Independent Financial Planner

Job OverviewWe are seeking a skilled and experienced Senior Financial Planner Assistant to join our team at IDEX Consulting Ltd in Harrogate.This is an exciting opportunity for a highly motivated individual to work closely with our Financial Planners and contribute to the success of our advisory group.

About the Role:We are proud to be supporting a leading national wealth management and financial planning firm in their continued expansion plans. The successful candidate will join their busy team as a Paraplanner, responsible for delivering a first-class service to clients and assisting Financial Planners with full research and suitability report writing...

Job DescriptionWe are proud to be supporting a leading, national wealth management and financial planning firm with continued expansion plans.Candidates will be responsible for providing a first-class service to clients and supporting Financial Planners with full research and suitability report writing support. You will liaise with the Financial Planner and...

Lime Search & Select Ltd is looking for a skilled Administrative Support Specialist to join their team. As a Financial Planning Administrator, you will play a crucial role in supporting our Financial Planners during a 9-month maternity cover period.Key Tasks:Set up new investments and policies for clients, ensuring accurate and efficient processing.Manage...

Ashville College in Harrogate, North Yorkshire is seeking a highly experienced and credible Director of Finance to lead our finance team. This permanent full-time role offers a salary of £60,000 - £80,000 per annum.About the Role:We are looking for an effective communicator who can provide strategic financial planning and leadership across the College. The...

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...

We're seeking an Event Planner Specialist to join our team at Bupa. As an Activities Administrator, you'll play a vital role in delivering person-centred care and supporting the independence of our residents.Benefits:My Healthcare - quick access to advice and treatment.Annual allowance (£350 approx.)Free meal on every shift.28 days holiday.You'll be a...

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...

We are delighted to partner with a national wealth management and financial planning firm to find talented Paraplanners to join their thriving team. This exciting opportunity allows individuals to develop their skills and contribute to the success of a reputable organisation.As a Paraplanner, you will be responsible for providing top-notch support to...

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 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...

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...

Job OverviewWe are seeking an experienced Financial Planning Administrator to provide full administrative support to a team of Financial Planners / Advisers at our leading Investment Management & Financial Planning firm in Harrogate.This 9-month maternity cover role involves providing high-level administrative support, including processing new investments...

Key ResponsibilitiesDraft suitability reports with guidance from the Financial Planner, adhering to all compliance requirements.Assist in interpreting adviser-client meetings and prepare suitable recommendations.Provide guidance to advisers on aspects of specific cases to support good consumer outcomes.Update workflow records to facilitate accurate...

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...

Job OverviewHomes for Students is a leading student accommodation and facilities management contractor with an expanding national presence.We are looking for a highly skilled Senior Management Accountant to join our team. The ideal candidate will have a strong background in financial planning and analysis, with excellent communication and problem-solving...

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...

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...

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,...

Harrogate-based Paraplanning PositionAnnual salary: £40,000 + potential bonuses Balance between remote and office work IDEX Consulting Ltd seeks a skilled Paraplanner to enhance their Harrogate operations. A paraprofessional joining our highly accomplished team gains exposure to ambitious growth strategies in the Advisory sector.This senior-level position...