Wealth Planning Administrator

**Administrator - Wealth Management** **Salary of up to £30,000 (DOE)** **Hybrid working - partly from our Leeds office blended with home working** Excellent benefits including 25 days annual leave increasing with service, flexible and agile working opportunities to allow for a great work/life balance, Company Maternity and Paternity Pay, a Group Pension...

**Administrator - Wealth Management** **Salary of £25,000 to £28,000 (DOE)** **Excellent benefits package (see below for full details)** **Hybrid working - partly from our Leeds office blended with home working** **We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management...

MacIntosh James & Partners, located in the financial hub of Leeds, delivers exceptional wealth management services tailored to the individual goals of our clients. We specialize in developing customized solutions to protect and grow wealth, enabling our clients to achieve their financial and life aspirations. Committed to excellence and personalized service,...

**Senior Financial Services Administrator / Client Delivery Executive** **Salary of up to £36,000 (DOE)** **Excellent benefits package (see below for full details)** **Hybrid working - blend of home and office working from our Leeds office** We are Succession Wealth, from “start-up” in 2009, we are now one of the leading independent financial...

A financial services firm located in Leeds seeks a Financial Wealth Administrator for a full-time, on-site role. Primary responsibilities include conducting financial analysis, preparing client report enclosures, and assisting with financial strategy development. The ideal candidate will possess a strong desire to work in financial planning, demonstrate...

**Wealth Management Administrator** **Location - Leeds** **Salary - £28,000 - £34,000 (DoE)** An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. James’s Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees. You...

Experienced financial planning sales support administrator required for a busy, successful and growing financial planning practice in Otley, near Leeds. We’re a young and forward-thinking business with a flexible outlook - ideally, we’d like someone based in the office but will consider part-time, hybrid and some remote working for the right person. We...

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...

**Wealth Management Executive** **Leeds** As a Barclays Wealth Management Executive, you will be assisting the Wealth Manager in acquiring, servicing, and retaining clients to deliver overall business goals. This is an excellent opportunity to become a key point of contact for the client for day-to-day operational matters. In your new role you will support...

Financial Planning Administration Manager / Team Leader West Yorkshire This is a fantastic opportunity to work for a successful, established Financial Planning organisation in West Yorkshire as an FS Administration Manager/ Team Leader. The offices are easily commutable from Leeds and the wider West Yorkshire area. The successful applicant will support the...