- Maintaining client records on XPlan;
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Financial Planning Assistant
15 hours ago
Tempest Jones Leeds, United KingdomA fantastic opportunity has arisen to join a leading Financial Planning practice based in their Leeds office as a Financial Planning Assistant. · This will provide an interesting and varied role for an experienced Financial Planning Administrator looking for their next career mov ...
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Planning Assistant
1 day ago
Charterhouse Recruitment Services York, United Kingdom**PLANNING ASSISTANT** · Are you an entry level Administrator looking for a new challenge? Do you see yourself working as part of a small, friendly team who pride themselves on delivering outstanding personable service? We are partnering with a long-established York based company ...
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Planning Assistant
1 day ago
Orchard Professional Solutions York, United KingdomOrchard Professional Solutions are working with the large independent manufacturer in the UK who are looking to expand their team. · They are looking for a hardworking individual with the right attitude to join their team in York. · **Responsibilities**: · - Ensure open purchase ...
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Planning Assistant
5 days ago
BWW Recruitment Leeds, United Kingdom Full timeOur client is a Retirement Solutions company that is now looking to bring on a Corporate Governance Assistant on a full-time permanent basis into a brand new role. You will be joining a newly formed team reporting to the Company Secretary/Governance Manager and working alongside ...
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Financial Planning Assistant
2 days ago
Finlink Ltd Leeds, United Kingdom Full timeThis role is for you if you're an experienced IFA administrator who would be open to some paraplanning duties. At this business you will benefit from being part of a large team, have hybrid working, great benefits, and due to growth plans, there will be opportunities and support ...
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Financial Planning Assistant
1 week ago
Idex Leeds, United KingdomAre you ready to take your financial administrative career to new heights? Look no further, join my clients dynamic team, where innovation meets expertise, and embark on a journey of professional growth and success. · My client are looking for a Financial Planning Assistant to pr ...
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Syp - Workforce Planning Assistant
15 hours ago
South Yorkshire Police Carbrook, United KingdomLocation 1- Carbrook - Force HQ · - Salary 1- £23,121 - £24,921 · - Type of Contract 1- Temporary · - Job Advert 1 · - **Role: Workforce Planning Assistant** · **Department: People & Organisational Development** · **Location: Carbrook, Sheffield** · **Salary: £23,121 - £24,921** ...
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Planning / Dispatch Admin Assistant (Ft)
15 hours ago
Glu Recruit LTD Rotherham, United Kingdom**Role**:Planning / Dispatch Admin Assistant · **Salary**:£10.50-£11PH · **Hours**:Monday · - Thursday 8:30am-5pm Friday 8am-4pm · **Location**:Rotherham · **The role**: · - To generate pick sheets daily for all customers paying special attention to batch and stock accuracy. · - ...
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Transport Planner
2 days ago
Bennett and Game Recruitment LTD Leeds, United Kingdom Full timeBennett and Game are currently working with a leading General Haulage and Distribution firm actively recruiting an experienced Transport Planner to join their team to assist in the continued growth and development of their north Leeds site. · Our client are leaders in total Wareh ...
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Assistant Design Manager
1 day ago
Saxton Recruitment LTD Leeds, United Kingdom Full timeAssistant Design Manager - Leeds · Assistant Design Manager - Our client, a leading privately-owned construction contractor are recruiting an Assistant Design Manager to join their growing team based in Yorkshire. This is a great opportunity for an Assistant Design Manager to wor ...
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Care Assistant in Leeds
1 day ago
OOJ Homecare Services Ltd Leeds, United KingdomTo provide personal care and support to Clients with a wide range of needs, illnesses and disabilities · - To know and understand the care and support of the Client. · - To undertake the tasks detailed in the Client's care and support plan using a person-centred approach and in t ...
