Financial Planning Specialist

1 month ago


Harrogate, North Yorkshire, United Kingdom PEXA Group Full time
Employed Financial Adviser

Our client is a leading Financial Planning firm, specialising in Pensions, Investments, Mortgages, Life, Health and Critical Illness Insurances, serving both Individuals and Businesses throughout the UK.


  • Provide high-quality Investment Advice in accordance with current regulations and within the firm's standards and procedures
  • Maintain and grow the existing HNW client book, retaining existing clients and building a strong network of professional connections
  • Identify and suggest new Investment propositions and make recommendations to enhance the firm's offerings
  • The successful candidate will be a qualified Financial Adviser with demonstrable experience of maintaining and developing solid client relationships and professional networks within the Financial Advice space, with a minimum of 3-4+ years of experience. They will ideally have a client base that can be brought across to the firm.


  • Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full time

    Financial Planning Support SpecialistAt Lime People Search & Select Ltd, we are seeking an experienced Financial Planning Support Specialist to join our team on a 9-month maternity cover contract. As a Financial Planning Support Specialist, you will provide full administrative support to a team of Financial Planners/Advisers, ensuring the smooth operation of...


  • Harrogate, North Yorkshire, United Kingdom https:www.energyjobline.comsitemap Full time

    We are seeking a highly organized and detail-oriented Financial Planning Support Specialist to join our team on a 9-month maternity cover contract. The successful candidate will provide full administrative support to our Financial Planners/Advisers, ensuring seamless day-to-day operations.Key Responsibilities:Update and maintain accurate records on our...


  • Harrogate, North Yorkshire, United Kingdom CV Library Full time

    Job Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Asset Planning Officer to join our team. As an Asset Planning Officer, you will play a crucial role in providing expert financial planning and wealth management solutions to our clients.Key Responsibilities:Work closely with clients to understand their financial goals and...


  • Harrogate, North Yorkshire, United Kingdom CV Library Full time

    Job Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Asset Planning Officer to join our team. As an Asset Planning Officer, you will play a crucial role in providing expert financial planning and wealth management solutions to our clients.Key Responsibilities:Work closely with clients to understand their financial goals and...


  • Harrogate, North Yorkshire, United Kingdom CV Library Full time

    Job Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Asset Planning Officer to join our team. As an Asset Planning Officer, you will play a crucial role in providing expert financial planning and wealth management solutions to our clients.Key Responsibilities:Work closely with clients to understand their financial goals and...


  • Harrogate, North Yorkshire, United Kingdom CV Library Full time

    Job Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Asset Planning Officer to join our team. As an Asset Planning Officer, you will play a crucial role in providing expert financial planning and wealth management solutions to our clients.Key Responsibilities:Work closely with clients to understand their financial goals and...


  • Harrogate, North Yorkshire, United Kingdom CV Library Full time

    Job Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Asset Planning Officer to join our team. As an Asset Planning Officer, you will play a crucial role in providing wealth and financial planning solutions to our clients.Key Responsibilities:Work directly with clients to provide a wide range of financial planning solutions and...


  • Harrogate, North Yorkshire, United Kingdom CV Library Full time

    Job Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Asset Planning Officer to join our team. As an Asset Planning Officer, you will play a crucial role in providing wealth and financial planning solutions to our clients.Key Responsibilities:Work directly with clients to provide a wide range of financial planning solutions and...


  • Harrogate, North Yorkshire, United Kingdom CV Library Full time

    Job Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Asset Planning Officer to join our team. As an Asset Planning Officer, you will play a crucial role in providing wealth and financial planning solutions to our clients.Key Responsibilities:Work directly with clients to provide a wide range of financial planning solutions and...


  • Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full time

    About NJR RecruitmentNJR Recruitment is pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced and talented Paraplanner to join their dynamic and ever-growing business.What We OfferExcellent basic salary30 Days Holiday + Bank HolidaysClose for ChristmasHybrid WorkingExcellent Enhanced Pension...


