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355

Financial Services jobs in Normanton, West Yorkshire

 
  • Business Processing Team Leader

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    • £25,000 - £35,000 per annum
    • Leeds
    • 4 days ago
    • 1 applications

    Responsible for ensuring all new business cases are processed effectively relating to introductions to 3rd parties and in line with the SLA. To provide assistance where necessary. Ensure that IRESS Adviser Office has been updated with the details of the case with all relevant fields completed to enable...

  • Advice Quality Unit Team Leader

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    • £35,000 - £45,000 per annum
    • Leeds
    • 4 days ago
    • 2 applications

    Ensure that File Checks are conducted in a consistent and compliant manner within agreed SLA’s. Reviewing file checks undertaken by team members and ensuring that business risks are understood and taken into account resulting in development of both the team and the Financial Planners. To liaise with...

  • Client Liaison Executive Manager

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    • £35,000 - £50,000 per annum
    • Leeds
    • 4 days ago
    • 0 applications

    Supervision of the Client Liaison Executives to ensure delivery on all client service tasks in line with agreed SLA’s. Assist the Operations Director in defining the technical, administrative and customer requirements for the business needs. To meet with Business heads regularly, to act as conduit...

  • Financial Planning Operations Manager

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    • £35,000 - £50,000 per annum
    • Leeds
    • 4 days ago
    • 0 applications

    Supervision of the Team Leader to ensure all new business is processed in line with agreed SLA’s. Supervision of the Team Leader to ensure delivery for the Client Review teams tasks in line with agreed SLA’s. Supervision of the Database Development Manager in terms of the management of IRESS Adviser...

  • Business Development Manager - Yorkshire Region

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    • £35,000 - £64,000 per annum, OTE
    • Leeds
    • 7 March
    • 21 applications

    An exciting opportunity has arisen for an experienced, home based Business Development Manager to join a dynamic lending business to serve the Yorkshire region. The role would suit a high achieving sales person, from a banking or finance background. Main Duties: - Proactively seek new business opportunities...

  • Head of Paraplanning

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    • £45,000 - £60,000 per annum
    • Leeds
    • 4 days ago
    • 1 applications

    A proven track record in paraplanning, including strong experience in the support of successful sales plans To proactively manage and develop the assigned paraplanners in line with the High Performance Culture programme. Ensuring all assigned paraplanners are effectively managed, motivated and developed...

  • Junior Paraplanner/Financial Planning Assistant

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    • £18,000 - £25,000 per annum
    • Leeds
    • 4 days ago
    • 3 applications

    To assist in the provision of financial plans and advice to prospective and existing private clients within internal/ regulatory standards. Job Role To assist in the provision/ implementation of suitable private client financial advice in order to meet and/or exceed agreed activity targets. To assist...

  • Paraplanner/Financial Planning Assistant

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    • £25,000 - £40,000 per annum
    • Leeds
    • 4 days ago
    • 0 applications

    To assist in the provision of financial plans and advice to prospective and existing private clients within internal/ regulatory standards. Job Role To assist in the provision/ implementation of suitable private client financial advice in order to meet and/or exceed agreed activity targets. To assist...

  • Pre- Legal Debt Recovery Executive

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    • £15,000 per annum
    • Leeds
    • 4 days ago
    • 2 applications

    Pre- Legal Debt Recovery Executive Leeds City Centre up to £15,000 per annum DOE 37.5 hours with 1 late per week & one Saturday in 4 My client is a law firm based in the city centre who seek a new collections agent to join their team. You will be responsible for recovering debt in relation...

  • Paraplanner

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    • £30,000 - £35,000 per annum
    • Leeds
    • 8 April
    • 0 applications

    Knowledge and experience A minimum of 3 years’ experience in a paraplanner role within an IFA or Wealth Management firm is essential Experience and knowledge of investment and pension products IRESS (1st Software) experience advantageous Attained or working towards CII Diploma in Financial Planning...

  • Sales Support Administrator

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    • £17,500 - £20,000 per annum
    • Wakefield
    • 8 April
    • 10 applications

    Organisation Description Finance Organisation Job Description Due to company expansion a FANTASTIC new opportunity has arisen with one of my key clients based in Ossett,West Yorkshire. My client has asked me to recruit an experienced administrator to support the sales function that includes both internal...

  • Paraplanner

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    • £28,000 - £38,000 per annum
    • Leeds
    • 8 April
    • 3 applications

    We are currently working exclusively with a well established Wealth Management organisation to recruit an experienced Paraplanner. The organisation have multiple offices in the UK although this particular requirement will be based from the Leeds office. The current requirement is for an experienced...

