Current jobs related to Financial Planning Administrator - Leeds, Leeds - Taylor James Professional Recruitment

  • Financial Planning Administrator

    4 weeks ago

    Leeds, Leeds, United Kingdom Taylor James Professional Recruitment Full time

    IFA Administrator OpportunityOur esteemed client, a leading provider of financial services, is seeking a highly organized and detail-oriented IFA Administrator to join their team on a permanent basis.The ideal candidate will possess excellent administrative skills, with a strong background in financial planning and administration. Experience with Intelligent...

  • Financial Planning Administrator

    4 weeks ago

    Leeds, Leeds, United Kingdom Taylor James Professional Recruitment Full time

    IFA Administrator OpportunityOur esteemed client, a leading provider of financial services, is seeking a highly organized and detail-oriented IFA Administrator to join their team on a permanent basis.The ideal candidate will possess excellent administrative skills, with a strong background in financial planning and administration. Experience with Intelligent...

  • Financial Planning Administrator

    4 weeks ago

    Leeds, Leeds, United Kingdom Taylor James Professional Recruitment Full time

    IFA Administrator Job OpportunityWe are seeking a highly organized and experienced IFA Administrator to join our client's team in Leeds. As a key member of the financial planning team, you will be responsible for providing administrative support to financial planners and clients.Key Responsibilities:Process new business applications and transactions across...

  • Financial Planning Administrator

    4 weeks ago

    Leeds, Leeds, United Kingdom Taylor James Professional Recruitment Full time

    IFA Administrator Job OpportunityWe are seeking a highly organized and experienced IFA Administrator to join our client's team in Leeds. As a key member of the financial planning team, you will be responsible for providing administrative support to financial planners and clients.Key Responsibilities:Process new business applications and transactions across...

  • Financial Planning Assistant

    4 weeks ago

    Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full time

    Financial 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 time

    Financial 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 time

    Financial 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 time

    Financial 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 Administrator

    1 month ago

    Leeds, Leeds, United Kingdom GCB Recruitment Full time

    Financial Administrator RoleWe are seeking a highly organized and efficient Financial Administrator to join our team at GCB Recruitment. As a Financial Administrator, you will play a crucial role in supporting our clients' financial planning needs.Key Responsibilities:Process financial transactions, including authority letters and data gathering for client...

  • Financial Administrator

    1 month ago

    Leeds, Leeds, United Kingdom GCB Recruitment Full time

    Financial Administrator RoleWe are seeking a highly organized and efficient Financial Administrator to join our team at GCB Recruitment. As a Financial Administrator, you will play a crucial role in supporting our clients' financial planning needs.Key Responsibilities:Process financial transactions, including authority letters and data gathering for client...

  • Financial Planning and Analysis Manager

    1 month ago

    Leeds, Leeds, United Kingdom Lowell Financial Ltd Full time

    Financial 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...

  • Financial Planning and Analysis Manager

    1 month ago

    Leeds, Leeds, United Kingdom Lowell Financial Ltd Full time

    Financial 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...

  • Financial Planning and Analysis Manager

    4 weeks ago

    Leeds, Leeds, United Kingdom Lowell Financial Ltd Full time

    Financial 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

    4 weeks ago

    Leeds, Leeds, United Kingdom Lowell Financial Ltd Full time

    Financial 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

    3 weeks ago

    Leeds, Leeds, United Kingdom Lowell Financial Ltd Full time

    Financial 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

    3 weeks ago

    Leeds, Leeds, United Kingdom Lowell Financial Ltd Full time

    Financial 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

    2 months ago

    Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full time

    Financial 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...

  • Financial Planning Assistant

    2 months ago

    Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full time

    Financial 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...

  • Financial Planning Coordinator

    6 days ago

    Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full time

    Financial Planning Coordinator Role OverviewWe are seeking a skilled Financial Planning Coordinator to join our team 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.The ideal candidate will have 2+ years of experience in a...

  • Financial Planning Assistant

    1 month ago

    Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Paraplanner 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...

Financial Planning Administrator

2 months ago

Leeds, Leeds, United Kingdom Taylor James Professional Recruitment Full time

Our client, a reputable financial services firm, is seeking a skilled IFA Administrator to join their team. As a key member of the team, you will be responsible for processing new business applications, submitting transaction requests, and maintaining accurate client records. The ideal candidate will have experience in IFA administration, knowledge of provider platforms, and excellent organizational skills. In return, you will enjoy a competitive salary, home working options, and opportunities for career progression. If you are a motivated and detail-oriented individual looking to advance your career in financial services, please submit your application.