53 Financial Planning Clients Jobs in City and Borough of Leeds
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Semi Senior Accountant Spencer Clarke Group - Leeds, West Yorkshire, United Kingdom Spencer Clarke Group offer a market leading referral scheme of up to £500* so if you know of someone who may also be looking for an exciting career opportunity, ask them to email their CV to Lauren Bailey... £24000 - £30000/annum Yesterday
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Financial Coach Recruit Wealth Ltd - Leeds, West Yorkshire, United Kingdom These positions deliver financial education programmes to employees of corporate and public sector clients. You’ll be engaging with the employees during the delivery of online and face-to-face seminars... 2 days ago
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Paraplanner IDEX CONSULTING LTD - Leeds, United Kingdom Our clients are looking for a Paraplanner in Leeds to join a growing financial planning firm that offer hybrid working. To assist the Financial Planner in formulating the advice to the client, providing... 9 days ago
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Client Services Executive , Wealth Management , Leeds JJ Search - LS1, Leeds, West Yorkshire, United Kingdom The Client Services Executive is expected to consult with investment operations teams when needed as well as process payments and amend client accounts, ensuring that financial transactions are completed... £28000 - £35000/annum 5 days ago
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Paraplanner St. James's Place Wealth Management - LS16, Cookridge, City and Borough of Leeds, United Kingdom * You will be inputting and maintaining detailed client information to support the Advisor team as well as ensuring supporting documentation and back-office systems are maintained and all client files... £23000 - £30000/annum + Bonus (DoE) 19 days ago
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Regional Director, Financial Planning Fram Executive Search Limited - Leeds, United Kingdom The successful candidate is likely to be level 6 qualified in Financial Planning, or a Chartered Financial Planner from the Chartered Insurance Institute (CII). It's preferable that applicants hold Competent... 2 days ago
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Senior Planning / Principal Planning Consultant Leeds, England, United Kingdom ADAS is the UK’s largest independent environmental and agricultural consultancy. Our goal as a company is two-fold: secure British food and enhance the environment. Established over 75 years ago and part... 2 days ago
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Financial Researcher - LEEDS - LS17 Leeds, England, United Kingdom Financial Research: Conduct in-depth research on investment options, financial products, and market trends to inform decision-making and strategy development. Administrative Support: Manage and organize... 3 days ago
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Trainee Accountant LocalJobs4U - LS1, Leeds, West Yorkshire, United Kingdom Are you eager to kick-start your accounting career with a leading firm that values innovation, integrity, and commitment? Look no further. We invite you to be a part of a thriving team located in the heart... £25000 - £27000/annum 20 days ago
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Trainee Financial Planner (Graduate) - Private Client Financial Planning Leeds, England, United Kingdom For your final two years of your training you will Study and complete your advanced financial planning qualifications whilst striving to build your skillset in order to be a financial planner at Mazars... More than 30 days ago
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