Financial Planning Assistant
4 weeks ago
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 role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of contact for clients, and maintain a high level of client service at all times.
Specifically you'll: Provide relevant documentation ahead of FPC client meetings; Obtain relevant research relating to proposed advice; Compile suitability letters based on the advice being given; Process new business; Ensure accurate completion of compliance requirements; Respond to client queries; • Maintaining client records on XPlan; Liaise with life offices and providers; Ensure the administrative requirements are completed for the Client Review Process; Contribute to new business development; Proactively maintaining a high level of client service; Carry out other administrative related tasks as required in support of the FPC.
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Financial Planning Assistant
3 weeks ago
Ledston, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
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Head Of Financial Planning And Analysis
4 weeks ago
Ledston, United Kingdom Progeny Full timeRole: Head of Financial Planning and Analysis (FP&A) Location: Leeds (Hybrid) As Head of Financial Planning and Analysis, you will join our thriving Finance team through an exciting phase of growth.You will play an integral role in delivering the strategic plan, annual budgeting and forecasting processes for the business, whilst driving financial analysis,...
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Head Of Financial Planning Analysis
1 month ago
Ledston, United Kingdom Membership Bespoke Full timeProfessional Membership Body Remote working with visits to Oxford office £66,310 + benefits including Private Healthcare, Pension and Holiday entitlement of 35 days leave per annum (this includes the normal public, bank and internal holidays) Annual pay reviews, PRP uplift, My client a reputable and established international professional membership body is...
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Head Of Financial Planning And Analysis
3 weeks ago
Ledston, United Kingdom Progeny Full timeHead of Financial Planning and Analysis (FP&A) Department: FinanceEmployment Type: Full TimeLocation: Leeds, UKDescription As Head of Financial Planning and Analysis, you will join our thriving Finance team through an exciting phase of growth. You will play an integral role in delivering the strategic plan, annual budgeting and forecasting processes for the...
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Head Of Financial Planning And Analysis
4 weeks ago
Ledston, United Kingdom Progeny Full timeJob Description Role: Head of Financial Planning and Analysis (FP&A) Location: Leeds (Hybrid) As Head of Financial Planning and Analysis, you will join our thriving Finance team through an exciting phase of growth.You will play an integral role in delivering the strategic plan, annual budgeting and forecasting processes for the business, whilst driving...
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Director Of Financial Planning
1 month ago
Ledston, United Kingdom Mbf Full timeJob Advertisement: Financial Planning Director / Head of UK Financial Planning Location: Flexible, UK based with occasional travel to London & Yorkshire offices Salary: Negotiable, dependent on experience and qualifications Benefits: Pension, Private Medical Insurance (PMI), Death in Service (DIS), and more Are you ready to take the reins of a growing...
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Head Of Financial Planning And Analysis
1 month ago
Ledston, United Kingdom Progeny Full timeDescription As Head of Financial Planning and Analysis, you will join our thriving Finance team through an exciting phase of growth.You will play an integral role in delivering the strategic plan, annual budgeting and forecasting processes for the business, whilst driving financial analysis, modelling, and forecasting activity.With strong analytical skills...
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Head Of Financial Planning And Analysis
3 weeks ago
Ledston, United Kingdom Progeny Full timeDescription: As Head of Financial Planning and Analysis, you will join our thriving Finance team through an exciting phase of growth. You will play an integral role in delivering the strategic plan, annual budgeting and forecasting processes for the business, whilst driving financial analysis, modelling, and forecasting activity. With strong analytical...
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Financial Planning
1 month ago
Ledston, United Kingdom Sharp Consultancy Full timeWe are partnering with a leader in Marketing/Software space to support in their search for an Financial Planning and Analysis Manager.Working closely with senior stakeholders, the FP&A Manager will provide detailed analysis and insights to inform decision-making and improve financial outcomes.This is a fantastic opportunity for a driven individual to develop...