  • Senior Data Analyst - Product Development - Leeds

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    • up to £30,000 per annum
    • Leeds
    • Today
    • 0 applications

    Senior Data Analyst - Product Development - Leeds This is a unique opportunity to join a leading consultancy, supporting the product development team to develop innovative data based products across a range of markets through analytical research and product development. THE COMPANY As a market leading...

    67 jobs matching this search were posted in the last week

  • Independent Financial Advisor

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    • £40,000 - £120,000 per annum, inc benefits
    • Leeds
    • 11 March
    • 2 applications

    A top end, modern wealth manager, now requires a successful IFA to join their existing financial planning team. Our client who advises on pensions and investments, within a whole of market, would like a Diploma qualified advisor to come on board and advice within these areas to private clients. Most...

  • IFA

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    • £30,000 - £110,000 per annum
    • Leeds
    • 8 April
    • 4 applications

    Independent Financial Advisor Salary: Self Employed Location: Leeds Our client offers their advisers a self-employed contract, based around the principles of maximising their 'marketing effectiveness' while also maximising their 'business efficiency'.The systems, processes and support functions empowers...

  • New Business Administrator

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    • £18,000 - £20,000 per annum
    • Leeds
    • 4 days ago
    • 82 applications

    A renowned professional Retirement Planning Specialist are now seeking an experienced administrator to join their busy, fast paced new business team based East of Leeds. The purpose of the role is to process a high volume of new business applications on a day to day basis within strict turnaround deadlines...

  • Mortgage Specialist

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    • Salary negotiable
    • Leeds
    • 4 days ago
    • 3 applications

    CeMAP qualified Mortgage Specialist We have opportunities in this role in Leeds. Rotating shift patterns include some evenings until 9pm, some Saturdays and/or Sundays. One team with one goal At Barclays, we're all one team. Our mission is to find the right solution for the customer every day. Our...

  • Client Relationship Manager - Financial Services - Leeds, UK

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    • £30,000 - £35,000 per annum, inc benefits
    • Leeds
    • 7 April
    • 13 applications

    Client Relationship Manager - Leading Financial Services Business - Leeds, West Yorkshire, UK Salary package of between £30,000 and £35,000 plus up to 20% bonus, pension and private healthcare Are you a Client Relationship Manager with experience managing key accounts preferably in the financial...

  • Pension Administrator

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    • £16,000 - £17,300 per annum
    • Leeds
    • 7 April
    • 21 applications

    The role of Pensions Administrator will work within a team responsible for the effective day-to-day operation of pension schemes that are progressing through Wind Up, FAS transfer or PPF Assessment Period by providing efficient administration and excellent customer service in line with relevant client...

  • Interim Economic Market Analysis Manager

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    • £600.00 - £700.00 per day
    • Leeds
    • 5 days ago
    • 1 applications

    This is an interim role for an individual who has experience working in a similar role at a senior level with management of a team The role will be involved with Providing long term economic forecasts as input into the strategic plan Quarterly economic monitoring Looking at future trends for existing...

  • Occupational Pension Specialist

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    • £30,000 - £35,000 per annum
    • Leeds
    • 5 days ago
    • 0 applications

    Occupational Pension Specialist sought to take responsibility for sign off of all occupational pension transfers, provide assistance to members for technical queries, assist the paraplanning team to sign off cases as required and maintain the higher licence tests for FRO and OPS for Advisers. The Occupational...

  • Business Assessor

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    • £17,000 - £22,000 per annum
    • Leeds
    • 5 days ago
    • 5 applications

    Business Assessor sought to hold responsibility for assessing new business in accordance with the "Business Submission Standards" within 24 hours of receipt/within 48 hours of receipt and provide appropriate feedback to individual Advisers. Duties will also include updating Business Quality Statistics...

  • Graduate Pricing Analyst

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    • £20,000 - £25,000 per annum
    • Leeds
    • 5 days ago
    • 9 applications

    Do you have a 1st class Bachelors, Masters or PhD degree in Maths, Physics or I.T.? Our client, a financial services based business in Leeds is looking for a Graduate Pricing Analyst to join their dynamic team. As a member of the pricing team you will take ownership of your own portfolio. Central to...

  • E-Commerce Performance

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    • £150.00 - £300.00 per day
    • Leeds
    • 11 April
    • 4 applications

    We are keen to appoint an E-Commerce Performance Analyst for a leading financial services client based in the heart of Leeds. This role is due to commence the beginning of May through to the end of July. You will be joining a team who takes responsibilities for providing high quality and consistent insights...

  • Pensions Administrator

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    • up to £23,000 per annum
    • Leeds
    • 5 days ago
    • 5 applications

    An exciting opportunity has arisen for a full time Advanced Pensions Administrator within a well-known financial services company based in Leeds. The Role Manage a portfolio of clients Prepare manual and computer generated benefit calculations and related correspondence Maintain the BWebstream database...

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