Senior Wealth Management Assistant

Financial Planning RoleWe are seeking an experienced Paraplanner to join our team at Bartlett Group, a leading insurance broker and financial adviser. As a Paraplanner, you will be responsible for preparing high-quality financial plans and independent advice for a wide range of clients.Main Responsibilities:Analyse client objectives and circumstances to...

Job Title:Paraplanning ProfessionalAbout the Job:We are seeking a highly skilled Paraplanning professional to provide expert financial planning and independent advice to our clients. As a key member of our team, you will play a crucial role in delivering exceptional client experiences.Your Key Responsibilities:Analyse client objectives and circumstances to...

About the RoleBartlett Group is seeking an experienced Paraplanning Expert to join our team in Horsforth, Leeds. As a key member of our financial services team, you will play a crucial role in providing high-quality support to our Independent Financial Advisers.Key Responsibilities• Analyze clients' objectives and circumstances to identify holistic...

Key ResponsibilitiesThe Senior Paraplanning Professional will be responsible for producing comprehensive and compliant recommendation reports using standardised templates and free text.You will work collaboratively with Compliance, external technical support, provider contacts, and other stakeholders to ensure that all recommendations meet the required...

Salary and BenefitsWe are offering a competitive salary of £32,500 per annum, based on the national average for a Paraplanner in the UK. Our benefits package includes enhanced pension contributions, private healthcare, income protection, wellbeing allowance, and 25 days annual leave + bank holidays.Key ResponsibilitiesAnalysing clients' objectives and...

Job DescriptionThe Bartlett Group is seeking an experienced Paraplanner to join our team in Horsforth, Leeds. This role focuses on the provision of financial plans and independent advice to a wide range of existing private and corporate clients.The successful candidate will be responsible for analysing client objectives and circumstances to identify holistic...

Wealth Management Career OpportunityBartlett Group, a renowned insurance broker and financial adviser, is looking for an experienced Paraplanner to join its team. As a Paraplanner, you will play a vital role in providing high-quality financial plans and independent advice to a diverse range of clients.Key Duties:Prepare comprehensive and compliant...

Job OverviewA Senior Talent Acquisition Manager role has become available at CSG Talent in the UK, offering a unique opportunity to grow within a booming sector.This position provides a chance to support clients globally and benefit from flexible working arrangements, a competitive package, and an uncapped commission structure with no threshold.The ideal...

Job Title:Wealth Management CoordinatorAbout the Company:Bartlett Group is a leading insurance broker and financial adviser established in 1940. We have been recognised for our focus on clients and employees, winning several awards including UK Broker of the Year and Best Employer at the Yorkshire Financial Awards.About the Role:We are seeking a skilled...

About the JobBartlett Group is seeking a skilled Wealth Planning Professional to join our team in Horsforth, Leeds. As a key member of our financial services team, you will play a crucial role in supporting our Independent Financial Advisers in delivering high-quality services to our clients.Main Responsibilities• Assist in the preparation of comprehensive...

Job Description:As a Home Care Assistant Manager, you will be responsible for providing high-quality care and support to clients in their own homes. This will involve working closely with colleagues to deliver tailored care plans and ensuring that clients receive the best possible care and attention.Responsibilities:Delivering personalized care plans to meet...

About the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at Bartlett Group. This is an exciting opportunity for a motivated individual to take on a key role in providing financial planning and advice to our clients.Job DescriptionThe successful candidate will be responsible for analysing clients' objectives and...

Financial Planning OpportunityWe are seeking an experienced Paraplanner to join our team at Bartlett Group, a leading insurance broker and financial adviser. This role focuses on providing high-quality financial plans and independent advice to a wide range of clients.Key Responsibilities:Analyse client objectives and circumstances to identify holistic...

About the JobCity and County Healthcare Group Ltd is seeking a skilled Healthcare Assistant Professional to join our team. The successful candidate will be responsible for providing exceptional care and support to our clients in their own homes.Key ResponsibilitiesAs a Healthcare Assistant Professional, you will:Follow individual care plans and assist with...

Job OverviewAston Charles, a renowned recruitment agency specializing in General Insurance and Financial Services, presents an exciting opportunity for a Senior Account Handler/Trainee Account Executive. This role is ideal for those seeking a challenging position with ample scope for career growth and development.The successful candidate will be responsible...

CSG Talent is a leading recruitment firm seeking an experienced Senior Talent Acquisition Specialist to join their team in the UK.This is an excellent opportunity to work with a highly successful organization, where you will have the chance to grow and develop your career in a rapidly expanding sector. The successful candidate will be responsible for...

Sacco Mann is looking for an experienced Conveyancing Assistant to support our residential conveyancing team. The ideal candidate will have a proven track record of working in a similar role, handling initial enquiries, requesting property searches, and drafting correspondence.Key Responsibilities:Assisting with exchange and completionLiaising with...

Job DescriptionThe bookkeeping apprentice will be responsible for various tasks, including:Bookkeeping and VAT returns for companies of different sizesMaintaining financial records using spreadsheets and accounting softwareContacting HMRC on behalf of clientsOccasional payroll supportClient Interaction - Communicating with clients to gather financial...

About the Role: Bartlett Group is seeking an experienced Paraplanner to join our team in Horsforth, Leeds. This is a fantastic opportunity to work in a fast-paced environment, supporting our team of Independent Financial Advisers.Job Description:Salary:£35,000 - £45,000 per annumKey Responsibilities:Provide high-quality financial planning advice to private...

Bartlett Group is a leading insurance broker and financial adviser with a rich history dating back to 1940. We pride ourselves on having a client-first culture and supportive working environment.We are currently seeking a highly skilled Paraplanner - Financial Services Professional to join our team in Horsforth, Leeds.This role involves providing financial...