Financial Planning Assistant

We are seeking an experienced Financial Planning Assistant to provide administrative support to our Financial Planners. This 9-month maternity cover role will involve updating notes on our back-office system, setting up new investments and policies for clients.Main Responsibilities:Process and complete setup of new investments and policies for clients,...

Job TitleFinancial Planning ProfessionalWe are seeking a highly skilled and experienced Financial Planning Professional to support our team in delivering exceptional client services. In this role, you will conduct in-depth research on financial products, analyze client portfolios, and prepare detailed financial plans and recommendations tailored to client...

About the OpportunityWe are partnering with a prominent financial services group in the UK to find an experienced Paraplanner for their Harrogate office.The company has garnered significant attention for its recent strategic partnerships, and this trend is expected to continue.This is an exciting opportunity to join a dynamic team that values camaraderie and...

About Ashville CollegeAshville College is a renowned educational institution seeking an exceptional Financial Planning Director to join its Executive Leadership Team. This full-time, permanent position offers the opportunity to shape the college's financial strategy and contribute to its continued success.The successful candidate will be responsible for...

Our client, a leading Investment Management and Financial Planning firm in Harrogate, is seeking an experienced Financial Planning Administrator to provide full administrative support to their team of Financial Planners/Advisers.The successful candidate will have 1-3+ years of experience working in a similar role, with expertise in Client Management systems...

Paraplanning Opportunity£40,000 + annual discretionary bonus Hybrid working pattern available IDEX Consulting Ltd is seeking a skilled Paraplanner to join their team in the Harrogate office. As part of an Advisory group with continued growth and significant acquisitions, this role presents an exciting opportunity for career advancement.The successful...

At Austin Fraser, we are seeking a highly skilled Paraplanner to join our team in the UK.About the Position:The ideal candidate will have excellent research and report writing skills to support our Financial Planners.This role offers a unique opportunity for growth and new challenges following our recent acquisition.Key Responsibilities:Draft suitability...

Company OverviewLime People Search & Select Ltd is a reputable Investment Management and Financial Planning firm based in North Leeds, providing financial planning services to individuals and businesses.

Job Title: Financial AssistantLocation: Harrogate, UKEstimated Salary: £25,000 - £30,000 per annumThis is a permanent opportunity for a skilled Financial Assistant to join our team at Page Personnel Sales in Harrogate. The successful candidate will have experience in payroll and be able to assist in the end-to-end payroll process.The role involves ensuring...

OverviewHomes for Students is a leading provider of student accommodation. We are seeking an experienced Management Accountant to join our finance team in Harrogate.Salary and BenefitsThe successful candidate will receive a competitive salary of £45,000 per annum, plus a generous holiday package of 25 days, plus bank holidays, and access to exclusive retail...

We are seeking a highly skilled Part-Time Finance Administrator to join our client, a leading Investment Management and Financial Planning firm in Harrogate.The ideal candidate will have previous experience in payment processing and transfers within the General Finance sector. Knowledge of banking platforms such as HSBC.net or Barclays.net would be...

Job DescriptionThis role presents an exceptional opportunity for a part-qualified/finalist Management Accountant to take on new challenges and progress within the finance sector. The successful candidate will join Axon Moore, a Harrogate-based SME, as a newly created position due to significant growth.The role reports directly to the Group FD and involves...

About Our TeamWe are a high-calibre team at IPS Group, committed to delivering excellent results and driving business success.We are looking for an experienced Management Accountant to join our team, bringing their skills and expertise to help us achieve our goals.Job DescriptionKey Responsibilities:Manage the production of monthly management accounts,...

Redcentric is a leading managed service provider with a rich end-to-end solution portfolio covering the spectrum of Connectivity, Cloud and Collaboration, designed and delivered by our own highly skilled teams from our privately owned, UK based multi-million pound infrastructure.We are seeking a skilled Accounts Payable Assistant to join our Financial...

About Our ClientNJR Recruitment are pleased to be representing a leading firm of Independent Financial Advisers who is seeking an experienced and talented Paraplanner to join their dynamic business.Key Responsibilities:Providing administrative support to the financial advisersAssisting with the preparation of reports and presentationsHelping to develop and...

About the JobThe Assistant Accountant plays a vital role in supporting the finance team at Page Personnel Sales. This exciting opportunity involves working closely with the management accounts team to prepare and review financial reports, maintain accurate financial statements, and analyze financial information.Key ResponsibilitiesMaintain and review...

Join us at Titan Wealth Holdings Limited, a dynamic financial planning company based in Bristol, UK. As a key player in the industry, we're passionate about helping businesses and individuals achieve their financial goals.Job RoleWe are seeking a highly skilled Paraplanner to support our Financial Planners in delivering exceptional advice packages to...

Job 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...

Financial Accountant Job DescriptionAs a highly skilled Financial Accountant, you will be responsible for producing and preparing monthly management accounts. Your key tasks will include completing monthly balance sheet reconciliations, assisting with budget production for clients, business partnering with internal and external stakeholders, analyzing...

At Lime Search & Select Ltd, we are seeking an experienced Financial Regulatory Compliance Specialist to join our team in Harrogate. This role is ideal for individuals with a strong background in compliance, who can provide valuable assistance to the Compliance Officer in ensuring the company's adherence to regulatory requirements.The successful candidate...