Financial Adviser jobs in Pudsey
- NJR RecruitmentHybrid work in KeighleyEmployerActive 3 days ago
- Based on the outskirt of Keighley, our client is looking to recruit an experienced Financial Services Administrator to support a small team of Advisers and…
View similar jobs with this employerThe New Homes Group3.4Leeds LS1EmployerActive 10 days ago- CeMAP Support: We will provide full financial support to gain CeMAP Mortgage Adviser qualifications, including full provision for study materials with all exam…
- My Mortgage FinderLeedsTypically responds within 3 daysPostedPosted 1 day ago
- Identify customers’ financial needs and advise them with the products that would best suit their requirements.
- Working towards and achieving set sales targets.
- Brooke FinancialPudsey LS28EmployerActive 8 days ago
- * Completing and submitting of adviser files for compliance.
- * Providing the mortgage advisers with clear and concise updates.
View similar jobs with this employerNJR RecruitmentHybrid work in LeedsEmployerActive 16 days ago- In this role you will participate in maintaining the clients SIPP records, liaising directly with clients on pension administration matters supporting the…
- Askew Refrigeration ServicesColnePostedPosted 1 day ago
- Reporting directly to the Managing Director, you will also, in time, take responsibility for key partner relationships such as banking, tax advisers and…
- My Mortgage FinderLeedsTypically responds within 3 daysPostedPosted 1 day ago
- Relationship management with advisers, staff members etc.
- Putting together financial information and chase payments where appropriate / as requested.
- Capio RecruitmentLeedsEmployerActive 15 days ago
- Holds CAS (competent adviser status) and up to date SPS.
- As the firms AUM continues to grow an opportunity has arisen for a new Financial Planner to join the…
- Spicerhaart2.0United KingdomEmployerActive 3 days ago
- To be eligible for this role you need to have at least CeMAP level 1 or equivalent.
- CeMAP qualification or industry equivalent with knowledge of Help to Buy.
- MonzoLeedsPostedPosted 30+ days ago·
- You are able to start on 11th November and able to attend 7 weeks training, Monday to Friday 9am - 5.30pm.
- You'll need to have a background supporting customers…
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- AssureLife LtdLeedsPostedJust posted·
- Using your experience of dealing with clients on all levels, you will contact, fact find, advise on and ultimately sell financial protection products such as…
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- Goldstone Laine LimitedLeeds LS5EmployerActive 4 days ago·
- Mentoring/training for less experienced advisers.
- Based from their city office in Leeds or you can work from home (or a combination of both).
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- AB Agri3.5Sherburn in ElmetPostedPosted 28 days ago
- Developing and implementing evidence based HSE policies and procedures, ensuring strict compliance with H&S law.
View similar jobs with this employerLifeSearchHybrid work in Leeds LS1PostedPosted 20 days ago·- Experience in insurance/financial services, telephone sales, direct sales or customer service is advantageous.
- Flexible working with a 40 hour working week.
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- Frenkel Topping GroupLeedsPostedPosted 30+ days ago
- The main purpose of this role is ensuring that colleagues, clients, and other stakeholders have an excellent experience and support when using Frenkel Topping…
Job Post Details
Financial Planning Administrator - job post
Job details
Here’s how the job details align with your profile.Pay
- £22,000 - £25,000 a year
Job type
- Full-time
- Permanent
BenefitsPulled from the full job description
- Company pension
- Flexible schedule
- Free parking
- Private medical insurance
Full job description
Financial Planning Administrator
Keighley
£22,000 - £25,000
NJR Recruitment is thrilled to be working with a well known wealth management practice that specialise in providing high quality personal advice on many aspects of wealth management across UK and international clients
Based on the outskirt of Keighley, our client is looking to recruit an experienced Financial Services Administrator to support a small team of Advisers and dealing with a full range of pensions, investments and other products.
What's in it for you?
25 Days Holiday + Bank Holidays
Generous Bonus Scheme
Flexible hours and Hybrid working after probation period
100k death in service cover
Private medical insurance
Company Pension
Free Parking
Excellent Training and development options
Full study support towards industry qualifications
The role will be varied and will involve;
Preparing client valuations and meeting packs
Processing new business applications
Inputting data onto client management system.
Deal with letters of authority
Maintaining client records
Liaising with clients, providers and other 3rd parties
Adhoc projects and administrative tasks as and when necessary
What do we need from you?
Previous experience working in wealth management is essential
Excellent communication and interpersonal skills
Good attention to detail
If you are looking to join a thriving financial advisory firm who can offer excellent long term progression and career development, then apply today or for more information please contact NJR Recruitment quoting reference NJR15131
#fin
Job Types: Full-time, Permanent
Pay: £22,000.00-£25,000.00 per year
Work Location: In person
Reference ID: NJR15131