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

Financial Planning Administrator
Exchange Street Claims & Financial Services —Wetherby
- £35,000 a year
- Hybrid work
- Free parking
IFA Administrator
NJR Recruitment —Wetherby
- £28,000 - £37,000 a year
- Financial services
- Communication skills
- Free parking
Wealth Planner
Morris Jane Associates —York
- £90,000 a year
2d
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Graduate Trainee Financial Adviser
Clarity Wealth Limited —Leeds
- £25,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Life insurance
Quick apply
Senior Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Employee assistance programme
- Referral programme
Quick apply
Paraplanner
Redmayne Bentley —Leeds
- £45,000 - £55,000 a year
- Full-time
- Financial services
- Communication skills
1d
Experienced Financial Services Administrator
Budge and Company —Harrogate
- Full-time
- Financial services
- Communication skills
- Free parking
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
- Financial services
Quick apply
Paraplanner
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Client Administrator
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Financial services
Quick apply
Senior Administrator
Pen-Life Associates Ltd —York
- £26,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
Paraplanner
BBT Group —Wakefield
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook

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Graduate Trainee Financial Adviser
Clarity Wealth Limited —Leeds
Assist with research and analysis of financial products to support recommendations. Coordinate with product providers and third-party organizations.
£25,000 a year
Quick apply
Trainee Financial Planner/Adviser
Informed Financial Planning —Hessle
2 year experience in Paraplanning. Dealing with day-to-day administration and handling follow-up tasks such as ensuring client files including Fact Find,…
£37,000 - £43,000 a year
Quick apply

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Financial Planning Administrator

Exchange Street Claims & Financial Services
Wetherby

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Job details

Permanent
£35,000 a year

Benefits

Free parking
Company pension

Qualifications

Financial planning

Full job description

Posted: 18/05/26 Recruiter: Exchange Street Claims & Financial Services Reference: 3110806716 Type: Permanent Salary: £35,000 Annual Location: Wetherby, Yorkshire and the Humber Description: Some firms don't even know what a career journey is, never mind put one in place.So you get stuck, in a rut, doing the same old, same old. Year after year.Not here.Here you'll join as an administrator to replace someone who is moving into a paraplanning job. And they're replacing a paraplanner who has become a financial planner.What does that tell you? This is a business where internal progression and nurturing are core values. Where actions speak louder than words.You'll be looked after in other ways too.Starting salary is to £35,000 plus you qualify for the company's bonus scheme. This typically means a 10% annual bonus ever year.Alongside that you get:

8% employer pension contribution
PMI
DIS x 4
25 days holiday
Once you've settled in there's hybrid working (3 days in the office)
Free parking and beautiful offices

As for the job itself you'll work with another administrator supporting the firm's planners. These planners are highly qualified and engaged with interesting cases so you'll learn a lot too.You'll use IO, deal with clients, prepare meeting packs, submit new business etc.The firm have close to £500m AUM and 350 clients. They are independent and fiercely proud of being a smaller company (albeit one that punches above its weight).HERE'S WHAT YOU'LL NEED:You will be an experienced administrator in a financial planning firm.IFA and IO experience is essential. Platform experience is useful.You'll be conscientious and keen to learn. -Tired of the same old same old? Click apply.If you don't have a CV don't worry, we can come to that later. Just send us a way of contacting you.Everyone will receive a response.

Apply Now

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financial planner jobs in wetherby, wyk

Financial Planning Administrator

IFA Administrator

Wealth Planner

Financial Planning Administrator

Graduate Trainee Financial Adviser

Senior Financial Planning Administrator

Paraplanner

Experienced Financial Services Administrator

Holistic Financial Adviser

Team Leader Client Administration

Paraplanner

Client Administrator

Senior Administrator

Paraplanner

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