We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices.
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.
An excellent opportunity has risen for a Financial Planning Assistant to join an Accountancy Practice with a Wealth Management Division based in London.
With Study Support & Benefits
They provide expert and professional advice for both private clients and business.
At present my client is looking to add a Financial Planning Assistant to complement their team of professionals, you will need to currently work in holistic financial planning and the ideal candidate will have spent a minimum of four years in the industry and previous use of Intelligent Office would be beneficial.
This is a full time vacancy, and my client would preferably like someone who is happy to be office based, flexible working hours are available.
This is a fantastic opportunity to join one of the county's most stellar firms, synonymous with wealth management and a high standard of professionalism and expertise, in their field.
The Wealth Planning Assistant will work proactively and resourcefully, providing support to the Wealth Planning Team.
The role holder will provide support to members of the Wealth Planning team, diary management and travel arrangements, as well as administrative support.
Following a promotion of the existing assistant to a paraplanning position, they are now hiring a Financial Planning Assistant to provide close administrative support to two of their highest performing advisors.
They also offer advice on Wills, trusts and Estate planning to help with inter-generational planning.
Our client is a professional Financial Advice firm with over 30 years experience in handling wealth portfolios of high net worth individuals, giving advice on pensions, investments, tax planning, IHT, mortgages and some protections to clients across the home counties region.
Are you a proactive and organised individual looking to contribute to the exciting field of building and construction?
Our client on the outskirts of Kendal, a leading company in the industry, is seeking a Technical and Planning Administrator to join their team.
This is an excellent opportunity for someone who is detail-oriented and has strong communication skills to support and coordinate various technical projects.
Our local authority client based in Hull are urgently seeking an experienced Personal Assistant.
PURPOSE
As the gateway to the AD OD & HR, to provide a professional, proactive and responsive PA/Secretary role to the AD and management team of OD/HR setting the tone for engagement with the service.
To provide an administrative service to the Policy, Projects and Industrial Relations Team including support for job evaluation and provision of management information.