Apprentice Financial Services Professional
1 month ago
We are looking for an ambitious and motivated individual who has recently qualified with a Level 4 Diploma in Financial Planning / Financial Advice. As a Junior Financial Adviser, you will be responsible for:
- Meeting potential new clients to understand their current and future financial planning needs.
- Providing quality investment advice in accordance with current regulations and within the firm's standards and procedures.
- Maintaining the existing HNW client book and retaining existing clients.
- Building and maintaining a strong network of professional connections.
- Identifying and making suggestions to the investment propositions and making recommendations.
You will have around 1-3 years of experience working within the Financial Services sector, ideally within an IFA firm. You will have strong knowledge of pensions, investments, and retirement planning.
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Financial Services Professional
6 days ago
Leeds, Leeds, United Kingdom Quilter Financial Planning Full timePursue a Rewarding Career as a Financial Services ProfessionalWe are seeking a talented Financial Services Professional to join our team at Quilter Financial Planning. As a self-employed Mortgage advisor, you will have the opportunity to work independently, providing expert mortgage and protection advice to clients across the UK.The ideal candidate will...
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Financial Services Apprentice
1 week ago
Leeds, Leeds, United Kingdom RSM UK Full timeRSM UK is a top-tier audit, tax and consulting firm offering an exciting opportunity for a Financial Services Apprentice.About the RoleThis position comes with a competitive salary of £25,000 - £30,000 per annum, commensurate with experience.You will conduct audits and provide assurance services to a diverse range of clients, including owner-managed...
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Financial Services Professional
2 weeks ago
Leeds, Leeds, United Kingdom Tussell Limited Full timeAccounting, AdvisoryAt Tussell Limited, we are seeking a talented Financial Services Professional to join our team. As a school leaver apprentice, you will embark on a four-year training contract that offers invaluable experience in the field of accounting and advisory services.The role of an Associate Client Advisor is to ensure accurate and timely...
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Financial Services Professional
6 days ago
Leeds, Leeds, United Kingdom Getting In Limited Full timeJob DescriptionWe are seeking a talented Financial Services Professional to join our team. In this role, you will have the opportunity to gain valuable experience in accounting and finance.As an Accounting and Finance Apprentice, you will work closely with our experienced team to develop your skills and knowledge in financial services. You will be...
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Financial Services Apprentice
2 weeks ago
Leeds, Leeds, United Kingdom Bennett and Game Recruitment LTD Full timeBennett & Game Recruitment LTD is a leading independent firm of Chartered Accountants, seeking to expand their team by onboarding a bookkeeping apprentice. As a school leaver, college leaver, university graduate, or career transitioner looking to gain experience in accounting, this role is well-suited for you.Job OverviewProvide bookkeeping and VAT returns...
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Financial Apprentice Position
3 weeks ago
Leeds, Leeds, United Kingdom IPS Finance Full timeAre you a graduate looking to start your accounting career?We have an exciting opportunity for a Financial Apprentice at IPS Finance in Bradford.The estimated salary for this role is £28,000 - £38,000 per year, depending on experience and qualifications.In this position, you will work directly with the Financial Director and contribute to the success of...
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Financial Apprentice
1 week ago
Leeds, Leeds, United Kingdom Bennett And Game Recruitment Full timeA rewarding bookkeeping apprentice job is available in Leeds with Bennett & Game Recruitment.About the RoleYou will be responsible for bookkeeping and maintaining financial records using accounting software.This is an excellent opportunity to gain on-the-job experience and learn accounting skills.Contacting HMRC on behalf of clients and occasional payroll...
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Apprentice Professional
2 weeks ago
Leeds, Leeds, United Kingdom Turner & Townsend Group Full timeJob DescriptionYou will be enrolled in our five-year Apprentice Development Programme (ADP), which provides an opportunity to grow into a well-rounded apprentice while accelerating your career growth from day one.Your apprenticeship will start with building internal networks and deepening your understanding of Turner & Townsend and your service area.As an...
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Quilter Financial Planning Professional
7 days ago
Leeds, Leeds, United Kingdom Quilter Financial Planning Full timeJob Overview:Quilter Financial Planning is a dynamic and growing company that provides expert financial planning services to individuals and businesses. We are seeking a highly skilled and ambitious individual to join our team as a financial planner.Main Responsibilities:Managing client relationships and providing ongoing supportDeveloping and implementing...
