Pensions Management Specialist
11 hours ago
We are seeking a talented Financial Planning Professional to join our team at Heat Recruitment. In this role, you will be responsible for conducting research on financial products, analyzing client portfolios, and preparing detailed financial plans and recommendations.
Responsibilities:
- Conduct thorough research on financial products.
- Analyze client portfolios to identify areas for improvement or opportunities for growth.
- Prepare detailed financial plans and recommendations tailored to client needs.
- Draft suitability reports and investment proposals based on advisor instructions.
- Evaluate financial plans and recommendations against FCA regulatory requirements.
- Attend client meetings to gather and review information.
- Provide regular updates to clients on their portfolios or plans.
Requirements:
- Diploma in Regulated Financial Planning (Level 4) or working towards it.
- Previous experience in a paraplanning, financial planning, or advisory support role.
- Strong knowledge of financial products and services.
Working at Heat Recruitment: We offer a competitive salary of £48,000 per annum, as well as opportunities for professional development and growth.
-
Expert Talent Acquisition Specialist
4 weeks ago
Harrogate, North Yorkshire, United Kingdom RFM Facilities Management Full timeWe are seeking a dynamic and results-driven Recruitment Consultant with full-cycle experience to join our team at RFM Facilities Management. In this role, you will be responsible for talent sourcing, attracting, and selecting candidates for various positions within our organisation.The primary objective of the Recruiter is to ensure our company attracts,...
-
Pension Administration Specialist
1 week ago
Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full timeTitan Wealth Holdings Limited is a leading financial planning company based in Bristol, UK. As a top-tier organization, our mission is to provide exceptional advice on wealth management, employee benefits, and retirement planning. With our recent acquisition by Titan Wealth Holdings, we're poised for exciting growth and opportunities.Job OverviewWe are...
-
Senior Pensions Administrator
4 weeks ago
Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full timeAbout Our ClientNJR Recruitment is delighted to represent a leading firm of Independent Financial Advisers seeking an experienced and skilled Senior Pensions Administrator to join their dynamic team.Job SummaryThis is an exciting opportunity for a highly motivated individual to provide technical support in pensions management, working closely with the high...
-
Care and Rehabilitation Specialist
11 hours ago
Harrogate, North Yorkshire, United Kingdom Chrysalis Brain Injury Case Management Full timeAbout the RoleThis is a fantastic opportunity for a motivated and compassionate individual to make a real difference in the life of someone with acquired brain injury. As a Care and Rehabilitation Specialist, you will work closely with the client, their family, and our multidisciplinary therapy team to deliver personalized support and care.
-
Risk Management Specialist
3 weeks ago
Harrogate, North Yorkshire, United Kingdom The Ardonagh Group Full time**About The Ardonagh Group**The Ardonagh Group is a specialist underwriting business that combines technical and service excellence with fair and consistent pricing, and a trusted claims service.Job Summary:We are looking for an experienced Risk Management Specialist to join our team. This role will involve underwriting and administering risks including new...
-
Utility Bill Management Specialist
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Inspired PLC Full timeAbout the RoleAs a Utility Bill Management Specialist, you will play a crucial part in our team's efforts to help businesses manage their energy consumption. You will be responsible for processing utility billing, identifying errors, and challenging suppliers to ensure correct payments.You will also assist with metering management, including site scheduling...
-
Business Development Manager
3 weeks ago
Harrogate, North Yorkshire, United Kingdom Stride Resource Management Ltd Full timeAccount Management OpportunityStride Resource Management Ltd is seeking a highly skilled Commercial Insurance Team Leader to join our team and manage a portfolio of commercial clients.The successful candidate will have extensive experience in an Account Handler role within the Commercial Insurance industry and possess exceptional technical skills to handle a...
-
Insurance Management Lead
3 weeks ago
Harrogate, North Yorkshire, United Kingdom Stride Resource Management Ltd Full timeJob DescriptionAt Stride Resource Management Ltd, we are seeking a highly skilled Commercial Insurance Team Leader to join our team. As a key member of our insurance management team, you will be responsible for managing existing accounts and nurturing new ones with a range of clients.This role is ideal for an experienced Account Handler or another Commercial...
-
Team Management Specialist
2 months ago
Harrogate, North Yorkshire, United Kingdom beBee Professionals Full time £45,000 - £65,000beBee Professionals is looking for a skilled Team Management Specialist to manage and inspire our dynamic team in Harrogate, UK. The successful candidate will oversee daily operations, drive team performance, and ensure targets are met while fostering a positive and collaborative work environment.Key Responsibilities:Lead, motivate, and support the team to...
