Current jobs related to Financial Planning Expert - Leeds, Leeds - NJR Recruitment


  • Leeds, Leeds, United Kingdom Quilter Financial Planning Full time

    Pursue a Rewarding Career as a Financial Services ProfessionalWe are seeking a talented Financial Services Professional to join our team at Quilter Financial Planning. As a self-employed Mortgage advisor, you will have the opportunity to work independently, providing expert mortgage and protection advice to clients across the UK.The ideal candidate will...


  • Leeds, Leeds, United Kingdom Austin Fraser Full time

    Our client is a prominent financial services company based in the heart of Central Leeds, providing expert guidance on pensions and retirement planning, as well as investments. We are currently seeking an experienced Financial Planning Assistant to join their growing team in Central Leeds offices.The primary role involves providing administrative and...


  • Leeds, Leeds, United Kingdom IPS Group Full time

    At IPS Group, we are seeking an exceptional Financial Planning Expert to contribute to our strategic growth.The successful candidate will be responsible for developing and implementing long-term financial plans in support of our expansion and acquisition strategy.We estimate the salary for this role to be £75,000 - £85,000 per annum, depending on...


  • Leeds, Leeds, United Kingdom Austin Fraser Full time

    Job Title: Financial Planning ExpertAbout the Role:We are seeking a highly skilled Financial Planning Assistant to support our Financial Planning Consultants in Central Leeds. The successful candidate will provide first-line administrative and technical support, ensuring exceptional client service at all times.Responsibilities:Support Financial Advisers with...


  • Leeds, Leeds, United Kingdom Marks Sattin (UK) Ltd Full time

    Marks Sattin (UK) Ltd is a leading recruitment agency in the Financial Services Industry, recognized for its award-winning performance and modern ways of working.We are seeking a highly skilled Financial Planning and Analysis Expert to join our team.The Role:Develop and execute strategic financial plans to drive business growth and profitability.Monitor and...


  • Leeds, Leeds, United Kingdom Quilter Financial Planning Full time

    We are a values-led business seeking a motivated Mortgage & Protection Adviser to join our team on a self-employed basis. As a Four Nations Mortgages adviser, you will provide expert guidance to clients across the UK, helping them achieve their financial goals.Your key responsibilities will include:Delivering exceptional customer experiences through tailored...


  • Leeds, Leeds, United Kingdom Medical Protection Society Full time

    About the RoleWe are seeking a highly skilled Financial Planning and Analysis Expert to join our team at Medical Protection Society. The successful candidate will play a key role in providing insightful financial analysis and data-driven recommendations to support business growth and profitability.As a Financial Planning and Analysis Expert, you will be...


  • Leeds, Leeds, United Kingdom Marks Sattin Full time

    Job OverviewWe are seeking a Financial Planning Expert to join our team in Leeds on a 4-5 months FTC. This role involves managing month-end activities, reconciliations, and ensuring attention to detail.Salary: Up to £45k - £50k (equivalent)Working Arrangement: Hybrid working model - 3 days in the officeAbout the RoleThis is an excellent opportunity for a...


  • Leeds, Leeds, United Kingdom Quilter Financial Planning Full time

    A Challenging and Rewarding Career OpportunityWe are currently seeking a highly skilled Senior Mortgage Advisor to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert mortgage and protection advice to clients across the UK, working on a self-employed basis.The ideal candidate will possess...


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

    At our client, a leading Investment Management & Financial Planning firm in Central Sheffield, they manage clients' money and provide sound financial advice to businesses and individuals. They are seeking a Junior Financial Adviser with a Diploma in Financial Advice / Planning to take their first step into advice.">Key ResponsibilitiesMeet potential new...


  • Leeds, Leeds, United Kingdom CV-Library Full time

    Are you an experienced administrative professional looking to advance your career in financial services? We have a fantastic opportunity for a highly skilled Financial Planning Support Specialist to join our team at CV-Library.The ideal candidate will possess excellent organizational and communication skills, with the ability to work collaboratively as part...