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Assistant Financial Controller
1 month ago
Ledston, United Kingdom Sharp Consultancy Full timeTruly exciting business that has multiple arms that make up the group across diverse industries are looking for an Assistant Financial Controller to join their business.They have seen remarkable growth, driven by strategic private equity investments.They are currently part of their next 10 year business plan where they will be looking to capitalise on market...
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Financial Analyst
4 weeks ago
Ledston, United Kingdom Lowell Financial Ltd Full timeTogether, we make credit work better for all! Our mission is to help customers on the path to becoming debt free; with a real focus on helping our customers pay off their debts in practical and affordable ways. We do this honestly, ethically and by treating our customers with dignity and respect.We buy debts from lots of different companies in all kinds of...
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Financial Analyst
4 weeks ago
Ledston, United Kingdom Lowell Financial Ltd Full timeTogether, we make credit work better for all!Our mission is to help customers on the path to becoming debt free; with a real focus on helping our customers pay off their debts in practical and affordable ways.We do this honestly, ethically and by treating our customers with dignity and respect.We buy debts from lots of different companies in all kinds of...
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Financial Analyst
2 weeks ago
Ledston, United Kingdom Lowell Financial Ltd Full timeTogether, we make credit work better for all!Our mission is to help customers on the path to becoming debt free; with a real focus on helping our customers pay off their debts in practical and affordable ways.We do this honestly, ethically and by treating our customers with dignity and respect.Is your CV ready If so, and you are confident this is the role...
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T&C Specialist
2 weeks ago
Ledston, United Kingdom Idex Consulting Ltd Full timeTraining and Competency Oversight Specialist – Financial Planning Salary up to £70,000 plus bonus and benefits hybrid working Leeds Job description What the Hiring Manager Says We provide highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning, and preparing for...
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T&C Specialist
4 weeks ago
Ledston, United Kingdom Idex Consulting Ltd Full timeTraining and Competency Oversight Specialist – Financial Planning Salary up to £70,000 plus bonus and benefits + hybrid working Leeds Job description What the Hiring Manager Says We provide highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning, and preparing for...
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T&C Specialist
4 weeks ago
Ledston, United Kingdom Idex Consulting Ltd Full timeJob Description Training and Competency Oversight Specialist – Financial Planning Salary up to £70,000 plus bonus and benefits + hybrid working Leeds Job description What the Hiring Manager Says We provide highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning, and...
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Head Of Financial Planning
2 weeks ago
Ledston, United Kingdom Optimum Recruitment Group Limited Full timeOptimum Recruitment Group have been appointed on an exclusive basis to appoint to a newly created role of Head of FP&A.You will provide strategic commercial guidance to a growing medium sized organisation based on the outskirts of Leeds.Are you a driven FP&A Manager with a passion for excellence wishing to embark on that next step in your career and is keen...
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Head Of Financial Planning
4 weeks ago
Ledston, United Kingdom Optimum Recruitment Group Limited Full timeOptimum Recruitment Group have been appointed on an exclusive basis to appoint to a newly created role of Head of FP&A.You will provide strategic commercial guidance to a growing medium sized organisation based on the outskirts of Leeds.Are you a driven FP&A Manager with a passion for excellence wishing to embark on that next step in your career and is keen...
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Assistant Financial Accountant
3 weeks ago
Ledston, United Kingdom Sharp Consultancy Full timeSharp Consultancy are currently representing a Service based business that is private equity backed and growing year on year.They are based in heart of Leeds city centre and are currently looking to appoint an Assistant Financial Accountant into their team.This is a business that has IT & Tech highly tied to their priorities and success as a business, so to...
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Njr Recruitment | Financial Adviser
3 weeks ago
Ledston, United Kingdom Njr Recruitment Full timeNJR Recruitment is currently working with a leading Wealth Management Company, who provides financial advice to clients based across the UK.Due to a pending retirement I have an excellent opportunity for a Junior Financial Adviser to join their team and service a full client bank What's in it for you?Good basic salary Generous bonus scheme Full Admin and...