Financial Planning Expert

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...

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...

**Job Overview**We are seeking an experienced Financial Planning Expert to join our team in Leeds.About the Role:As a key member of our financial team, you will be responsible for month-end tasks and Balance Sheet reconciliations.You will possess excellent attention to detail and a track record of delivering high-quality results.**Benefits**A salary of up to...

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...

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...

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...

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,...

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...

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....

Are you a highly skilled financial analyst looking for a new challenge? Look no further than Lowell Financial Ltd. As a Commercial Performance Expert, you will have the opportunity to drive business growth by analyzing complex financial data and providing actionable insights.Key ResponsibilitiesConducting financial analysis to identify trends, patterns, and...

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...

Do you have experience in financial planning and analysis? We are looking for a Financial Management Expert to join our EngineeringUK team in Leeds.In this role, you will be responsible for creating financial plans, forecasting, and supporting annual projects to track investments accurately. You will also be responsible for managing overhead expenses,...

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...

Company Overviewabrdn Financial Planning & Advice Ltd, now part of Interactive Investor, has been helping customers achieve their financial goals for over 30 years. With a wide range of investments and expert advice, they strive to deliver the best possible outcomes for their clients.

Job SummaryWe are looking for a highly skilled Corporate Financial Analyst to join our team. As a Senior Finance Analyst, you will be responsible for supporting the Senior Finance Manager in delivering accurate financial planning and analysis globally.Main ResponsibilitiesWork closely with the finance team to ensure efficient processes for month-end close,...

About UsEversheds Sutherland is a leading global law firm with over 5,000 professionals across more than 30 countries. We provide full-service expertise, combined with deep niche and sector experience.Role OverviewWe are seeking an experienced Financial Planning Strategist to join our team in a highly collaborative environment. As a key member of our Pricing...

Data Quality and Compliance Expert Job at Lowell Financial LtdWe are seeking a Data Quality and Compliance Expert to join our team at Lowell Financial Ltd. As a Data Quality and Compliance Expert, you will be responsible for ensuring the accuracy and integrity of our data by implementing data quality controls and monitoring data sources.Your key...

Job DescriptionThe Turner & Townsend Group is seeking a skilled Cost Estimation and Planning Expert to join our team. As a key member of our cost management department, you will be responsible for developing and implementing cost-saving strategies on various construction projects.About the Role:Develop and implement cost-saving strategies, collaborating with...

About the RoleWe are seeking an experienced Regulatory Supervision Expert to join our team at IDEX Consulting Ltd. As a key member of the Supervision and Competency Oversight team, you will be responsible for providing regulatory supervision over our financial planning population and their adherence to the firm's Training and Competency scheme.Key...

Role OverviewWe are seeking a skilled Self-Employed Financial Adviser to join our clients' team of highly successful Financial Planners across the UK. As an independent firm, we offer whole market advice in various services including Wealth, Mortgages, Commercial Finance, Employee Benefits, and Protection.The ideal candidate will have a Diploma Qualified...