Wealth Management Coordinator

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...

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...

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...

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...

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 Summary:We are seeking a highly skilled Procurement Operations Coordinator to join our team. In this role, you will be responsible for coordinating procurement activities, managing relationships with suppliers, and ensuring compliance with company policies and procedures.Your primary focus will be on providing excellent customer service, communicating...

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...

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 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...

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 Description:As a Home Care Assistant Manager, you will be responsible for providing high-quality care and support to clients in their own homes. This will involve working closely with colleagues to deliver tailored care plans and ensuring that clients receive the best possible care and attention.Responsibilities:Delivering personalized care plans to meet...

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 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...

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 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...

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 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...

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 Description:We are looking for a highly motivated and efficient Domestic Cleaner to join our team at Felicity's Cleaning Company. As a Domestic Cleaner, you will be responsible for providing high-quality cleaning services to homes in Horsforth and ensuring that all areas of the home are maintained to the highest standards.Main Responsibilities:Perform...

In this position, you will be responsible for managing financial records, preparing VAT returns, and supporting clients with their bookkeeping needs. You will also assist with contacting HMRC and providing occasional payroll assistance. This is an excellent opportunity to develop your skills and gain experience in a dynamic and supportive work environment.