Financial Planning Expert

Company OverviewLime People Search & Select Ltd is a reputable Investment Management and Financial Planning firm based in North Leeds.We are seeking an experienced Paraplanner or Trainee Paraplanner to support our Financial Advisers in researching new products and writing detailed technical suitability reports for clients.

About the RoleWe are seeking a skilled Paraplanner to join our team, supporting Financial Planners with research and report writing tasks. This is a key role within our organisation, requiring strong communication and organisational skills, as well as a deep understanding of financial planning concepts and practices.Candidates will need to have a minimum of...

VervLife is a market leader in the build-to-rent (BTR) sector managing BTR accommodation on behalf of its clients.We are seeking an experienced Management Accountant to join our team at VervLife. The estimated salary for this role is £45,000 - £60,000 per annum, depending on experience.This is a Hybrid role - 3 days per week in our Harrogate Office.As...

Key ResponsibilitiesProvide financial planning and analysis support to senior management;Develop and implement financial models to drive business growth;Ensure accurate and timely financial reporting;Identify areas of cost savings and implement process improvements;You will be working closely with the finance team to ensure that our financial operations are...

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,...

A leading recruitment agency, Georgiana Head Recruitment Limited is looking for an experienced Financial Services Professional to fill a challenging role within their tax team. The ideal candidate will possess a strong understanding of financial regulations and be able to provide expert advice to clients on complex tax matters.In this role, you will be...

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...

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...

My client, a leading Investment Management & Financial Planning firm based in Harrogate, provides sound Financial Advice and Wealth Management including Investments, Pensions, and Retirement Planning.We are urgently seeking an experienced Administrative Support Professional to join the team on a 9-month Maternity cover contract. As a key member of our...

Overview of Austin Fraser:Austin Fraser is a top financial planning company based in Harrogate, providing best-in-class advice on wealth management, employee benefits, and retirement planning.We help businesses and their employees explore, set, and achieve their financial goals. Our recent acquisition presents an exciting time for growth and new...

Job 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...

About the RoleWe are looking for a Financial Planning Analyst to join our team in Harrogate, North Yorkshire. As a Financial Planning Analyst, you will be responsible for providing financial planning services to clients, including preparing for client meetings and researching the marketplace for suitable products.Your key responsibilities will include...

Based 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...

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 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...

Homes for Students is a leading student accommodation and facilities management contractor with an expanding portfolio nationwide. With over 40,000 bed spaces across 160 properties, we have established ourselves as a market leader in managing independent purpose-built student accommodation (PBSA). We are seeking a highly skilled Senior Management Accountant...

About the OpportunityWe are partnering with IDEX Consulting, a prominent Advisory group in the UK, to find an experienced Financial Planning Professional for their Harrogate office.The company has garnered significant attention for its recent growth and acquisitions, which is expected to continue.This is an exciting opportunity to join a dynamic team that...

Financial Planning Paraplanner / Investment Research AnalystWe are seeking a highly skilled professional to join our team in Harrogate, North Yorkshire.About the RoleThis is an excellent opportunity for someone looking for a career in a rewarding role and supportive company who prioritize their people's well-being. As a Financial Planning...

Role OverviewHead of Financial Planning and AnalysisHarrogate, UK£49,000 per annumWe are seeking an experienced Head of Financial Planning and Analysis to join our client, a rapidly growing Software business in Harrogate. As a key member of the in-house finance function, you will be responsible for leading and growing the financial planning and analysis...

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...