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Stock Team Leader
6 days ago
GXO Logistics Leeds, United Kingdom Full timeCompany description: · GXO Logistics Supply Chain Inc. · Job description: · Are you currently a Team Leader looking for your next step? Perhaps you are an Operative ready to prove yourself? Do you have a flexible approach that allows you to organise and prioritise workload effect ...
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Planning Assistant
3 days ago
Randstad Construction and Property Sheffield, United KingdomOur client is a leading Main Contractor specialising in commercial construction projects across the Sheffield region, delivering high-quality projects. Position Overview: As an Assistant Planner, you will play a crucial role in supporting the planning and scheduling activities fo ...
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Trainee Marketing Assistant
1 day ago
CPG Consultants Leeds, United KingdomWe are seeking a highly motivated and detail-oriented Trainee Marketing Assistant to join our team. As a Trainee Marketing Assistant, you will play a crucial role in supporting our marketing efforts and helping to drive brand awareness and customer engagement. · **Responsibilitie ...
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Assistant Branch Manager
15 hours ago
Kiwi Recruitment Leeds, United Kingdom**Assistant Branch Manager** · **Leeds** · **c£25,000 per annum (plus bonus)** · **Permanent** · Kiwi Recruitment have a brilliant opportunity to join our client, one of the UKs largest manufacturers of specialist plastics within the trade industry in the role of Assistant Branch ...
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Contracts Administrator
15 hours ago
mpeople recruitment limited Leeds, United Kingdom**Contracts Administrator** · **Leeds** · **C£24K plus excellent benefits** · - 7% company pension contribution (employee non-contributory pension scheme). · - Annual Company-wide tax-free Employee Ownership Bonus scheme · - Enhanced holidays package comprising; 33 days annual le ...
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Corporate Tax Manager/senior Manager
1 day ago
Adele Carr Recruitment Leeds, United KingdomCorporate Tax Manager/Senior Manager · Flexible working. Salary Range - £42k to £70k. · We are working with a very exciting client who have been climbing the ranks of the top accountancy firms in the UK for the last couple of years. Due to continual growth they are looking for a ...
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Senior Healthcare Assistant
15 hours ago
Priory Healthcare Leeds, United Kingdom**Mill Garth Hospital** is a 21-bed high dependency recovery and rehabilitation hospital, located in Meanwood, Leeds. We provide active and positive engagement for males aged 18 years and over, who experience a range of mental health disorders. · We are about to embark on an exci ...
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Marketing Assistant
1 day ago
Rachel Clark Legal Recruitment Leeds, United Kingdom**Salary**:up to £23,000 · **Benefits**: 25 days holiday plus bank holidays (increase with years of service), pension scheme, life assurance, travel to work support, employee assistance programme · **Hours: f**ull Time, office based · A well established law firm is recruiting for ...
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Care Assistant
1 day ago
Nurseplus Leeds, United KingdomNurseplus is looking for Care Assistants in Leeds and the surrounding areas. · Our services are available within a variety of care settings to a wide number of clients, all with individual needs; you could be supporting people with learning difficulties, complex care needs, menta ...
Financial Planning Assistant - Leeds, United Kingdom - Lime People Search & Select Ltd
Description
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.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.
Specifically you'll:
Provide relevant documentation ahead of FPC client meetings;
Obtain relevant research relating to proposed advice;
Compile suitability letters based on the advice being given;
Process new business;
Ensure accurate completion of compliance requirements;
Respond to client queries;
Ensure the administrative requirements are completed for the Client Review Process;
Contribute to new business development;
Proactively maintaining a high level of client service;
Carry out other administrative related tasks as required in support of the FPC.
We are seeking someone with ideally 2+ years experience working in a similar Financial Planning / IFA Administrative role supporting Financial Advisers with their Administrative tasks, with strong written and verbal communications skills, coupled with the ability to work with IT systems.
It would be to your advantage if you have any further qualifications relating to Financial Planning, or have started to study towards a Diploma in Financial Planning.
Great salary and company benefits are offered with this role