Investment Research Coordinator

4 days ago


Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full time
Key Responsibilities
  • Report Writing: Support Financial Advisers with report writing, research, and suitability reports for clients.
  • Project Logging: Assist the Paraplanning Manager with project logging and report template maintenance.
  • Complex Client Reports: Work on High Net Worth/complex client reports, providing compliant, accurate, and detailed analysis of funds, providers, and product recommendations.
  • Research and Analysis: Research asset allocation, quantify, and analyze clients' existing investments.
  • Compliance Framework: Adhere to a strict ethical and compliance framework, under guidance from the Compliance Manager and internal policy.
  • Continuous Development: Commit to continuous personal development and maintain supporting records.


  • Harrogate, North Yorkshire, United Kingdom Yorkshire Cancer Research Full time

    Company OverviewYorkshire Cancer Research is a leading charity dedicated to reducing the number of people diagnosed with cancer in Yorkshire. We are currently looking for an experienced Fundraising Development Manager to join our team.Job SummaryThe successful candidate will be responsible for developing and implementing individual giving strategies to help...


  • Harrogate, North Yorkshire, United Kingdom Harrogate and District NHS Foundation Trust Full time

    Job SummaryThe primary function of this role is to provide comprehensive support to the research team in screening, consenting, and recruiting participants into clinical studies. The ideal candidate will possess initiative, attention to detail, and excellent interpersonal skills.This position requires a flexible and motivated individual who can work...


  • Harrogate, North Yorkshire, United Kingdom Volunteer Hospitality Llc Full time

    About Our TeamVolunteer Hospitality Llc is a local charity that relies on the support of volunteers like you to help us achieve our mission of raising funds for Yorkshire Cancer Research.Your RoleAs a Sales and Donations Coordinator, you will be responsible for assisting with donations, sorting and categorizing items, and merchandising products for sale in...


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

    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...


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

    Job Title: High Net Worth Investment SupportWe are seeking a highly skilled individual to provide technical support to our Financial Advisers in North Leeds. As a key member of our team, you will be responsible for researching new products, writing detailed reports for clients, and assisting with Asset Allocation on clients' existing portfolios.The ideal...


  • Harrogate, North Yorkshire, United Kingdom Labcorp Full time

    About Labcorp Drug DevelopmentLabcorp Drug Development is a leading Contract Research Organisation (CRO) that provides research services for various organisations. Our mission is to help build a healthier and safer world by delivering high-quality research solutions.We have helped pharmaceutical and biotech companies develop one-third of all prescription...


  • Harrogate, North Yorkshire, United Kingdom Volunteer Hospitality Llc Full time

    Job OverviewWe are seeking a skilled and motivated Ecommerce Assistant to join our team at Volunteer Hospitality Llc. As an Ecommerce Assistant, you will play a vital role in supporting the retail team with research, listing, and customer service tasks.About the RoleThe estimated salary for this position is £12-15 per hour based on national standards. This...


  • Harrogate, North Yorkshire, United Kingdom Axon Moore Full time

    Company OverviewAxon Moore is a privately-owned real estate, investment, and development group headquartered in Harrogate. We operate across the Yorkshire, Humber, and North-East regions and have generated a requirement for an Accounts Assistant to support the finance manager.The successful candidate will be rewarded with a competitive salary of £25,000 -...


  • Harrogate, North Yorkshire, United Kingdom Winstone Aggregates Full time

    We are Winstone Aggregates, a leading company in the aggregates industry, and we're looking for a skilled Transport Coordinator to join our team at Whitehall Quarry in Cambridge, North Island. As a key member of our logistics operations, you will be responsible for managing customer enquiries, coordinating fleet deliveries, and providing exceptional...


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

    We are seeking an experienced IFAR Administrator to join our client's small and well-established team. The successful candidate will be responsible for providing full administrative support to high net worth clients, duties include:Main Responsibilities:Placing investment tradesObtaining bespoke valuations and illustrationsBuilding model...


