114 Finance Jobs in Cross Bank(Financial Services)

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Pensions Data Specialist

Pensions Data Specialist

15 April by WTW

Role: Unique opportunity to join WTW as a Pensions Data Specialist implementing bulk calculations within a highly experienced and diversified team. Us...

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IFA Administrator

IFA Administrator

IFA Administrator Wakefield, Leeds c. 30,000, plus benefits Our client is an established Financial Planning practice in Wakefield, who are looking to recruit an experienced IFA Administrator to join their expanding team, with excellent progression op...

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Financial Adviser

Financial Adviser

1 May by Recruit UK

Job Title: Financial Adviser Industry: Financial Services Location: Cleckheaton, West Yorkshire Salary: 35,000 Reference Number: 9031 Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for an Employed Financial Advi...

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Mortgage Client Liaison Officer

Mortgage Client Liaison Officer

Knowledge of Financial Services? Looking for a customer focus role with an award winning business? As an award-winning family run business, the company pride themselves on their customer centric approach. As one of the largest Independent Estate Agen...

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Financial Planning Assistant

Financial Planning Assistant

The Company: Nationally renowned IFA firm with a site in central Huddersfield looking to add a Financial Planning Assistant in a hybrid Admin/Paraplanner type role, which will quickly develop into a pure paraplanning remit: Office Location: Central H...

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Junior IFA Administrator

Junior IFA Administrator

Junior IFA Administrator Huddersfield 22,000- 23,000 NJR are currently working with a leading Independent Wealth Management Advisory firm based in Huddersfield who are looking for a Trainee IFA Administrator to join their ambitious, expanding and tec...

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Trainee Paraplanner

Trainee Paraplanner

Trainee Paraplanner Huddersfield 26,000 - 33,000 Our client is a well established independent financial planning practice who, due to their ongoing growth, has an excellent opportunity for a Trainee Paraplanner to join team. Working out of their offi...

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Paraplanner

Paraplanner

1 May by Ortus PSR

We are seeking a paraplanner to join their growing Paraplanning Department to work closely with Financial Planners and produce competent suitability reports. We offer the right candidates the opportunity to work closely with our Investment Committee ...

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Investment Administartor

Investment Administartor

22 Feburary by Heat Recruitment

Investment Administrator - Great Leeds Area Basic up to 40,000 plus excellent package Company A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Leeds with the addition...

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Paraplanner

Paraplanner

30 April by Ortus PSR

We are seeking a talented paraplanner to join our client's growing Paraplanning Department. Although the main focus of a Paraplanning role at this leading IFA is working closely with the Financial Planners and the production of client suitability rep...

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Independent Financial Adviser - Leeds - full client bank provided

Independent Financial Adviser - Leeds - full client bank provided

30 April by MI Search Ltd

This respected national IFA firm is currently seeking an experienced financial adviser to join its team in Leeds. In this role you will be provided with a substantial client portfolio to service and also administration and paraplanning support. You m...

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Paraplanner

Paraplanner

Paraplanner Based Leeds Salary: 33,000 - 40,000 Are you a Part or Diploma qualified Paraplanner who is looking for your next move? Are you looking to work with an Adviser so you can build and develop strong relationships with the clients? Do you feel...

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Trainee Paraplanner

Trainee Paraplanner

Study support 23 days annual leave, rising to 28 after 2 years service Trainee Paraplanner West Yorkshire Salary up to 35,000 (Experience dependant) Exam support and Funding 23 days annual leave, which increases by a day after Year 1, up to 28 days a...

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Financial Planning Administrator

Financial Planning Administrator

29 April by NJR Recruitment

Financial Planning Administrator Wakefield 22,000 - 25,000 NJR Recruitment is currently working with a leading Wealth Management Company, who provides holistic wealth management advice to clients based across the UK. Due to their continued growth are...

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Sales Support - IFA

Sales Support - IFA

My client is a leading network of IFA (Independent Financial Advisors) providing advice to both Corporate and Private clients on Investments, Retirement Planning, Estate Planning, Mortgages & Insurance and On-line Trading. We are seeking a Sales Supp...

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Employed Financial Adviser

Employed Financial Adviser

My client is a Independent Financial Advisory firm, specialising on advising both businesses and individuals on aspects of Financial Planning including Investments, Pensions, Retirement Planning, Mortgages and on the Corporate side Employee Benefits,...

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Employed Financial Adviser

Employed Financial Adviser

My client is a leading firm within their sector and specialise in offering Independent Financial Advice to both Corporate, Individuals & High Net Worth (HNW) Clients. We are currently seeking experienced qualified (Financial Planning Certificate / Di...

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Client Support Executive

Client Support Executive

My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effecti...

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Private Client Administrator

Private Client Administrator

My client is a Financial Advisory firm, providing sound Financial Advice to both individuals and corporate / businesses, surrounding Investments, Pensions and Retirement Advice. We are urgently seeking someone to join the Private Client Support team ...

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Financial Planning Assistant

Financial Planning Assistant

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...

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Paraplanner

Paraplanner

My client is a small Financial Planning firm, bringing together decades of experience in financial planning and advice, supported by specialists in investment, tax, pensions, wills, trusts and more. We are seeking an experienced Paraplanner to join e...

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Paraplanner

Paraplanner

My client is a growing family run Financial Advisory firm based in the North Leeds areas, providing business and individuals with sound financial advice relating to Pensions, Investment & Wealth Management, Tax Planning & Estate Planning. Due to a 5-...

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Paraplanner

Paraplanner

My client is a nationwide Financial Planning / Wealth Management firm, providing both individuals and businesses with tailored Financial Solutions that meet their needs. We are currently seeking an experienced Paraplanner, to join an existing team as...

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Trainee Financial Adviser

Trainee Financial Adviser

My client is a leading Investment Management & Financial Planning firm based in Central Sheffield, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial...

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Paraplanner

Paraplanner

My client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being...

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