Pensions Paraplanning Specialist
3 weeks ago
We are seeking a skilled Paraplanner with 2+ years of experience working within Paraplanning and writing suitability reports. The ideal candidate will be Level 4 Diploma qualified or close to achieving their diploma, coupled with relevant Paraplanning experience.
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Pensions Planning Specialist
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Heat Recruitment Full timeAs a Pensions Planning Specialist at Heat Recruitment, you will be responsible for conducting in-depth research on various financial products, including pensions, investments, insurance, and tax strategies.The successful candidate will analyse client portfolios, identifying areas for improvement or opportunities for growth. You will prepare detailed...
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Pension Fund Administrator
1 month ago
Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full timeJob Title: Pension Fund AdministratorLime Search & Select Ltd is seeking an experienced Pension Fund Administrator to join their team. This role offers a competitive salary of £45,000 - £55,000 per annum.About the Role:The successful candidate will be responsible for preparing non-client facing documentation, writing reports, and providing analysis and...
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Administration Support Professional
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full timeJob Overview:This Pensions Paraplanning Specialist role involves supporting the development and implementation of financial plans and reports. We are seeking an experienced Paraplanner with strong analytical and communication skills to join our team at Lime Search & Select Ltd.Key Responsibilities:Developing and implementing financial plans and...
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Financial Planning Specialist
3 weeks ago
Harrogate, North Yorkshire, United Kingdom Heat Recruitment Full timeJob Title: Financial Planning SpecialistWe are seeking a skilled Financial Planning Specialist to join our team at Heat Recruitment. As a key member of our team, you will play a vital role in assisting financial planners with complex tasks and ensuring that clients receive the highest level of service.Key Responsibilities:* Conduct thorough research on...
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Financial Planner Support Specialist
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Switch Recruitment Services Ltd Full timeJob DescriptionWe are proud to be supporting a leading, national wealth management and financial planning firm with continued expansion plans.Candidates will be responsible for providing a first-class service to clients and supporting Financial Planners with full research and suitability report writing support. You will liaise with the Financial Planner and...
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Financial Planning Administrator
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full timeJob Title:Financial Planning AdministratorAbout the Role:We are seeking an experienced Paraplanner to join our team at Lime Search & Select Ltd. As a Financial Planning Administrator, you will provide administrative support in the preparation of non-client facing documentation and write reports as directed.Key Responsibilities:Preparing and administering...
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Report Writing Specialist
1 month ago
Harrogate, North Yorkshire, United Kingdom Austin Fraser Full timeAbout the Opportunity:This is a fantastic opportunity for a career-focused Paraplanner to join a reputable Investment Management & Financial Planning firm in North Leeds.Key Responsibilities:Provide report writing assistance, including suitability reports for client reviews and new business based on individual needs.Collaborate with the Paraplanning Manager...
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Investment Management Support Specialist
3 weeks ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeWe are seeking an ambitious and detail-oriented Paraplanner or Trainee Paraplanner to join our fast-paced Investment Management and Financial Planning firm. As a valued member of our team, you will play a crucial role in supporting our Financial Advisers with research and writing technical suitability reports for clients.About the PositionTo provide...
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Supporting Financial Planners Specialist
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Switch Recruitment Services Ltd Full timeAbout the Role:We are proud to be supporting a leading national wealth management and financial planning firm in their continued expansion plans. The successful candidate will join their busy team as a Paraplanner, responsible for delivering a first-class service to clients and assisting Financial Planners with full research and suitability report writing...
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Investment Planning Specialist
1 month ago
Harrogate, North Yorkshire, United Kingdom Heat Recruitment Full timeJob SummaryWe are seeking an experienced Investment Planning Specialist to join our team at Heat Recruitment. As a key member of our financial services team, you will play a vital role in providing exceptional support to our HNW clients. With a focus on investment management, this is an exciting opportunity to develop your skills and expertise in a dynamic...
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Financial Planning Expert
3 weeks ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeWe are a well-reputed Investment Management and Financial Planning firm based in the North of England.Job SummaryWe require an experienced Paraplanner or Trainee Paraplanner to join our team, supporting our Financial Advisers with research and writing technical suitability reports for clients. The ideal candidate will have a Diploma in Financial Planning or...
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Financial Planning Assistant
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeBased in the North Leeds area, Lime People Search & Select Ltd is a reputable Investment Management & Financial Planning firm providing a comprehensive financial planning service to both individuals and businesses.We are seeking an experienced Paraplanner / Trainee Paraplanner to support our team of financial advisers in researching new products and writing...
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Financial Planning Specialist
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Austin Fraser Full timeBased in North Leeds, Austin Fraser is a well-established Investment Management & Financial Planning firm providing comprehensive financial services to both individuals and businesses.We require a skilled Paraplanner / Trainee Paraplanner to support our team of Financial Advisers in researching new products and creating detailed technical suitability reports...
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Financial Planning Assistant
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Switch Recruitment Services Ltd Full timeJob Description:We are seeking a skilled Paraplanner to join our successful team at Switch Recruitment Services Ltd. As a Paraplanner, you will provide exceptional support to Financial Planners by conducting thorough research and writing high-quality suitability reports. Your role will involve collaborating closely with the Financial Planner to ensure all...
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Wealth Management Coordinator
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Switch Recruitment Services Ltd Full timeThe Ideal Candidate:We are looking for a skilled Paraplanner to join our client's successful team at Switch Recruitment Services Ltd. The successful candidate will provide exceptional support to Financial Planners by conducting thorough research and writing high-quality suitability reports. Your role will involve collaborating closely with the Financial...
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Financial Planning Assistant
1 month ago
Harrogate, North Yorkshire, United Kingdom Austin Fraser Full timeAbout the Role:We are seeking a highly skilled Paraplanner or Trainee to support our Financial Advisers in product research and technical reporting.Key Responsibilities:To provide report writing assistance, including suitability reports for client reviews and new business based on individual needs.Collaborate with the Paraplanning Manager to log incoming...
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Paraplanner
4 weeks ago
Harrogate, UK, North Yorkshire, United Kingdom Switch Recruitment Services Ltd Full timeWe are proud to be supporting a leading, national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of a Paraplanner to join their busy and successful team.Candidates will be responsible for providing a first class service to clients and supporting Financial Planners with full research and suitability...
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Clinical Nurse Specialist
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Four Seasons Health Care Group Full timeAbout the RoleWe are seeking a highly skilled and experienced Clinical Nurse Specialist to join our team at Four Seasons Health Care Group. As a Clinical Nurse Specialist, you will be responsible for providing high-quality nursing care to our patients and contributing to the development of our nursing team.The successful candidate will have a strong...
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Investment Research Specialist
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Search Full timeJob DescriptionWe are seeking a highly skilled Investment Research Specialist to join our team in Harrogate, North Yorkshire. As an Investment Research Specialist, you will be responsible for acting as an initial point of contact between consultants, clients, and product providers.Your key responsibilities will include preparing for client meetings,...
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Automotive Repair Specialist
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Octane Recruitment Full timeJob OverviewWe are seeking a skilled Automotive Repair Specialist to join our client's main site in Harrogate. As a key member of the team, you will be responsible for diagnosing, repairing, and maintaining a variety of vehicle makes and models.The successful candidate will have a strong understanding of automotive systems, including engine, transmission,...