Financial Planner Specialist

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 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 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.

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...

Company OverviewBartlett Group is a leading insurance broker and financial adviser, established in 1940. We pride ourselves on having a client-first culture and supportive working environment. Our private clients include families we have worked with for generations, and we are committed to creating meaningful and enjoyable careers for our colleagues across...

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...

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...

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...

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...

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...

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...

Company OverviewWe are a dynamic company in Horsforth, seeking a detail-oriented Estimator to play a key role in delivering successful refurbishment projects.

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...

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...

Job OverviewThis role involves providing bookkeeping and VAT return services for various-sized companies. The successful candidate will maintain financial records using spreadsheets and accounting software, contact HMRC on behalf of clients, and provide occasional payroll support.

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...

Salary:Dependent on experienceLocation:Horsforth, Leeds based Head Office but hybrid working available.Role:Bartlett Wealth Management currently have an opportunity for an experienced Paraplanner to join our team.This role focuses on the provision of financial plans and independent advice to a wide range of existing private and corporate clients. Working as...

**The Company**: Regional wealth management firm actively looking to recruit an experienced Paraplanner into their North Leeds site as an expansion to their technical team. Following a recent advisory hire this an additional hire into theiradviser support team, ideally looking to bring in someone with private wealth focused research/report writing experience...

IFA Administrator Location: North Leeds Looking for a new challenge? Wanting to work for reputable organisation, who not only offers career development, but study support, Private Health Insurance, free onsite parking, and so much more! NJR are currently working with a well established firm of Financial Advisers who are now looking to expand by recruiting...

We are looking for a **Pension Specialist & Wealth Assessor** in our Advice Standards Team who support our clients in delivering a high-quality advice checking/assessment service in line with Tenet core values, Service level agreements, FCAregulation and Tenet policy. **Salary is up to £40,000 per annum and the role is based in our Horsforth Head Office in...

Salary:Dependent on experienceLocation:Horsforth, Leeds based Head Office but hybrid working available.Role:Bartlett Wealth Management currently have an opportunity for an experienced Paraplanner to join our team.This role focuses on the provision of financial plans and independent advice to a wide range of existing private and corporate clients. Working as...

Salary:Dependent on experienceLocation:Horsforth, Leeds based Head Office but hybrid working available.Role:Bartlett Wealth Management currently have an opportunity for an experienced Paraplanner to join our team.This role focuses on the provision of financial plans and independent advice to a wide range of existing private and corporate clients. Working as...

Salary:Dependent on experienceLocation:Horsforth, Leeds based Head Office but hybrid working available.Role:Bartlett Wealth Management currently have an opportunity for an experienced Paraplanner to join our team.This role focuses on the provision of financial plans and independent advice to a wide range of existing private and corporate clients. Working as...

Job Description Salary: Dependent on experience Location: Horsforth, Leeds based Head Office but hybrid working available. Role: Bartlett Wealth Management currently have an opportunity for an experienced Paraplanner to join our team. This role focuses on the provision of financial plans and independent advice to a wide range of existing private and...

Job Introduction **Location:Horsforth** **Contracted Hours Available:16** **Please note this role is a fixed term contract.** Main Responsibilities We are passionate about celebrating our customers’ life moments and are now looking for a Team Leader to join our very successful Card Factory family to help fulfil this. With a real focus on customer...

Job Introduction **Location: horsforth** **Contracted Hours Available: 4** **This is a Fixed Term Contract.** Main Responsibilities We are passionate about celebrating our customers’ life moments and are now looking for a Sales Assistant to join our very successful Card Factory family to help fulfil this. The pace is fast, our standards are high and...

Job Introduction **Location: horsforth** **Contracted Hours Available: 4** Main Responsibilities We are passionate about celebrating our customers’ life moments and are now looking for a Sales Assistant to join our very successful Card Factory family to help fulfil this. The pace is fast, our standards are high and we’re proud of it, we lead the way...

**Company description** TigersMarketing is a fast growing sales representative company located within Leeds City Centre. **Job description** Here at TigersMarketing we are looking for new talent to join our quickly expanding team! This role requires applicants who are comfortable with a customer facing position. **Successful Applicants will**: - Have...

Bookkeeping Apprentice job in Leeds, no experience required, paying between £(phone number removed)k Bennett & Game are delighted to be representing one of Yorkshire's leading independent firms of Chartered Accountants, who, due to increased growth and demand, are looking to expand their team, onboarding a bookkeeping apprentice. This role is...

Horsforth, Leeds based Head Office but hybrid working available. This role focuses on the provision of financial plans and independent advice to a wide range of existing private and corporate clients. Working as part of a fast paced, friendly team, you will prepare written advice and provide technical support to a team of Independent Financial Advisers....

We are looking for a confident Care & Support Worker with a passion for delivering outstanding care. You’ll be working 42 hours a week (12 hour shifts, to include weekends) making a positive difference to the lives of the people in our care at Outwood Outwood is a residential service providing outcome focused care for adults with learning disabilities,...

Job Advert **Insurance Credit Officer** **The role ** Do you have a passion for Cash Collections or Receivables Management? Our Credit Department supports the Radius group of companies globally. We have credit management experts across thirteen countries, and we’d love to help you develop your career as a credit professional. If you want a role where...

Salary: Dependent on experience Location: Horsforth, Leeds based Head Office but hybrid working available. Role: Bartlett Wealth Management currently have an opportunity for an experienced Paraplanner to join our team. This role focuses on the provision of financial plans and independent advice to a wide range of existing private and corporate...