39 Financial Services Administrator Jobs in Leeds
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Financial Services Administrator CB3 Associates Ltd - Leeds LS1, West Yorkshire, Yorkshire and the Humber Prepare for client meetings by getting up to date valuations and to ensure the clients fact find has been updated and any business opportunities identified. Support the Adviser to ensure the end to end... 10 days ago
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Paraplanner CB3 Associates Ltd - Leeds LS1, West Yorkshire, Yorkshire and the Humber Ability to use technical financial planning tools and ideally have some experience of software platforms such as: Intelligent Office, Voyant, Genovo, FE Analytics, i-Pipeline and Dynamic Planner of existing... 3 days ago
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Data Administrator Leeds, England, United Kingdom Contact and liaise with relevant product providers/third parties to obtain accurate policy information for valuation production direct from the provider/platform website or via telephone. Ideally some... Yesterday
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Paraplanner CB3 Associates Ltd - Guiseley LS20, West Yorkshire, Yorkshire and the Humber The Person: Will ideally come from an IFA/wealth management background and have paraplanning exposure supporting IFA’s/financial planners: If your skills, experience, and qualifications match those in... 3 days ago
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Fund Administrator Rev & Regs - Leeds LS1, West Yorkshire, Yorkshire and the Humber The business has an Investment Operations function that supports the centralisation of a range of activities that cover the full lifecycle of an investment fund. Support and review business process and... 23 days ago
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Compliance Officer Get Recruited UK Ltd - Leeds, West Yorkshire, England Assist with the provision of consistent and reliable Compliance advice to the business on a broad range of regulatory matters and to explain the impact of any changes. Maintaining all compliance registers... £ 30000.00 - £ 35000.00 Per Yr 9 days ago
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Trainee Financial Adviser Lime People Search & Select Ltd - Leeds, West Yorkshire, United Kingdom My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary... £30000 - £40000/annum £30-40k +bens More than 30 days ago
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Trainee Paraplanner Lime People Search & Select Ltd - Leeds, United Kingdom The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator... £18000 - £23000/annum £18-23k +bens +training More than 30 days ago
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Team Administrator - Global Compliance and Reporting Services Leeds, England, United Kingdom Closely monitor the delivery of multiple compliance deadlines across multiple jurisdictions, with ownership of the central dashboard on behalf of the client, carried out by Grant Thornton International... More than 30 days ago
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Financial Services Administrator Apprentice (VAC1000241006) Skills Edge Training - Leeds, England You will be obtaining and maintaining detailed client information to support the Financial Adviser as well as ensuring supporting documentation and back-office systems are maintained, and all client files... £15K (Employer Est.) 20 days ago
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