Compliance Support Specialist
3 weeks ago
About the Role: Bartlett Group is looking for an experienced Paraplanner to join our team in Horsforth, Leeds. As a key member of our financial planning department, you will provide high-quality technical support and analysis to our Independent Financial Advisers.
Job Summary:
- Provide comprehensive financial planning advice to private and corporate clients
- Prepare written reports and recommendations for clients
- Support our team of Advisers with research and administrative tasks
Key Responsibilities:
- Analyse client objectives and circumstances to identify holistic financial planning needs and opportunities
- Undertake high-quality technical research and administrative tasks to support our team of Advisers
- Bespoke fund and portfolio research on clients' existing portfolios
- Carry out whole of market research for non-CIP products and solutions
- Liaise closely with Compliance, external technical support, provider contacts etc.
- Develop company templates, processes, and procedures along with participating in ad-hoc projects as and when required
- Prioritise and self-manage your own workflow to ensure deadlines are met, keeping Advisers up to date with progress
Requirements:
- Diploma qualified (any targets to progress beyond this will be fully supported by the company)
- Strong literacy and numerical abilities are critical
- A professional, driven, client-centric approach
- Previous Paraplanning experience within an independent firm
- In-depth knowledge of pensions, investments, and protection within both private and corporate client wealth management advice
Benefits:
- Competitive salary: £35,000 - £45,000 per annum
- Enhanced pension contributions (5% employee, 7% employer)
- Private healthcare
- Income protection
- Wellbeing allowance (for use towards health and lifestyle costs)
- 25 days annual leave + bank holidays (+ option to buy/sell up to 5 additional days)
- Volunteer days
- Annual salary reviews
- Frequent social events
- CII membership and funded study
-
Care Support Specialist
6 days ago
Horsforth, Leeds, United Kingdom Care By Us Ltd Full timeJob OverviewCare By Us Ltd is seeking a dedicated and compassionate Care Support Specialist to join our team. As a Care Support Specialist, you will have the opportunity to make a meaningful difference in the lives of our clients by providing personalized care and support in their own homes.Salary: £20,000 - £25,000 per annum (dependent on experience)About...
-
Care Support Specialist
4 days ago
Horsforth, Leeds, United Kingdom City & County Healthcare Group Full timeAbout the RoleWe are seeking a dedicated and compassionate Care Support Specialist to join our team at City and County Healthcare Group Ltd. As a Care Support Specialist, you will play a vital role in supporting our clients to live safer and supported lives in their own homes.Job DescriptionOur Care Assistants are the extraordinary people who do the everyday...
-
Care Support Specialist
2 weeks ago
Horsforth, Leeds, United Kingdom City & County Healthcare Group Full timeAbout the RoleAs a Care Support Specialist at City & County Healthcare Group, you will play a vital role in delivering high-quality care services to our clients. You will be responsible for supporting individuals with their daily needs, including personal care, medication management, and household tasks. We are seeking a compassionate and empathetic...
-
Care Support Specialist
2 months ago
Horsforth, Leeds, United Kingdom Advantage Healthcare Full timeJob Title:Care Support SpecialistAbout the Role:We are seeking a compassionate and dedicated individual to join our team as a Care Support Specialist. This role will involve supporting clients in their daily lives by helping with personal care, medication, and practical tasks such as shopping and housework.Key Responsibilities:Assisting clients with personal...
-
IT Security Specialist
3 weeks ago
Horsforth, Leeds, United Kingdom Interface Recruitment UK Full timeJob Title: IT Security SpecialistInterface Recruitment UK is seeking a highly skilled IT Security Specialist to join our team. The successful candidate will have expertise in SIEM solutions, security incident management, and threat investigation.About the CompanyAt Interface Recruitment UK, we understand the importance of effective cybersecurity measures....
-
Experienced Conveyancing Support Specialist
5 days ago
Horsforth, Leeds, United Kingdom Sacco Mann Full timeWe require an Experienced Conveyancing Support Specialist to join our busy conveyancing team at Sacco Mann. The ideal candidate will have significant experience in residential conveyancing, specifically dealing with initial enquiries, requesting property searches, and drafting correspondence.Main Responsibilities:Preparing files for exchange and...
-
Cybersecurity Specialist
6 days ago
Horsforth, Leeds, United Kingdom Interface Recruitment UK Full timeJob DescriptionWe are seeking a skilled Cybersecurity Specialist to join our team at Interface Recruitment UK. The successful candidate will have experience in managing and responding to security alerts from systems and end users.About the RoleThe Microsoft Security Professional will be responsible for maintaining and tuning the Microsoft Sentinel SIEM...
