Financial planner Work, Jobs in Baildon, Wyk (with Salaries)

Financial Services Administrator
Little & Georgiou —Hipperholme
- Up to £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Flexitime
- Employee discount
Quick apply
10d
Paraplanner
Redmayne Bentley —Leeds
- £40,000 - £50,000 a year
- Full-time
- Financial services
- Communication skills
Regional Wealth Planner
HSBC Global Services Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Travel
- Banking
10h
Paraplanner
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Experienced Financial Services Administrator
Budge and Company —Harrogate
- Full-time
- Financial services
- Communication skills
- Free parking
Financial Planning Client Administration Team Leader
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Leadership
Quick apply
3d
Paraplanner
BBT Group —Wakefield
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
IFA Client Administrator
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Financial services
Quick apply
Holistic Financial Adviser
Partnership Recruitment —Farnley and Wortley
- Hybrid work
- Work from home
- Flexible schedule
Team Leader Client Administration
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Leadership
Quick apply

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Financial Services Administrator

Little & Georgiou
Hipperholme

Quick apply

Job details

Full-time
Up to £28,000 a year
10 days ago

Benefits

Cycle to work scheme
Employee mentoring programme
Financial planning services
Flexitime
Company pension
Company events
Private medical insurance
Employee discount
Life insurance
Sick pay

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft Office
Financial services
Communication skills

Full job description

Job Overview
We’re currently looking for an experienced Administrator to join our dynamic and friendly team here at Little & Georgiou (IFA) Limited. Every day, we support people on their journey to financial security - we do it with energy, teamwork, and a genuine passion for helping others.

At Little & Georgiou, we value personal growth just as much as professional development. We embrace challenges, celebrate progress, and cheer each other on. If you're someone who thrives in a supportive environment and enjoys learning new things, you might just be the perfect fit for us.

What We're Looking For:

We're seeking someone who’s:

Comfortable working with back-office databases and Microsoft Office (especially Word, Outlook, and Excel)
Confident answering and making telephone calls
Great at following processes and has a sharp eye for detail
A team player who’s eager to learn and grow with us

No financial services experience? Not a problem, we can get you up to speed on that!

A Snapshot of the Role:

You’ll be supporting our Financial Planners by handling client-related administration. This includes:

Telephone calls and emails
Preparing for client meetings
Processing applications
General client support and administration

Weekly Working Hours:

Role: Full-Time:
Days: Monday – Friday, 9am – 5pm

Hours: 35 hours per week

Location: In person (office based)

What You’ll Need:

At least 4 GCSEs (A–C), including English and Maths
Over 1 year of admin experience preferable
Strong written and verbal communication skills
An enthusiastic, can-do attitude
Ability to work independently and juggle multiple priorities

The Role in Brief:

The successful applicant will assist the financial planners with all aspects of the client relationship to ease the amount of administration work they are involved in. This includes filtering calls, preparing for client meetings, processing new applications and all general client administration.

Employee Benefits:

25 days holiday + bank holidays
Death in Service Scheme
Private Medical Insurance
Company Pension Scheme Contribution
Birthdays - Paid day off if your birthday falls on a working day
Free full financial planning service (with no ongoing fees!)

Sound Good? Here’s How to Apply:

To be considered, please email [email protected] addressed to the Manager of HR & Administration, Sarah Hartley with the following:

CV
A covering letter/email explaining why you'd love to be part of our team

We look forward to hearing from you!

Closing date for applications: 8am on Monday 6th July

Job Type: Full-time

Ability to commute/relocate:

Hipperholme (HX3 8HJ): reliably commute or plan to relocate before starting work (preferred)

Pay: Up to £28,000.00 per year

Benefits:

Company events
Company pension
Cycle to work scheme
Employee discount
Employee mentoring programme
Financial planning services
Flexitime
Life insurance
Private medical insurance
Sick pay

Work Location: In person

Quick apply

Refine Your Search

financial planner jobs in baildon, wyk

Financial Services Administrator

Paraplanner

Regional Wealth Planner

Paraplanner

Experienced Financial Services Administrator

Financial Planning Client Administration Team Leader

Paraplanner

IFA Client Administrator

Holistic Financial Adviser

Team Leader Client Administration

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