Financial Planning Support jobs in York

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  1. Financial Planning Assistant

    Posted a week ago by Lime People Search & Select Ltd

    Salary:
    £23,000 - £29,000/annum £23-29k + bens
    Location:
    Leeds, West Yorkshire (21 miles)
    Job Type:
    Permanent

    My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments. We are urgently seeking a more

    Apply Now
  2. Water Technician

    Posted 2 days ago by Veolia

    Featured job Video job
    Salary:
    £21,080/annum plus Veolia benefits
    Location:
    Ellesmere Port, Cheshire (88 miles)
    Job Type:
    Part Time, Permanent

    Access to a range of resources to support your physical, mental and financial health; so you can lean on us whenever you need to. 24 hour access to a virtual GP, 365 days a year, for you and family members in your household. Ongoing training and development opportunities, allowing … more

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  3. IFA Administrator

    Posted yesterday by Lime People Search & Select Ltd

    Salary:
    £23,000 - £30,000/annum £23-30k +bens
    Location:
    Nottingham, Nottinghamshire (69 miles)
    Job Type:
    Permanent

    My client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning and … more

    Apply Now
  4. Trainee Accountant

    Posted a week ago by LocalJobs4U

    Salary:
    £25,000 - £27,000/annum
    Location:
    LS1, Leeds, West Yorkshire (22 miles)
    Job Type:
    Permanent

    Our client specialises in delivering top-tier accounting and financial services to a diverse range of clients. They believe in nurturing fresh talent, fostering an environment of growth and development, and providing opportunities to work with experienced professionals. Responsibilities. As … more

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  5. Trainee Paraplanner

    Posted 05/09/2024 by NJR Recruitment Ltd

    Salary:
    £22,000 - £25,000/annum
    Location:
    Scarborough, North Yorkshire (35 miles)
    Job Type:
    Permanent

    NJR are currently working with a well established firm of Independent Financial Advisers who are now looking to expand by recruiting a pro-active and ambitious Trainee Paraplanner or Financial Planning Administrator to join their growing team based on the outskirts of … more

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  6. Trainee Investment Associate

    Posted yesterday by Cornerstone Recruiting Solutions Ltd

    Salary:
    £23,000 - £27,000/annum
    Location:
    TS9, Great Broughton, North Yorkshire (34 miles)
    Job Type:
    Permanent

    Ideally, you will be a graduate with a degree in Accounting and Finance or finance related degree. The role will involve studying the Chartered Insurance Institute Diploma in Regulated Financial Planning and the role will progress to become a qualified Independent … more

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  7. Trainee Accountant

    Posted a week ago by LocalJobs4U

    Salary:
    £23,000 - £25,000/annum
    Location:
    S1, Sheffield, South Yorkshire (42 miles)
    Job Type:
    Permanent

    Our client specialises in delivering top-tier accounting and financial services to a diverse range of clients. They believe in nurturing fresh talent, fostering an environment of growth and development, and providing opportunities to work with experienced professionals. Responsibilities. As … more

    Apply Now
  8. IFA Administrator

    Posted a week ago by Page Personnel

    Remote job
    Salary:
    £28,000 - £32,000/annum
    Location:
    Manchester, Greater Manchester (57 miles)
    Job Type:
    Permanent

    We are working with a successful financial services organisation in Manchester to recruit for an IFA Administrator to join their growing administration function. Client Details. This IFA business has been established for nearly 20 years, with a strong staff count and an ever growing team. … more

    Apply Now
  9. IFA Administrator

    Posted a week ago by Page Personnel

    Salary:
    £25,000 - £30,000/annum
    Location:
    Ormskirk, Lancashire (78 miles)
    Job Type:
    Permanent

    We are working with a successful financial services organisation in Ormskirk to recruit for an IFA Administrator to join their growing administration function. Client Details. This IFA business has been established for nearly 20 years, with a strong staff count and an ever growing team. … more

    Apply Now
  10. Financial Services Administrator

    Posted a week ago by Lime People Search & Select Ltd

    Salary:
    £23,000 - £28,000/annum £23-28k +bens
    Location:
    CH1, Chester, Cheshire West and Chester (91 miles)
    Job Type:
    Permanent

    My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, … more

    Apply Now
  11. Business Administrator

    Posted 05/09/2024 by Extension Recruitment

    Quick apply
    Location:
    NE6, Ouseburn, Newcastle upon Tyne (72 miles)
    Job Type:
    Permanent

    This Business Administrator role is a fantastic opportunity for someone with experience in a broad administration role supporting a wide range of business functions. The role will suit someone with high attention to detail and who thrives in a high volume environment. This role can offer … more

  12. Legal Cashier

    Posted a week ago by Quest Employment

    Salary:
    £25,000 - £30,000/annum
    Location:
    LE2, Oadby, Leicestershire (93 miles)
    Job Type:
    Permanent

    Liaising with fee earners and support staff regarding financial queries. Preparing month-end and year-end financial reports. Assisting with budget preparation and financial planning. Maintaining accurate financial records and ledgers. more

    Apply Now
  13. Junior Compliance Administrator

    Posted 30/08/2024 by NJR Recruitment Ltd

    Salary:
    £23,000 - £25,000/annum
    Location:
    York, City of York
    Job Type:
    Permanent

