Paraplanner - Financial Services Professional

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...

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...

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...

Job OverviewThe Bartlett Group is a leading insurance broker and financial adviser with a long history of providing expert financial guidance to businesses and individuals across the UK.We are currently seeking an experienced Paraplanner to join our team in Horsforth, Leeds. The successful candidate will have excellent analytical and communication skills, as...

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 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...

About the RoleWe are seeking a highly skilled Paraplanner to join our team in Horsforth, Leeds. The successful candidate will have excellent analytical and communication skills, as well as a strong understanding of financial planning concepts.This role offers the opportunity to work closely with our team of Advisers to provide high-quality financial advice...

Salary:Dependent on experienceLocation:Horsforth, Leeds based Head Office but hybrid working available.Role:Bartlett Wealth Management currently have an opportunity for an experienced Paraplanner to join our team.This role focuses on the provision of financial plans and independent advice to a wide range of existing private and corporate clients. Working as...

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...

About the PositionWe are seeking a highly skilled Financial Services Specialist 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.Responsibilities• Identify clients' financial planning needs and opportunities through...

Job Title: Financial Services AssistantWe are seeking a highly motivated and detail-oriented Financial Services Assistant to join our team at Buckle Barton Limited. As a key member of our accounting team, you will be responsible for maintaining accurate financial records, preparing VAT returns, and providing exceptional customer service.About the...

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...

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...

Job 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...

The 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...

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...

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...

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...

Job OverviewBuckle Barton Limited is seeking an experienced Accounting and Bookkeeping Apprentice to join their team. This role involves providing bookkeeping, VAT returns, and financial record maintenance services for various size companies.Key Responsibilities:Maintain accurate financial records using spreadsheets and accounting softwareContact HMRC on...

**About Us**CSG Talent is an Executive Search company with a global presence, headquartered in Leeds and operating across 30+ niche verticals. We offer a unique approach and culture, removing the idea of 'one size fits all' from our hiring and development practices.We are currently seeking an experienced **Executive Recruitment Professional** to join our...