-
Financial Planning Specialist
3 weeks ago
Horsforth, Leeds, United Kingdom Bartlett Group Full timeJob Title:Financial Planning SpecialistAbout the Role:Bartlett Group is seeking an experienced Paraplanning professional to provide financial plans and independent advice to clients.Your Key Responsibilities:Analyse client objectives and circumstances to identify holistic financial planning needs and opportunities.Undertake high-quality technical research...
-
Financial Planner Specialist
3 weeks ago
Horsforth, Leeds, United Kingdom Bartlett Group Full timeThe Bartlett Group is seeking a highly skilled Financial Planner Specialist to join our team in Horsforth, Leeds.This role involves providing financial plans and independent advice to a wide range of existing private and corporate clients. Working closely with our team of Independent Financial Advisers, you will prepare written advice and provide technical...
-
Financial Assistant Role
4 weeks ago
Horsforth, Leeds, United Kingdom Austin Fraser Full timeAccounting Support Specialist RequiredOur client, a respected independent firm of Chartered Accountants, seeks an experienced Accounting Support Specialist in Horsforth, Leeds. This role involves working closely with our audit and accounts teams.The successful candidate will have at least six months' experience in audit and accounts roles, with excellent...
-
Financial Records Specialist
1 month ago
Horsforth, Leeds, United Kingdom Buckle Barton Limited Full timeJob OverviewBuckle Barton Limited is a reputable company seeking an experienced Financial Records Specialist to join our team.This role involves maintaining accurate financial records using spreadsheets and accounting software, as well as occasional payroll support for various size companies.
-
Accounting Support Specialist
4 weeks ago
Horsforth, Leeds, United Kingdom Austin Fraser Full timeFinding Success as an Audit and Accounts AssistantThis opportunity allows you to develop your skills and expertise in audit and accounts, working with a leading firm of Chartered Accountants in Horsforth, Leeds.You will be responsible for preparing and reviewing financial statements, conducting research and analysis, and developing relationships with...
-
Wealth Planning Specialist
3 weeks ago
Horsforth, Leeds, United Kingdom Bartlett Group Full timeKey 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...
-
Horsforth, Leeds, United Kingdom Buckle Barton Limited Full timeJob OverviewThis role involves providing bookkeeping and VAT return services for various-sized companies. The successful candidate will maintain financial records using spreadsheets and accounting software, contact HMRC on behalf of clients, and provide occasional payroll support.
-
Wealth Management Specialist
3 weeks ago
Horsforth, Leeds, United Kingdom Bartlett Group Full timeFinancial 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...
-
Senior Financial Planning Specialist
3 weeks ago
Horsforth, Leeds, United Kingdom Bartlett Group Full timeJob 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...
-
Nursery and Childcare Professional
4 weeks ago
Horsforth, Leeds, United Kingdom Veritas Education Recruitment Ltd Full timeNursery and Childcare Professional - Outdoor SpecialistThis is an exciting opportunity to work with our team as an Outdoor Specialist in a nursery setting. The ideal candidate will have a strong passion for outdoor learning and experience working with children aged 2-5 years old.About the Role:The successful candidate will be responsible for designing and...
-
Junior Accounting Specialist
3 weeks ago
Horsforth, Leeds, United Kingdom Buckle Barton Limited Full timeAccounting and Bookkeeping OpportunityBuckle Barton Limited is a leading independent firm of Chartered Accountants providing audit, accountancy, tax, and advisory services to private clients, entrepreneurs, SMEs, and owner-managed businesses throughout the UK and Europe.We are looking for a Junior Accounting Specialist to join our team in Leeds. This is a...
-
Cybersecurity Specialist
1 month ago
Horsforth, Leeds, United Kingdom Interface Recruitment UK Full timeJob Title: Microsoft AdministratorKey ResponsibilitiesSecurity Risk Management: Identify, mitigate, and strengthen resilience to cyber-attacks and security incidents through proactive measures.Security Incident Management: Assist in managing and responding to security incidents, ensuring timely and effective resolution.Microsoft Sentinel SIEM Solution:...
-
Electrical Design Specialist
6 days ago
Horsforth, Leeds, United Kingdom Austin Fraser Full timeAustin Fraser is a leading independent design consultancy based in the north of Leeds. Our company has experienced significant growth over the past decade, becoming a prominent centre for building services design.We are currently seeking an Electrical Design Specialist to join our team. This role will involve supporting our Principal Engineers with the...