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Administrative Assistant Financial Services
1 month ago
Leeds, Leeds, United Kingdom Exchange Street Claims ltd Full timeAbout the RoleExchange Street Claims ltd is seeking an ambitious and motivated individual to join their team as an Apprentice Financial Planning Administrator. In this role, you will play a key part in supporting the development of our clients' financial plans, working closely with experienced financial planners to deliver high-quality results.What We...
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Finance Apprentice Professional
16 minutes ago
Leeds, Leeds, United Kingdom Government jobs, apprenticeship Full timeJob DescriptionAre you interested in a career in finance?We are looking for a Finance Apprentice to join our team in Leeds. As a Finance Apprentice, you will be responsible for assisting with financial tasks and learning about the finance industry.The salary for this role is £18,000-£22,000 per year, depending on experience.This is a two-year...
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Financial Services Professional
2 weeks ago
Leeds, Leeds, United Kingdom Public Practice Recruitment Ltd Full timeWe are seeking a highly skilled Financial Services Professional to join our client's team in Leeds. This exciting opportunity comes with an estimated salary of £45,000 - £55,000 per annum and presents a chance to work on a wide range of financial services projects.Key responsibilities will include preparing financial statements, managing client...
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Apprentice Technical Services Professional
3 weeks ago
Leeds, Leeds, United Kingdom ENGINEERINGUK Full timeAbout the JobWe are seeking a highly motivated and organized individual to join our team as an IT Support Apprentice. As an apprentice, you will have the opportunity to learn and develop new skills while working in a fast-paced environment. Your main responsibility will be to complete your apprenticeship studies while gaining hands-on experience in IT...
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Financial Services Professional
1 month ago
Leeds, Leeds, United Kingdom BDO UK LLP Full timeUnlock Your Potential in Financial AdvisoryWe are seeking a talented Commercial Financial Graduate to join our team and embark on a challenging and rewarding career journey. As a member of our Advisory team, you will be involved in high-profile financial operations and deals, working closely with clients to deliver exceptional results.The role offers a...
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Financial Services Expert
6 days ago
Leeds, Leeds, United Kingdom Lowell Financial Ltd Full timeUnlock Business PotentialAs a Data Analyst at Lowell Financial Ltd, you will have the opportunity to make a real impact on our business and help us achieve our mission to make credit work better for all.What We're Looking ForWe're looking for a highly skilled and experienced Data Analyst who can bring a fresh perspective to our team. The ideal candidate will...
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Financial Services Career Opportunities
1 month ago
Leeds, Leeds, United Kingdom Lowell Financial Ltd Full timeAbout UsWe're on a mission to make credit work better for everyone. Our goal is to provide affordable solutions to individuals facing financial challenges. We strive to deliver exceptional customer experiences and foster a collaborative environment where our employees can grow and develop their skills.Job SummaryThis role offers an exciting opportunity to...
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Financial Services Professional
2 weeks ago
Leeds, Leeds, United Kingdom Heat Recruitment Full timeParaplanning Support OpportunityWe are looking for a highly skilled Paraplanner to join our team in Leeds, UK.In this role, you will provide technical support to Financial Advisors, helping them deliver exceptional service to their clients.You will be responsible for:Conducting research and preparing client reports.Analysing client portfolios and identifying...
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Professional Financial Services Representative
2 weeks ago
Leeds, Leeds, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a highly motivated Professional Financial Services Representative to join their team in Leeds. This role offers a challenging and rewarding opportunity to work with clients to meet their financial needs and provide tailored solutions.Responsibilities:The successful candidate will be responsible for:Building...
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Financial Services Professional
7 days ago
Leeds, Leeds, United Kingdom Brook Street UK Full timeSenior assurance managers at our organisation are dedicated to delivering exceptional service quality and business outcomes.We are seeking a results-driven professional with a strong background in financial services to join our team.This role offers a challenging and rewarding opportunity to work on a variety of projects, develop your skills, and contribute...
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Financial Services Professional
2 weeks ago
Leeds, Leeds, United Kingdom CV-Library Full timeJob Title: Senior Financial AdvisorEstimated Salary: £55,000 - £70,000 per annumJob Description:We are seeking a highly skilled Senior Financial Advisor to join our team in Halifax. As a key member of our accounting and auditing department, you will be responsible for managing financial systems and budgets, conducting financial audits, and providing expert...