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.
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.
Are you a dynamic and skilled Financial Planning and Analysis Manager seeking an exciting opportunity, or senior commercial finance analyst/business partner wanting that next step up?
As Head of Financial Planning and Analysis, you will play a vital role in developing and managing the Group FP&A processes, ensuring accurate forecasting, planning, and reporting.
GIfford and Partners have been retained to appoint a key role of Head of FP&A that will provide strategic commercial guidance to a growing SME based in Wakefield.
Financial Planning Administrator - Leeds, hybrid - up to £34K plus excellent company benefits
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Leeds office.
Our client are a highly reputable Financial Planning organisation with offices across the UK.
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
Due to the nature of the role, you will receive a high volume of clients straight away.
Our client, a prestigious financial planning firm near to Huddersfield are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package
They are looking for an experienced paraplanner, who is happy to work alongside an established and experienced team supporting the Financial Advisors, while progressing as a financial advisor.
Our client is an Independent Financial Planning firm with offices in Wakefield.
As a Graduate Equity Analyst, you will have the opportunity to join our dynamic team, working alongside seasoned professionals to analyse and make informed investment decisions.
We are a leading financial services firm specialising in equity analysis and investment strategies.
We pride ourselves on our commitment to excellence, innovation, and cultivating talent.