Financial Planning Assistant

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,...

About the Role:We are seeking a highly skilled Paraplanner or Trainee to support our Financial Advisers in product research and technical reporting.Key Responsibilities:To provide report writing assistance, including suitability reports for client reviews and new business based on individual needs.Collaborate with the Paraplanning Manager to log incoming...

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...

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...

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...

About the RoleThis is an excellent opportunity to join our team as an Apprentice Financial Advisor and gain valuable experience in the financial planning industry. We are looking for someone with 1-3+ years of experience working in a similar Financial Planning support role.You will be responsible for maintaining the back-office system, adding new clients,...

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...

Based in North Leeds, Austin Fraser is a well-established Investment Management & Financial Planning firm providing comprehensive financial services to both individuals and businesses.We require a skilled Paraplanner / Trainee Paraplanner to support our team of Financial Advisers in researching new products and creating detailed technical suitability reports...

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 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 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...

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...

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...

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 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...

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 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...

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...

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...