Baird White has been retained by a niche financial services broker specializing in providing holistic financial planning advice to wealthy and professional private clients. Continued success has created the need to recruit an additional Sales Support Administrator. Baird White operates as a permanent employment agency exclusively recruiting within the financial services industry
via Baird White Ltd
West Yorkshire - Leeds, Horsforth
You will work with the exiting team to provide support to one of the senior consultants. Your duties will include processing business, obtaining valuations, generating quotations, provider liaison and proofreading complex documents. Applications w ... See more
via Baird White Ltd
West Yorkshire - Leeds
Continued growth has created a need to recruit an additional Administrator to join the existing team. Working closely with the Paraplanners and Consultants you will provide valuable support to ensure clients continue to receive high levels of service ... See more
via Baird White Ltd
West Yorkshire - Leeds, Horsforth
This combination of practice, teaching and learning enables us to provide an unrivalled service to people in need. Our Vision: A safe space that empowers individuals to manage their own lives and flourish Our Values: Community L ... See more
via Baird White Ltd
West Yorkshire - Leeds, Horsforth
The post holder will also promote the UWTSD brand, with a particular focus on LC/BC’s programmes, opportunities and services. Main duties include: Help develop and deliver LC/BC-based marketing and communications strategies and correspon ... See more
via Baird White Ltd
West Yorkshire - Leeds, Horsforth
This is an excellent opportunity to progress your career within a fast-paced, supportive and employee driven organization. Main Responsibilities: Provide administrative support to all fee earners and secretaries including audio typing, gener ... See more
via Baird White Ltd
West Yorkshire - Leeds, Horsforth
We are looking for a highly motivated, committed and organized worker to join our Company Commercial practice group, providing administrative support to our legal advisers and secretaries. File opening and closing Archiving and deeds scheduli ... See more
via Baird White Ltd
West Yorkshire - Leeds, Horsforth
You will assist with month-end close activities for the Company’s International subsidiaries, including the preparation and posting of journals and review of month end files prepared by Accounting Providers. This role will require strong c ... See more
via Baird White Ltd
West Yorkshire - Leeds, Horsforth
You will be a qualified accountant (ACA/ACCA/CIMA) with strong experience of month end accounting across diverse balance sheet operations. You will enjoy being a hands on and challenged member of a busy and growing team, with strong excel skills and ... See more
via Baird White Ltd
West Yorkshire - Leeds, Horsforth
The purpose of this role is to provide central resource support to the Sales Consultants and work as part of a Sales Support Team. You will be involved in the delivery of service to a team of Financial Advisers within agreed service levels including ... See more
via Baird White Ltd
West Yorkshire - Leeds, Horsforth
Manage the central and electronic billing for clients Process invoices for clients following the rules that apply to the individual client Ensure that bills are raised in a timely manner and the corresponding backup records are correct Liais ... See more
via Baird White Ltd
West Yorkshire - Leeds
• To put together risk presentations and/or fact finds to forward to Insurers and to negotiate insurance premiums and cover in line with clients requirements • Review insurer placements to ensure that best advice is offered at all times ... See more
via Baird White Ltd
West Yorkshire - Leeds
• To put together risk presentations and/or fact finds to forward to Insurers and to negotiate insurance premiums and cover in line with clients requirements • Review insurer placements to ensure that best advice is offered at all times ... See more
via Baird White Ltd
West Yorkshire - Leeds
• To put together risk presentations and/or fact finds to forward to Insurers and to negotiate insurance premiums and cover in line with clients requirements • Review insurer placements to ensure that best advice is offered at all times ... See more
via Baird White Ltd
West Yorkshire - Leeds
• To put together risk presentations and/or fact finds to forward to Insurers and to negotiate insurance premiums and cover in line with clients requirements • Review insurer placements to ensure that best advice is offered at all times ... See more
via Baird White Ltd
West Yorkshire - Leeds
• To put together risk presentations and/or fact finds to forward to Insurers and to negotiate insurance premiums and cover in line with clients requirements • Review insurer placements to ensure that best advice is offered at all times ... See more
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