner to join our team at Reward Recruitment. As a Paraplanner, you will play a critical role in supporting our financial...
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Financial Planning Assistant
2 weeks 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
2 weeks 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
2 days 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, you will play a key role in helping clients achieve their financial goals. You will work closely with experienced...
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Financial Planning Assistant
2 days 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, you will play a key role in helping clients achieve their financial goals. You will work closely with experienced...
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Financial Planning Assistant
3 days 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 days 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
1 week ago
Leeds, Leeds, United Kingdom Reward Recruitment Full timeParaplanning RoleWe are seeking a skilled Paraplanner to join our team at Reward Recruitment Limited.About the Role:The successful candidate will be responsible for preparing financial plans, suitability reports, and letters. They will also assist with client meetings, manage workflows, and process improvements.Key Responsibilities:Prepare comprehensive...
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Financial Planning Assistant
1 week ago
Leeds, Leeds, United Kingdom Reward Recruitment Full timeParaplanning RoleWe are seeking a skilled Paraplanner to join our team at Reward Recruitment Limited.About the Role:The successful candidate will be responsible for preparing financial plans, suitability reports, and letters. They will also assist with client meetings, manage workflows, and process improvements.Key Responsibilities:Prepare comprehensive...
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Financial Planning Assistant
6 days ago
Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full timeFinancial Planning Assistant OpportunityLime Search & Select Ltd is seeking a highly motivated 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 vital role in providing exceptional client service and supporting our team of experienced...
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Financial Planning Assistant
6 days ago
Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full timeFinancial Planning Assistant OpportunityLime Search & Select Ltd is seeking a highly motivated 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 vital role in providing exceptional client service and supporting our team of experienced...