Senior Financial Planning Specialist

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...

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...

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...

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 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.

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...

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...

Key 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...

**Talent Acquisition Specialist**CSG Talent is a global Executive Search company with a presence in several locations, including Leeds, London, Manchester, Dubai, Florida, and Australia. We operate across 30+ niche verticals, offering a unique approach and culture that focuses on personalized client service.We are currently seeking an experienced **Global...

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: 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...

Senior Wealth Management Assistant sought for leading financial services firm, Bartlett Group.This role focuses on the provision of financial plans and independent advice to a diverse range of existing private and corporate clients. You will work closely with our team of experienced Independent Financial Advisers to deliver exceptional client service.Your...

CSG Talent is a leading recruitment firm seeking an experienced Senior Talent Acquisition Specialist to join their team in the UK.This is an excellent opportunity to work with a highly successful organization, where you will have the chance to grow and develop your career in a rapidly expanding sector. The successful candidate will be responsible for...

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...

Accounting 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...

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...

**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...

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...