Lime Professional Services Jobs in United Kingdom

A Financial Advisory firm in Leeds is seeking a Junior / Apprentice Investment / IFA Administrator to support the Directors and Advisers in various administrative tasks. Responsibilities include processing new business applications and ensuring compliance with regulations. Ideal ...

A leading Investment Management firm based in Harrogate is urgently seeking an experienced Financial Planning Administrator for a 9-month maternity cover role. The successful candidate will manage client inquiries, maintain back-office records, and process new investments and pol ...

A leading Financial Planning firm based in Harrogate is seeking a Financial Planning Support professional on a 9-month maternity cover contract. The role involves maintaining client records, processing investments and policies, and managing diary schedules for advisers. Candidate ...

Overview My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs.Responsibilities We are seeking a Junior / Apprentice Investment / IFA Administrator to joi ...

Overview · My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning. · Responsibilities · Be the point of contact for company, client and ...

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 Assistan ...

Employed Financial Adviser · My client is an expert Financial Planning firm, specialising in Pensions, Investments, Mortgages, Life, Health and Critical Illness Insurances, dealing with both Individuals and Busineses throughout the UK. · Due to company acquisition and expansion w ...

A financial advisory firm in Nottingham is seeking an experienced Chartered Financial Adviser to provide comprehensive financial advice to clients. The role involves managing a client portfolio, presenting financial plans, and nurturing client relationships. Ideally, candidates s ...

My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and sav ...

A leading Investment Management firm based in Central Leeds is urgently seeking a Junior Financial Adviser. The ideal candidate should have recently qualified or be nearing completion of their Level 4 Diploma in Financial Advice/Planning and should be looking to begin their caree ...

My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. · We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submi ...

A Chartered Independent Financial Advisory firm is urgently seeking a Personal Financial Administrator to support a team of Financial Advisers in Chester. The ideal candidate will have experience in Financial Services Administration, excellent organizational and communication ski ...

Overview · My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. · We are urg ...

Overview · My client is a nationwide independent financial advisory firm, providing Financial Planning and Wealth Advice to both businesses and individuals across the UK. · Responsibilities · Prepare fully compliant reports for Financial Planners clients · Carry out all Fund purc ...

Overview · My client is a Nationwide Independent Financial Advisory firm, providing Financial Planning and Wealth Advice to both businesses and individuals across the UK. · Responsibilities · Prepare fully compliant reports for Financial Planners clients · Carry out all Fund purc ...

A financial planning firm based in Central Leeds is seeking a Financial Planning Assistant to provide administrative and technical support to Financial Planning Consultants. The role focuses on client service, including preparing documentation for meetings, maintaining records, a ...

Overview · My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. · Responsibilities · The main purpose of the role is: To provide a highly tec ...

My client is an Independent Financial Advisory firm based in the Wakefield area, providing individual clients and businesses with Advice across Pensions, Investments, Retirement & Estate Planning. · We are urgently seeking an IFA Administration Team Leader, who will sit within th ...

Overview · My client is an Independent Financial Advisory firm based in the Wakefield area, providing individual clients and businesses with Advice across Pensions, Investments, Retirement & Estate Planning. · We are urgently seeking an IFA Administration Team Leader, who will si ...

Overview · My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. · Responsibilities · We are seeking a Junior / Apprentice Investment / IFA Administrator ...