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Paraplanner

Paraplanner

My client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being...

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Paraplanner

Paraplanner

The Company: A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site. Location: Wakefield Hybrid Working: Yes - 50:50 split Packa...

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Administration Team Leader

Administration Team Leader

2 July by Recruit UK

Job Title: Administration Team Leader Industry: Financial Advice Location: Wakefield Salary: Up to 30,000 Job Reference: 9140 Job Description: Are you a dynamic leader with a passion for financial planning, seeking a new role to elevate your career? ...

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Paraplanner

Paraplanner

13 June by Ortus PSR

We are seeking a paraplanner to join their growing Paraplanning Department to work closely with Financial Planners and produce competent suitability reports. We offer the right candidates the opportunity to work closely with our Investment Committee ...

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Paraplanner

Paraplanner

13 June by Ortus PSR

We are seeking a talented paraplanner to join our client's growing Paraplanning Department. Although the main focus of a Paraplanning role at this leading IFA is working closely with the Financial Planners and the production of client suitability rep...

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Client Manager

Client Manager

Client Manager Location: Head office Leeds (Role to cover a North West Patch) The Role To manage a designated portfolio of clients and maintain a full working knowledge of all clients. Maintaining first-class client relationships, ensuring that excel...

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Paraplanner

Paraplanner

My client is a nationwide Financial Planning / Wealth Management firm, providing both individuals and businesses with tailored Financial Solutions that meet their needs. We are currently seeking an experienced Paraplanner, to join an existing team as...

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Learning and Development Coordinator

Learning and Development Coordinator

Learning and Development Coordinator 26,000- 30,000 Amazing benefits Fixed Term Contract - 12 months Hybrid working, 3 days office and 2 days WFH Our client, a superb International Financial Services firm with offices in Leeds city centre, is looking...

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Client Manager - Invoice Finance

Client Manager - Invoice Finance

Client Manager - Invoice Finance/Trade Finance An exciting opportunity has arisen for a Client Manager to join a leading independent provider of commercial finance solutions to businesses during an exciting period of growth. Based from their regional...

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Financial Services Administration Manager

Financial Services Administration Manager

9 July by Huntress

A boutique and innovative financial services company based in LS1 and looking for an Administration Manager to join their team - initially a contract for 18 months, this company pride themselves on their constant innovation so there is a very high ch...

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Paraplanner

Paraplanner

My client is a growing family run Financial Advisory firm based in the North Leeds areas, providing business and individuals with sound financial advice relating to Pensions, Investment & Wealth Management, Tax Planning & Estate Planning. Due to a 5-...

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Protection Adviser

Protection Adviser

PROTECTION INSURANCE ADVISER (trainee or experienced) Halifax Office Based 25K Bonuses = OTE 50K - 60K ( top advisers earning more ) An opportunity for a Protection Adviser with an award winning Protection Brokerage has arisen due to ongoing expansio...

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Financial Advisor

Financial Advisor

Financial Advisor | Independent Financial Advisor 50,000 - 75,000 | Un-Capped Bonus Client Boo k Provided Barnsley YOUR NEW COMPANY An opportunity has become available with a Financial Advice business who are growing its national offering across the ...

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Paraplanner

Paraplanner

10 July by Heat Recruitment

Paraplanner 32,000 - 35,000 depending on experience Huddersfield Hybrid working after probation A fantastic opportunity to join an established Financial Services / Wealth Management firm, who are in a period of expansion. The client specialises in In...

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Financial Advisor

Financial Advisor

2 days ago by mbf.

Financial Advisor - All clients provided - Experienced Paraplanner's are also considered Location: Leeds - Hybrid Working We’re currently recruiting for an exciting opportunity for a highly motivated Financial Consultant to join a dynamic team at a l...

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Telephone Sales Executive

Telephone Sales Executive

My client is a market leading in bringing together consumers seeking financial advice and advice firms looking to grow their business with a Business Development Manager in their Leeds office. My client is partnered with some of the largest financial...

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Business Development Manager

Business Development Manager

My client is a market leading in bringing together consumers seeking financial advice and advice firms looking to grow their business with a Business Development Manager in their Leeds office. My client is partnered with some of the largest financial...

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