  • Harrogate, North Yorkshire, United Kingdom Harrogate and District NHS Foundation Trust Full time

    Our VisionAt Harrogate and District NHS Foundation Trust, we strive to provide high-quality patient care and a supportive work environment for our staff. We believe in investing in our employees and providing them with the training and development opportunities they need to succeed.Job DetailsJob Title: Advanced Clinical Practitioner - HaematologyLocation:...


  • Harrogate, North Yorkshire, United Kingdom DoubleTree by Hilton Harrogate Majestic Full time

    About Us">Come and join our team at DoubleTree by Hilton Harrogategroup; where we strive to deliver an unforgettable experience for every guest. With a growing portfolio of hotels, bars, and restaurants across the UK, we are committed to growth and innovation.">We believe in investing in our people, providing opportunities for career advancement and ongoing...


  • Harrogate, North Yorkshire, United Kingdom Harrogate and District NHS Foundation Trust Full time

    About UsAt Harrogate and District NHS Foundation Trust, we pride ourselves on providing high-quality patient care and a supportive work environment for our staff. We are committed to investing in our employees and providing them with the training and development opportunities they need to succeed.Job SummaryWe are seeking an Advanced Clinical Practitioner to...

  • Study Coordinator

    6 days ago


    Harrogate, North Yorkshire, Harrogate, North Yorkshire, North Yorkshire, United Kingdom Labcorp Full time

    Are you proactive, enjoy working with people and have a keen interest in toxicology?Are you looking to take the next step in your career?At our site in Harrogate, North Yorkshire, we are looking to recruit a Study Coordinator to join the team.Labcorp is a global, world-leading Life Sciences Contract Research Organization that provides dedicated and fully...


  • Harrogate, North Yorkshire, United Kingdom Jigsaw Full time

    We have an exciting opportunity for a highly motivated and customer-focused individual to join our team as a Breakdown Claims Handler in Harrogate.About the RoleThis role is responsible for providing exceptional customer service by answering inbound calls from customers wishing to make a claim on their policy. As a Breakdown Claims Handler, you will be...


  • Harrogate, North Yorkshire, United Kingdom Care UK Full time

    Care UK: Unleash Your Ambition as a Registered General Nurse LeaderDo you have a passion for delivering exceptional patient care and inspiring others to do the same? As a Registered General Nurse Leader at Care UK, you'll have the opportunity to develop your leadership skills, drive clinical excellence, and make a real difference in the lives of our...


  • Harrogate, North Yorkshire, United Kingdom HAR Labcorp Early Development Laboratories Limited Full time

    Salary: £28,000 - £35,000 per annumHAR Labcorp Early Development Laboratories Limited is seeking a highly skilled Instrument Technician to join its team in Harrogate, UK. This 12-month fixed-term contract position offers an excellent opportunity for career development and growth within the company.The successful candidate will be responsible for providing...


  • Harrogate, North Yorkshire, United Kingdom 00100 LEIDOS, INC. Full time

    About the RoleThe Shift Tier 2 System Maintainer will receive and respond to service requests and problems reported by customers and escalated from Tier 1. This individual will work in a highly collaborative environment with teammates, key stakeholders, and the Government customer to ensure mission continuity and support to the IC community.Main...

  • Paraplanner

    2 weeks ago


    Harrogate, UK, North Yorkshire, United Kingdom Search Part time

    Financial Planning Paraplanner / Investment Research AnalystSalary: £45k+ DOELocation: Harrogate, North YorkshireHours: Monday to Friday - Hybrid Working OpportunitiesThe Client will consider Full Time & Part Time.I am representing a forward-thinking and conscientious company based in Harrogate, that are well established in the financial and investment...


  • Harrogate, North Yorkshire, United Kingdom Next Full time

    About the RoleWe are seeking a skilled and dedicated individual to join our stock team as a Warehouse Sales Assistant. This role involves accurately processing stock, ensuring it is available for online customers by locating, packing, and promptly transferring stock in and out of store.Key Responsibilities:Accurately process stock quickly and to the highest...