Financial Planner - Leeds

A leading national wealth management firm is seeking an experienced Financial Planner to join their Leeds office.This is a rare succession opportunity, offering the chance to take over a well-established portfolio of high-net-worth clients. · ...

A leading national wealth management firm seeks an experienced Financial Planner to join their Leeds office. · Inherit a fully established book of high-net-worth clients from a retiring planner. · Collaborate closely with dedicated support team. · ...

A national Wealth Management business are looking to hire a Financial Planner to join their existing team based in modern Leeds city center offices due to increased AUM. · Strong knowledge of Financial Planning and client advice. · In-depth knowledge of complex and higher risk ad ...

Join a growing financial planning organisation with a strong reputation for high advice standards. · ...

We are delighted to be growing our team further and are now looking for Associate Financial Planners to join our Planner Academy. · The Progeny Planner Academy was established to provide a structured career path for talented individuals who are looking to forge a new career as a ...

BWD are supporting a SME advisory firm who have a unique opportunity for a paraplanner to progress in to an advisory role. · The firm I am supporting form part of a wider professional services business which means they benefit from vast internal client opportunities. · ...

BWD are supporting a SME advisory firm who have a unique opportunity for a paraplanner to progress into an advisory role. · Manage and develop client relationship process · Combine both advisory aspect and production of client reports · ...

An established and growing financial planning firm in Leeds is looking to appoint an experienced IFA Administrator. · ResponsibilitiesSupporting Financial Planners and Paraplanners with day-to-day administrationClient onboarding, including AML checks, ID verification, and sanctio ...

An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities.The office is based in Leeds and would only require 2 days per week in the office. · ...

An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. · The office is based in Leeds and would only require 2 days per week in the office. · T ...

We are seeking a talented individual to join our Financial Planning team in Leeds. This is a fantastic opportunity to join a fast paced and dynamic team where you will be providing full administrative support to Financial Planners, ensuring client satisfaction through direct cont ...

This is a rare opportunity to benefit from immediate access to an existing client bank of active households across West and South Yorkshire, · We are looking for a pro-active and quality focused Financial Planner who can build long-term relationships based on trust. · You must ho ...

We are seeking a talented individual to join our Financial Planning team in Leeds. This is a fantastic opportunity to join a fast-paced and dynamic team where you will be providing full administrative support to Financial Planners, · To work closely with the aligned Financial Pla ...

+We are seeking a talented individual to join our Financial Planning team in Leeds. · +Competitive salary · Private medical insurance · Life assurance · Pension contribution · Hybrid working model (role dependant) · Generous holiday package · Option to purchase additional holiday ...

We re seeking a talented individual to join our Financial Planning team in Leeds. · This is a fantastic opportunity to join a fast paced and dynamic team where you will be providing full administrative support to Financial Planners, ensuring client satisfaction through direct con ...

We're seeking an ambitious individual to join our Financial Planning team in Leeds. This role will have full-time office requirement for the first 6 months over probation then after successful review will move to a hybrid model of · 3 days in office and 2 days working from home. ...

Wealth PlannerWealth Planning advice to clients of Brown Shipley in accordance with established Wealth Planning procedures and the T&C regime of the business. · To be responsible for the management of a portfolio of clientsTo be fully competent in providing holistic Wealth Planni ...

What will you be doing? · We're seeking a talented individual to join our Financial Planning team in Leeds. · ...

We're seeking an ambitious individual to join our Financial Planning team in Leeds,which is responsible for providing full administrative support to Financial Planners,ensuring client satisfaction through direct contact with clients and other operational colleagues. ...

Working as an Associate Paraplanner in the Paraplanning Centre of Excellence, you will continue to develop your technical knowledge to support the Financial Planner(s) with financial planning solutions for clients. · ...