Financial Planning Administrator

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...

**Financial Planning Administrator - Leeds - Salary to £27,500 plus Bonus and Benefiits (potentially negotiable)** An award-winning Financial Planning practice based with multiple offices across the UK are currently in the market to recruit a Financial Planning Administrator to join their growing team in Leeds. The organisation is well established, they...

IFA Administrator Leeds - Outskirts (commutable from York, Wetherby, Harrogate) Up to circa £32,000 + excellent benefits package, free parking, exam support Highly respected Independent Financial Adviser organisation in North Leeds are hiring. I require an enthusiastic and experienced IFA Administrator to join this successful office. Experience in a...

Financial Planning Administrator Leeds (North) £24,000 - £30,000 + hybrid working, excellent training, pension, PMI, exam support, free parking A successful wealth management organisation in Leeds are looking to add a hard working and experienced Financial Planning Administrator to their ever growing team. There is genuine hybrid working for this role. The...

Financial Planning Administrator Leeds Salary up to £32,000 plus excellent benefits and bonus Some key responsibilities of the position are: - Obtain illustrations - Submitting new business and investment trades on behalf of clients, within required deadlines using various investment platforms and life companies - Maintaining accurate records of these...

Join to apply for the Financial Planning Administrator role at Progeny4 days ago Be among the first 25 applicantsJoin to apply for the Financial Planning Administrator role at ProgenyGet AI-powered advice on this job and more exclusive features.The opportunityDepartment: WealthLocation: Leeds, UKDescriptionThe opportunityWe are looking for several Financial...

**Description**: **_ The opportunity_** We are looking for several Financial Planning Administrators (known internally as Client Executives) to join our team and manage specialised administration support/services and maintain excellent client relationships. Integral to the delivery of outstanding client experiences at Progeny, you will work alongside our...

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...

The Company: A nationally recognised and branded wealth management based in Central Leeds looking to add a diligent and customer-focused SIPP (Self-Invested Personal Pension) Administrator to their already established Adviser Support team. In this role you’ll play a vital part in managing client pensions, ensuring compliance, and providing high-quality...

A leading financial services firm in Leeds is looking for an IFA Administrator to support advisers and enhance client service. You will act as the first point of contact, delivering exceptional support while deepening your technical expertise. The role offers a collaborative environment, with benefits including a share scheme and private healthcare. Ideal...