  • Harrogate, North Yorkshire, United Kingdom IGS Ltd. Full time

    Employed Financial AdviserIGS Ltd. is seeking an experienced Financial Adviser to join our team. Our client is a leading expert in Financial Planning, specialising in Pensions, Investments, Mortgages, Life, Health and Critical Illness Insurances, serving both Individuals and Businesses throughout the UK.Key Responsibilities:Provide high-quality Investment...


  • Harrogate, North Yorkshire, United Kingdom IGS Ltd. Full time

    Employed Financial AdviserIGS Ltd. is seeking an experienced Financial Adviser to join our team. Our client is a leading expert in Financial Planning, specialising in Pensions, Investments, Mortgages, Life, Health and Critical Illness Insurances, serving both Individuals and Businesses throughout the UK.Key Responsibilities:Provide high-quality Investment...


  • Harrogate, North Yorkshire, United Kingdom IGS Ltd. Full time

    Employed Financial AdviserIGS Ltd. is seeking an experienced Financial Adviser to join our team. Our client is a leading expert in Financial Planning, specialising in Pensions, Investments, Mortgages, Life, Health and Critical Illness Insurances, serving both Individuals and Businesses throughout the UK.Key Responsibilities:Provide high-quality Investment...


  • Harrogate, North Yorkshire, United Kingdom IGS Ltd. Full time

    Employed Financial AdviserIGS Ltd. is seeking an experienced Financial Adviser to join our team. Our client is a leading expert in Financial Planning, specialising in Pensions, Investments, Mortgages, Life, Health and Critical Illness Insurances, serving both Individuals and Businesses throughout the UK.Key Responsibilities:Provide high-quality Investment...


  • Harrogate, North Yorkshire, United Kingdom IGS Ltd. Full time

    Employed Financial AdviserIGS Ltd. is seeking an experienced Financial Adviser to join our team. Our client is a leading expert in Financial Planning, specialising in Pensions, Investments, Mortgages, Life, Health and Critical Illness Insurances, serving both Individuals and Businesses throughout the UK.Key Responsibilities:Provide high-quality Investment...


  • Harrogate, North Yorkshire, United Kingdom IGS Ltd. Full time

    Employed Financial AdviserIGS Ltd. is seeking an experienced Financial Adviser to join our team. Our client is a leading expert in Financial Planning, specialising in Pensions, Investments, Mortgages, Life, Health and Critical Illness Insurances, serving both Individuals and Businesses throughout the UK.Key Responsibilities:Provide high-quality Investment...


  • Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full time

    IFA Administrator Job OpportunityNJR Recruitment is seeking a highly organized and detail-oriented IFA Administrator to join a reputable firm of Independent Financial Advisers in Harrogate.This role will provide direct administration support to a team of Financial Planners, who advise clients on Whole of the Market products. The successful candidate will be...


  • Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full time

    IFA Administrator Job OpportunityNJR Recruitment is seeking a highly organized and detail-oriented IFA Administrator to join a reputable firm of Independent Financial Advisers in Harrogate.This role will provide direct administration support to a team of Financial Planners, who advise clients on Whole of the Market products. The successful candidate will be...


  • Harrogate, North Yorkshire, United Kingdom PEXA Group Full time

    Employed Financial Adviser RoleOur client is a leading Financial Planning firm, specialising in Pensions, Investments, Mortgages, Life, Health and Critical Illness Insurances, serving both Individuals and Businesses throughout the UK.Provide high-quality Investment Advice in accordance with current regulations and within the firm's standards and...


  • Harrogate, North Yorkshire, United Kingdom PEXA Group Full time

    Employed Financial Adviser RoleOur client is a leading Financial Planning firm, specialising in Pensions, Investments, Mortgages, Life, Health and Critical Illness Insurances, serving both Individuals and Businesses throughout the UK.Provide high-quality Investment Advice in accordance with current regulations and within the firm's standards and...