Financial Planning Assistant

Quilter Full-Time Financial Adviser Programme Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...

Job Title: Financial Planning AssistantA leading Financial Planning firm in Central Leeds is seeking a highly skilled Financial Planning Assistant to provide first-line administrative and technical support to their team of financial consultants. The ideal candidate will be responsible for maintaining client records, processing new business, and ensuring...

Are you an experienced **Financial Planning Administrator**, local to Headingley and looking for a new opportunity? **Benefits**: - Salary 25-30K depending on experience - Company pension - Group Life Assurance Scheme - 4x salary - Private medical insurance - Discretionary Bonus scheme - Training and development programme - 20 days holiday, increasing to...

My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments. We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the...

My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments.We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the...

**About Us**Austin Fraser is a leading Financial Planning firm based in Central Leeds, providing comprehensive financial services to businesses and individuals throughout the UK.We are seeking an experienced Financial Planning Assistant to join our growing team in Central Leeds. As a key member of our team, you will provide administrative and technical...

**About Armstrong Watson LLP** As an expanding business with 18 offices at present, Armstrong Watson LLP is a leading independent accountancy firm ranked in the top 30 firms of accountants and business advisers. With approximately 520 colleagues, our people and our culture are at the heart of what we do. We recognise the unique impact our employees have on...

This role is for you if you’re an experienced IFA administrator who would be open to some paraplanning duties. At this business you will benefit from being part of a large team, have hybrid working, great benefits, and due to growth plans, there will be opportunities and support to progress further within the business and your career. **The...

**About Armstrong Watson LLP** As an expanding business with 16 offices at present, Armstrong Watson LLP is a leading independent accountancy firm ranked in the top 35 firms of accountants and business advisers. With approximately 570 colleagues, our people and our culture are at the heart of what we do. We recognise the unique impact our employees have on...

Are you ready to take your financial administrative career to new heights? Look no further, join my clients dynamic team, where innovation meets expertise, and embark on a journey of professional growth and success. My client are looking for a Financial Planning Assistant to provide first line administrative and technical support. You will be the main point...

About UsLime People Search & Select Ltd is a reputable recruitment agency dedicated to connecting talented professionals with exciting job opportunities in the Financial Planning sector. We pride ourselves on delivering exceptional service and building long-lasting relationships with our clients and candidates.Job SummaryWe are seeking a highly skilled...

Company OverviewLime Search & Select Ltd is a leading Investment Management and Financial Planning firm based in Central Sheffield, providing sound financial advice to businesses and individuals. We are seeking a Junior Financial Adviser to join our team.

Based in Central Leeds, our client is a leading Financial Planning firm providing services to businesses and individuals throughout the UK.We are seeking a Financial Planning Assistant to join the growing team, providing administrative and technical support to Financial Planning Consultants and maintaining high client service standards.This role requires...

Leeds-based software development business is seeking an experienced Financial Planning Specialist to join their accounts function. This exciting opportunity offers a chance to work in a growing industry and progress your career in a commercially focused role.The ideal candidate will have a strong background in financial planning, with experience in monthly...

Company OverviewWe are Lime People Search & Select Ltd, a leading recruitment agency specializing in placing professionals within the Financial Planning sector. Based in Central Leeds, we have an excellent opportunity for a skilled Financial Planning Assistant. Our ideal candidate will possess strong administrative and technical skills, as well as excellent...

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 DescriptionWe are seeking an experienced Financial Planning Director to join our Finance team. As a key member of the leadership team, you will play a critical role in driving financial planning and analysis across the organization.About UsWe are Progeny, a leading provider of financial services. We create, enhance, and preserve wealth for our clients...

Job Title: Head of Financial Planning and AnalysisLocation: Leeds (Hybrid)About the Role:We are seeking a highly skilled Head of Financial Planning and Analysis to join our thriving Finance team. As a key member of our leadership team, you will play a pivotal role in delivering the strategic plan, annual budgeting and forecasting processes for the...

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...

**Role Description** This is a full-time on-site role for an Independent Financial Adviser (IFA) to be based in Leeds, West Yorkshire. The Financial Adviser will be responsible for providing financial planning services to clients, including retirement planning, investment funds advice, Personal and Business Protection advice and inheritance tax...