Financial Planning Expert

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...

Job OverviewBartlett Group is seeking an experienced Financial Planner Expert to join our team.The ideal candidate will have a strong background in paraplanning and be able to provide high-quality technical support to our Independent Financial Advisers.We offer a competitive salary of £30,000 - £45,000 per annum, depending on experience, as well as a range...

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...

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 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...

Accounting 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...

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...

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...

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 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...

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...

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...

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...

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...

Finding 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...

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...

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...

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...

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**Company Overview**CSG Talent is a leading Executive Search company operating globally, but based in Leeds. We specialize in 30+ niche verticals, allowing our teams to become experts in their fields. Our approach is different from other recruitment firms, focusing on providing a personalized service to our clients.We are currently looking for an experienced...