  • Leeds, Leeds, United Kingdom Progeny Full time

    About the JobThe successful candidate will have substantial experience in financial planning and analysis, with a strong track record of delivering high-quality financial results. You will work closely with senior management to develop and implement financial strategies, analyze financial data, and provide expert advice. If you have a passion for finance and...


  • Leeds, Leeds, United Kingdom Solera Corporation Full time

    Company OverviewSolera Corporation is a global leader in data and software services that aims to transform every touchpoint of the vehicle lifecycle into a connected digital experience. Additionally, the company provides products and services to protect life's other most important assets: homes and digital identities. With over 300 million digital...


  • Leeds, Leeds, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is a leading recruitment agency, and we are currently looking for a highly skilled Financial Adviser (Qualified) to join our team in Leeds.The ideal candidate will have excellent communication and negotiation skills, as well as the ability to analyse market data and provide accurate financial guidance. In return, you will...

  • Mortgage Consultant

    3 weeks ago


    Leeds, Leeds, United Kingdom Quilter Financial Planning Full time

    Unlock Your Earning Potential as a Mortgage ConsultantWe are seeking a skilled Mortgage Consultant to join our team at Quilter Financial Planning. As a Self-Employed Mortgage professional, you will have the opportunity to work on a flexible basis, providing high-quality mortgage and protection advice to clients across the UK.With a competitive revenue share...


  • Leeds, Leeds, United Kingdom CV-Library Full time

    We are seeking a highly skilled Financial Planning Expert to join our team at CV-Library. As a key member of our financial planning team, you will be responsible for providing expert advice and guidance to clients, as well as supporting our financial planning consultants with administrative tasks.The ideal candidate will possess a strong understanding of...


  • Leeds, Leeds, United Kingdom IPS Finance Full time

    About the RoleWe are seeking a highly skilled Chartered Accountant to join our team in Leeds.This is an excellent opportunity for a career-minded professional to transition into industry from a firm of accountants.As a Partner Support Specialist, you will work closely with Partners across the UK and overseas, providing support with financial planning,...


  • Leeds, Leeds, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Paraplanner - LeedsSalary: £40,000We are partnering with a dynamic firm in Leeds to find a skilled paraplanner who can assist their financial planners in formulating client advice and provide technical support. The ideal candidate will have at least 2 years of experience and a strong understanding of the financial planning process.To aid the Financial...


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

    Financial Planning CoordinatorWe are a leading financial services firm based in Central Leeds, offering expert support to businesses and individuals throughout the UK.About the RoleThis is an exciting opportunity to provide administrative and technical support to our Financial Planning Consultants, maintaining exceptional client service standards at all...

  • Financial Expert

    4 weeks ago


    Leeds, Leeds, United Kingdom Sharp Consultancy Full time

    Company OverviewSharp Consultancy is a dynamic retail business that offers a unique opportunity to work in finance. Our team is dedicated to ensuring accurate and timely month-end accounts with insightful commentary. This role will play a crucial part in our company's success.Job DescriptionWe are seeking a highly skilled Financial Expert to join our team....

Financial Planning Expert

1 week ago


Leeds, Leeds, United Kingdom NJR Recruitment Full time

NJR Recruitment is pleased to collaborate with an esteemed firm of Independent Financial Planners in expanding their team from their Leeds office.

This opportunity suits a seasoned Advisor who has delivered face-to-face advice on various financial products, including Pensions and Investments. The role involves servicing a full client base, requiring strong communication skills and the ability to provide tailored solutions.

Key aspects of this position include:

  • Delivering high-quality advice to clients on financial matters
  • Maintaining a thorough understanding of financial products and services
  • Collaborating with colleagues to achieve business objectives

The successful candidate will have a proven track record in providing expert financial guidance, ideally within an independent setting.

In terms of compensation, we estimate the salary for this position to be around £60,000 per annum, commensurate with experience.