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Paraplanner
LEEDS, GB
...service to the adviser and client. Excellent planning and organisational skills. Ability to work effectively to deadlines. Accuracy and attention to detail to balance demands of role Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information...
Supplier Helpdesk Adviser
£11.44 per hour
LEEDS, WEST YORKSHIRE, YORKSHIRE, UK
We have a fantastic opportunity to join one of the UKs top 4 supermarkets based in Leeds. The role is Future Finance & Helpdesk Adviser and is temporary initially, however, it could be permanent for the right candidate. Working hours are Monday to Friday 8.30am 4.30pm working hybrid after...
SME Account Handler
GREATER LEEDS AREA, , UNITED KINGDOM
...Technician, Insurance Adviser, Insurance Advisor, Sales Executive, Account Technician, Placement Broker, Wholesale Broker, Account Broker, Client Adviser, Client Executive, Commercial Account Manager, New Business Account Handler, Insurance Sales Executive, Insurance Consultant Referral Fee: Not...
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LEEDS
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Financial Services Administrator
LEEDS
p strong The Company /strong : A Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their adviser support team. /p p br br Make sure to apply quickly in order to maximise your chances of being considered for an...
Investment Administrator
LEEDS, WEST YORKSHIRE, YORKSHIRE AND THE HUMBER
...house or financial adviser. /li li You will be professional and an excellent communicator, both verbally and in writing, and ambitious to progress. /li li It is preferable that you are CISI level 3 qualified or above. /li li It is essential that you already live within commuting distance...
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Financial Promotions Officer
39786
LEEDS, ENGLAND
The Role: As a Financial Promotions Officer, you will play a pivotal role in overseeing and approving all promotional and advertising materials used by 2plan Financial Advisers. This encompasses a broad range of products including Investments, Pensions, Protection, Mortgages, and General Insurance...
Financial Adviser
LEEDS, WEST YORKSHIRE
...Independent Financial Adviser to join a growing team of Employed Advisers within the Leeds offices. You will be responsible for working with clients to provide Independent Financial Advice on a rage of Investment based products (Pensions, Investments, Unit Trusts, OEICS, SIPP etc) including...
Commercial Account Handler
Up to £40,000 a year
LEEDS, ENG, GB
...Technician, Insurance Adviser, Insurance Advisor, Sales Executive, Account Technician, Placement Broker, Wholesale Broker, Account Broker, Client Adviser, Client Executive, Commercial Account Manager, New Business Account Handler, Insurance Sales Executive, Insurance Consultant br / br...
Paraplanner
LEEDS, ENGLAND, UNITED KINGDOM
...service to the adviser and client. Excellent planning and organisational skills. Ability to work effectively to deadlines. Accuracy and attention to detail to balance demands of roleVisit the IDEX Consulting Ltd website for further opportunities. Please note that the information...
Treasury Assistant
LEEDS, GB
...between client and adviser. At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities including Zarach and we have recently achieved the globally...
Account Broker - Corporate Insurance
LEEDS, GB
The Company Established in 1940, Bartlett is one of the UK s leading independent insurance brokers and financial advisers. Recognised for our enduring focus on clients and employees, in the last 3 years alone we have been named as UK Broker of the Year, Commercial Lines Broker of the Year, the UK s...
Sales Adviser Life Insurance
£24,000
LEEDS, WEST YORKSHIRE, YORKSHIRE, UK
Established in 1998 we are one of the UKs leading Life Insurance Brokers. We have featured in the Sunday Times Best Companies To Work feature and are very proud of our Trustpilot and Glassdoor reviews. Please visit https://www.lifesearch.com to learn more. We are looking for a number of new...
Independent Financial Advisor
LEEDS, GB
Our client, an independent Financial Advisory firm, are looking for an experienced Financial Adviser to join their team. As an employed Independent Financial Adviser, your role is to understand your clients current and future financial goals. Key Responsibilities: Develop an understanding of the...
Financial Services Administrator
LEEDS, GB
The Company : A Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their adviser support team. Location: Central Leeds Working: No 100% office-based Package: £25-28k base + annual bonus and full company benefits...
Investment Administrator
LEEDS, GB
...specialist investment house or financial adviser. You will be professional and an excellent communicator, both verbally and in writing, and ambitious to progress. It is preferable that you are CISI level 3 qualified or above. It is essential that you already live within commuting distance of...
Paraplanner
LEEDS, GB
...meetings with the adviser with the Financial Services Administrator regarding letters of authority, obtaining illustrations, updating client records etc The Person: Paraplanning experience a necessity coupled with exposure to supporting IFA s/financial advisers in a full research/report...
SME Account Handler
GREATER LEEDS
...Technician, Insurance Adviser, Insurance Advisor, Sales Executive, Account Technician, Placement Broker, Wholesale Broker, Account Broker, Client Adviser, Client Executive, Commercial Account Manager, New Business Account Handler, Insurance Sales Executive, Insurance Consultant /p p br /p p...
Paraplanner
LEEDS
...meetings with the adviser /li li with the Financial Services Administrator regarding letters of authority, obtaining illustrations, updating client records etc /li /ul p br /p p strong The Person: /strong Paraplanning experience a necessity coupled with exposure to supporting...
Paraplanner
LEEDS
...service to the adviser and client. /p p • Excellent planning and organisational skills. /p p • Ability to work effectively to deadlines. /p p • Accuracy and attention to detail to balance demands of role /p p Visit the IDEX Consulting Ltd website for further...
Account Broker - Corporate Insurance
LEEDS
p strong The Company /strong /p br Ensure you read the information regarding this opportunity thoroughly before making an application. br p Established in 1940, Bartlett is one of the UK’s leading independent insurance brokers and financial advisers. /p p Recognised for our enduring...
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