    The main purpose of your role will be to provide full admin support to the Compliance manager, whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner. Responsibilities include. Checking files are compliant. Keeping up with … more

    Apply Now
  14. Junior IFA Administrator

    Posted a week ago by Heat Recruitment Ltd

    Remote job
    Salary:
    £22,000 - £24,000/annum exam support, progression, 25days
    Location:
    M2, Manchester, Greater Manchester (57 miles)
    Job Type:
    Permanent

    This is a fantastic position for a graduate, school leaver or administrator looking to develop a career in Financial Planning. They are a growing firm that can offer genuine career development by offering such a broad proposition, plus exam and study support for people … more

    Apply Now
  15. Ifa Administrator

    Posted 3 days ago by Heat Recruitment Ltd

    Salary:
    £28,000/annum
    Location:
    Chester, Cheshire West and Chester (91 miles)
    Job Type:
    Permanent

    This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK … more

    Apply Now
  16. Financial Planning Administrator

    Posted a week ago by Lime People Search & Select Ltd

    Salary:
    £27,000 - £30,000/annum £27-30k +bens
    Location:
    Harrogate, North Yorkshire (18 miles)
    Job Type:
    Temporary

    My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning. We are urgently seeking an experienced Financial more

    Apply Now
  17. Financial Adviser

    Posted today by Bennett and Game Recruitment LTD

    Remote job
    Salary:
    £25,000 - £100,000/annum
    Location:
    Nottingham, Nottinghamshire (69 miles)
    Job Type:
    Permanent

    As a Financial Adviser you will play a critical role in helping clients manage their finances, plan for their futures and achieve their financial objectives. You will be working closely with clients to understand their financial situations, develop … more

    Apply Now
  18. Transport Coordinator

    Posted 04/09/2024 by Consortium Professional Recruitment Ltd

    Salary:
    £28,000/annum
    Location:
    HU13 0GD (30 miles)
    Job Type:
    Permanent

    Consortium are pleased to be partnering with an international logistics provider, who are looking for a Transport Coordinator to support the team with 3rd party suppliers and drivers. Planning experience is not essential, however experience within a transport/logistics environment … more

    Apply Now
  19. Accounts Senior - Derbyshire

    Posted a week ago by Additional Resources

    Salary:
    £28,000 - £32,000/annum
    Location:
    Derby (73 miles)
    Job Type:
    Permanent

    In this role you will report to senior managers and provide support primarily with year-end accounts preparation and management accounts. Full study support package is offered for part-qualified candidates. You will be responsible for. Compile an account working file and draft more

    Apply Now
  20. Senior IFA Administrator

    Posted a week ago by North Oak Recruitment

    Salary:
    £27,000 - £35,000/annum plus benefits
    Location:
    Kibworth Beauchamp, Leicestershire (98 miles)
    Job Type:
    Permanent

    They now have an exciting opportunity for an individual to join their team, providing quality client care and administrative support to the Financial Planners. Main Responsibilities. Review planning: The scheduling, planning and organising client reviews with the … more

    Apply Now
  21. Mortgage Administrator

    Posted 05/09/2024 by Halecroft Recruitment

    Salary:
    £25,000 - £30,000/annum
    Location:
    Altrincham (65 miles)
    Job Type:
    Permanent

    We are currently recruiting for a Mortgage Administrator to join an award-winning Wealth Management business that offer quality financial planning and investment advice based in Hale, Altrincham. Office-based role: Working Hours: Mon – Fri 8.30 am – 5 pm. The role. Responsible for … more

    Apply Now
  22. IFA Administrator

    Posted a week ago by Lime People Search & Select Ltd

    Salary:
    £26,000 - £30,000/annum £26-30K +bens
    Location:
    Sheffield, South Yorkshire (42 miles)
    Job Type:
    Permanent

    My client is an Independent Financial Advisory firm based in Sheffield providing Financial Advice to both Businesses and individuals mainly within Pensions and Retirement Planning, but also offering holistic Financial Planning services. We are urgently … more

    Apply Now
  23. Finance Business Partner - 12 Month FTC

    Posted 06/09/2024 by Bayman Atkinson Smythe

    Location:
    Eccles (60 miles)
    Job Type:
    Permanent

    Paying up to £60k plus benefits and a hybrid working environment, we are looking for a Part Qualified/ Qualified Finance Business Partner on a 12 Month Fixed Term Contract – who wants to develop and grow with our not for-profit client based in Salford. This role is designed to elevate more

    Apply Now
  24. Paraplanner

    Posted 04/09/2024 by Uniting People

    Location:
    Newcastle under Lyme, Staffordshire (81 miles)
    Job Type:
    Permanent

    You will play a vital role in supporting a Financial Adviser that takes an holistic approach providing comprehensive financial/Tax planning services to a wide client portfolio. You will have the opportunity to work closely with clients, conduct research, and … more

    Apply Now
  25. Estate Agent - Rutland

    Posted 2 weeks ago by Additional Resources

    Salary:
    £20,000 - £55,000/annum
    Location:
    Oakham (90 miles)
    Job Type:
    Permanent

    Experience in sales agency, full training and support provided from the start. Strong listening skills and a positive mindset. Confident communicator with experience in consultative selling. Valid UK driving licence. What's on offer. Bonus scheme. Company pension. Birthday off. Company … more

    Apply Now

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