Financial Planning Consultant Jobs in Halifax
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Search results - Financial Planning Consultant Jobs in Halifax
IDEX Consulting Ltd-Halifax
/Medical/Pension
• A high standard of compliance and regulatory knowledge
• Ability to use Microsoft Word and Excel and demonstrate excellent written skills.
• Experience using client management / financial planning tools
• Visit the IDEX Consulting Ltd...
IDEX CONSULTING LTD-Halifax
and autonomously
• Ability to use Microsoft Word and Excel and demonstrate excellent written skills.
• Competent IT skills
• Experience using client management / financial planning tools
• Familiarity of dealing with third parties
Visit the IDEX Consulting Ltd...
mindmatch.ai -
IDEX Consulting Ltd-Halifax
/Medical/Pension
• A high standard of compliance and regulatory knowledge
• Ability to use Microsoft Word and Excel and demonstrate excellent written skills.
• Experience using client management / financial planning tools
• Visit the IDEX Consulting Ltd...
Pontoon Solutions-Halifax
is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone’s chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities...
mindmatch.ai -
Tempest Jones-Leeds, 15 mi from Halifax
first line administrative and technical support to the Financial Planning Consultant whilst continuing to be the main point of contact for clients maintaining a high level of service. Core duties will involve:
1. Processing new business.
2. Gathering...
appcast.io -
Pontoon Solutions-Halifax
is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone’s chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities...
Lime People Search & Select Ltd-Leeds, 15 mi from Halifax
a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of contact for clients...
appcast.io -
Sale, 28 mi from Halifax
to assist the Financial Planning Team in reaching new business and provide support to the relevant Financial Adviser or Wealth Consultant in detailed research (quotes, product selection and existing product review) in preparation of recommendations/review...
cv-library.co.uk -
Finlink Ltd-Leeds, 15 mi from Halifax
and as such are looking to expand their support team. This role is based in the Leeds office.
The role
As a Financial Planning Assistant, you’ll be supporting financial planning consultants through obtaining and providing relevant documentation and research...
appcast.io -
Leeds, 15 mi from Halifax
a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of contact for clients...
cv-library.co.uk -
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