Financial Services Specialist

Job Title: Financial Services Compliance SpecialistWe are looking for a highly motivated Financial Services Compliance Specialist to join our team at Merje Careers. This role is ideal for individuals who want to work in the financial services industry and have a passion for ensuring compliance with regulatory requirements.The estimated salary for this...

Job OverviewWe are seeking a highly skilled Financial Services Specialist to join our team in Harrogate. As an independent financial adviser, you will work on a self-employed basis with a high earning potential.About the RoleYou will be responsible for prospecting and contacting potential clients in accordance with our business plan.Your main objective will...

Pratap Partnership Ltd is seeking a highly motivated Financial Services Specialist to join their team in Harrogate. This exciting opportunity will allow you to contribute towards the continued success of this professional services business under the guidance of an experienced finance professional.Estimated SalaryWe offer a competitive salary range of...

Job 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...

About Page Personnel SalesWe are recruiting a Financial Reporting Specialist to join our high-growth services business in Harrogate.Job DescriptionAs a Financial Reporting Specialist, you will be responsible for financial reporting and analysis, maintaining financial statements, and supporting the management accounts. Key duties include balance sheet...

About 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...

Job 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...

**Company Overview:**Austin Fraser, a well-established Investment Management & Financial Planning firm based in the North Leeds area, offers a full Financial Planning service to both individuals and businesses.We require a Paraplanner / Trainee Paraplanner to join our existing team in supporting the Financial Advisers of the business in researching new...

Job SummaryWe are looking for a highly motivated and organized individual to fill the position of Financial Planning Support Specialist. In this role, you will be responsible for supporting the financial planning team in their day-to-day activities.Your primary responsibilities will include providing administrative support to the financial planning team,...

Job Description:In this role as a Financial Operations Specialist at Sharp Consultancy, you will be working closely with the Finance Manager to ensure the smooth processing of financial transactions. As a key member of our team, you will be responsible for supporting the Purchase Ledger and Sales Ledger functions, including managing a large volume of...

Role SummaryWe are seeking a highly skilled Financial Advisor Support Specialist to join our team. As a key member of our organization, this role will involve providing support to our financial advisors to deliver exceptional client service. Your primary responsibility will be to gather and maintain comprehensive client data, ensuring that all interactions...

Sewell Wallis Ltd is currently seeking an experienced Financial Reporting Specialist to join their team. The ideal candidate will have a strong background in financial reporting and analysis.The successful candidate will be responsible for preparing monthly management accounts, assisting with the preparation of budgets and forecasts, and maintaining key...

Job SummaryWe are seeking a Senior Business Operations Specialist to join our team at Titan Wealth Holdings Limited. The ideal candidate will have 5+ years' experience in a Senior Operations position within a financial service custody and clearing business.The successful candidate will be responsible for overseeing day-to-day business operations, providing...

In this exciting opportunity, we are seeking an exceptional Financial Services Coordinator to collaborate closely with our Financial Planners. As a key member of our team, you will be responsible for handling various administrative tasks throughout a 9-month maternity cover period.Main Responsibilities:Coordinate the setup of new investments and policies for...

Job OverviewTitan Wealth Holdings Limited is a leading financial planning company in Bristol, UK.Role SummaryWe are seeking a highly skilled Financial Services Coordinator to provide support to our financial advisers or consultants in delivering exceptional client service.Key ResponsibilitiesAssist in preparing for client reviews by adding missing policy...

Job DescriptionAs a Client Services Coordinator - Financial Services, you will play a vital role in supporting our financial advisors to deliver exceptional client service. Your primary responsibility will be to gather and maintain comprehensive client data, ensuring that all interactions with clients are well-documented and compliant with regulations.You...

Located in Bristol, UK, Titan Wealth Holdings Limited is a top-tier financial planning company. Our focus is on providing exceptional wealth management, employee benefits, and retirement planning services. With a mission to empower businesses and their employees to achieve their financial goals, we strive for excellence in everything we do.About the RoleWe...

At Titan Wealth Holdings Limited, we're dedicated to delivering exceptional wealth management services to our clients. As a Financial Services Coordinator, you'll play a vital role in supporting our financial advisers and consultants to provide outstanding advice.This role offers an estimated salary of around £30,000 - £35,000 per annum, based on...

Job OverviewWe are seeking a highly skilled Financial Reporting Specialist to join our finance team in Harrogate. This role is responsible for preparing accurate and insightful financial reports on a monthly basis for our clients.Key Responsibilities:Prepare monthly management accounts within the reporting deadline.Assist with reviewing the Properties...

Homes for Students is a prominent student accommodation and facilities management contractor with an expanding presence nationwide. With 40 contracts secured in the last year, we continue to grow and excel in our field.We are seeking a highly skilled Financial Management Specialist to join our Finance team based in Harrogate, working 40 hours per week from...