-
Insurance Business Development Specialist
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Stride Resource Management Ltd Full timeRole OverviewAs a Commercial Insurance Account Executive at Stride Resource Management Ltd, you will play a crucial role in supporting existing client relationships and developing new accounts with a diverse range of clients.About the RoleInherit an established portfolio to maintain growth with new clients, while leveraging your technical expertise to manage...
-
Electrical Maintenance Specialist
3 weeks ago
Harrogate, North Yorkshire, United Kingdom NORTH YORKSHIRE COUNCIL Full timeElectrical Maintenance SpecialistIn North Yorkshire Council, we are seeking a skilled Electrical Maintenance Specialist to join our Housing Standards team. This role is responsible for ensuring the safety and well-maintenance of all council homes.The ideal candidate will have specialist electrical qualifications and experience in managing their own workload...
-
Harrogate, North Yorkshire, United Kingdom Stride Resource Management Ltd Full timeRole OverviewStride Resource Management Ltd seeks a Commercial Insurance Account Executive to support existing client relationships and develop new accounts with a variety of clients.This position suits an experienced Account Executive within Commercial Insurance, offering a competitive salary and hybrid working arrangement.Key ResponsibilitiesInherit an...
-
Commercial Insurance Business Development Manager
2 months ago
Harrogate, North Yorkshire, United Kingdom STRIDE RESOURCE MANAGEMENT LTD Full timeAs a Commercial Insurance Business Development Manager at STRIDE RESOURCE MANAGEMENT LTD, you will play a crucial role in supporting existing client relationships and developing new accounts with a range of clients.This role will suit an experienced Account Manager within Commercial Insurance, who will be rewarded with a competitive salary and hybrid...
-
Financial Reporting Specialist
7 days ago
Harrogate, North Yorkshire, United Kingdom Page Personnel Sales Full timeAbout 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...
-
Management Accounting Specialist
3 weeks ago
Harrogate, North Yorkshire, United Kingdom Page Personnel Sales Full timeJob Opportunity: Management Accounting SpecialistThis exciting opportunity involves working as a Management Accounting Specialist, focusing on financial analysis, budgeting, and reporting. Key responsibilities include preparing and presenting management accounts, conducting variance analysis, and developing management information packs. This role requires...
-
Harrogate, North Yorkshire, United Kingdom Stride Resource Management Ltd Full timeJob Description:As a key member of the Stride Resource Management Ltd team, you will play a vital role in managing commercial insurance accounts and leading a team of account handlers.Key Responsibilities:Manage a portfolio of commercial clients, providing exceptional customer service and driving business growth.Lead and motivate a team of account handlers...
-
Customer Service Specialist
3 weeks ago
Harrogate, North Yorkshire, United Kingdom Candy Hoover Group S.r.l. Full timeJob Title: Customer Service SpecialistWe are seeking a highly skilled and motivated Customer Service Specialist to join our team in Richmond. As a Customer Service Specialist, you will be visiting customers in their homes, diagnosing and repairing any appliance issues to get them up and running again.The ideal candidate will have strong communication skills,...
-
Assessor and Coach Specialist
3 weeks ago
Harrogate, North Yorkshire, United Kingdom Leeds City College Full time**Job Description**As an Assessor and Coach Specialist, you will be responsible for delivering high-quality training and assessment to Science Apprentices at Harrogate College. You will manage your own caseload, arrange site visits, and monitor progress.You will possess a strong background in pharmacy, a specialist qualification in the curriculum subject...
-
Insurance Account Manager
3 weeks ago
Harrogate, North Yorkshire, United Kingdom Stride Resource Management Ltd Full timeAbout Stride Resource Management LtdWe are a leading independent broker, dedicated to providing exceptional insurance solutions to our clients. Our team is passionate about delivering outstanding results and building long-lasting relationships.Job SummaryWe are seeking an experienced Commercial Insurance Account Executive to join our team. As a key member of...
-
Clinical Nurse Educator and Team Lead
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Henshaws Specialist College Full timeAbout HenshawsHenshaws is a charity supporting people with sight loss and disabilities to go beyond expectations.Job SummaryWe are seeking a highly motivated and dynamic Registered Lead Nurse to lead our clinical team in delivering high-quality research-based training and education packages for students with complex health needs.Main ResponsibilitiesTo be...