Posted by IDEX Consulting Ltd • £80K/yr to £120K/yr
An exceptional opportunity has arisen in Yorkshire for a Chartered Financial Planner to join a premier Investment Bank, primarily serving high-net-worth clients.
Based in modern offices in central Leeds, the Financial Planner will collaborate closely with the Wealth Management team, offering year-round guidance and services to both new and long-standing clients.
In this role, you will have regular, direct interactions with clients, playing a vital and collaborative role alongside the Wealth Managers.
Financial Planning Administrator - Leeds, hybrid - up to £32K plus excellent company benefits
Our client are a highly reputable Financial Planning organisation with offices across the UK.
We are currently working with a National Financial Planning organisation to recruit an experienced Financial Planning Administrator to join their Leeds office.
Financial Advisor - All clients provided - Experienced Paraplanner's are also considered
We're currently recruiting for an exciting opportunity for a highly motivated Financial Consultant to join a dynamic team at a leading global investment company.
This company, known for its expertise in investment management, financial planning, and research, has recently merged with a prominent UK investment platform, bringing together two industry powerhouses.
Posted by Capio Recruitment Financial Planning • £45K/yr to £60K/yr
As the firms AUM continues to grow an opportunity has arisen for a new Financial Planner to join the existing advice team and inherit a client bank to alleviate the work load of the current staff ensuring clients continue to receive a first class experience.
The role will involve providing comprehensive planning advice to clients on a range of pensions, investments and tax products whilst developing and nurturing existing client relationships to grow the client base you will have been provided.
We are currently working alongside one of the UK's fastest growing names in financial planning to help secure a new member of the Advisory team in Leeds.
The Company: Nationally renowned IFA firm with a site in central Huddersfield looking to add an experienced Paraplanner to their technical support structure in support of two high-performing advisers:
The Company: Niche but growing IFA firm based in Central Leeds looking to add an experienced Financial Planning Administrator to their technical support structure, in support of two high-performing advisers:
Posted by BWD Search & Selection • £28K/yr to £34K/yr
Are you an ambitious individual looking to excel in the financial planning sector?
You'll provide full administrative support to Financial Planners and build strong client relationships, ensuring a positive and seamless client experience.
We're seeking a dedicated Client Administrator to join our Financial Planning team in Leeds.
Posted by IDEX Consulting Ltd • £30K/yr to £34K/yr
IDEX Consulting are working with a leading wealth management business who require a Financial Planning Administrator to join their growing team.
This role gives great exposure, working closely with 2 Financial Planners who have been with the business for a long time and are very well regarded across the business.
Recently moved in to brand new offices, just a short walk from the city center train station, the business continues to be an exciting place to work for many staff who have demonstrated genuine progression across front and back office teams.