Financial Services Specialist
4 days ago
We are seeking a highly skilled Financial Services Specialist to join our team in Harrogate. As an independent financial adviser, you will work on a self-employed basis with a high earning potential.
About the Role- You will be responsible for prospecting and contacting potential clients in accordance with our business plan.
- Your main objective will be to ensure that sufficient client information is obtained before any recommendation is made.
- Furthermore, you must follow relevant advice and sales procedures at all times.
- Prospecting and contacting potential clients in line with our firm's business strategy.
- Maintaining accurate records of client interactions and ensuring compliance with regulatory requirements.
- Developing and implementing effective strategies to increase client engagement and retention.
- A minimum of a Level 4 Diploma is required, with the aim of achieving Chartered status.
- Prior experience as a financial adviser or in a related field is highly desirable.
The estimated salary for this position is £40,000 - £60,000 per annum, depending on experience.
This role offers a unique opportunity to work independently while benefiting from our firm's established reputation and resources.
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Financial Services Compliance Specialist
1 week ago
Harrogate, North Yorkshire, United Kingdom Merje Careers Full timeJob Title: Financial Services Compliance SpecialistWe are looking for a highly motivated Financial Services Compliance Specialist to join our team at Merje Careers. This role is ideal for individuals who want to work in the financial services industry and have a passion for ensuring compliance with regulatory requirements.The estimated salary for this...
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Financial Reporting Specialist
1 week 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...
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Financial and Contractual Specialist
2 months ago
Harrogate, North Yorkshire, United Kingdom beBee Professionals Full time £35,000 - £45,000beBee Professionals is looking for a Financial and Contractual Specialist to join our construction team in Harrogate. In this role, you will play a crucial part in managing the financial and contractual aspects of our construction projects, ensuring that costs are controlled, and budgets are met.Key Responsibilities:Estimate costs for construction projects...
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Financial Operations Specialist
2 weeks ago
Harrogate, North Yorkshire, United Kingdom Sharp Consultancy Full timeJob Description:In this role as a Financial Operations Specialist at Sharp Consultancy, you will be working closely with the Finance Manager to ensure the smooth processing of financial transactions. As a key member of our team, you will be responsible for supporting the Purchase Ledger and Sales Ledger functions, including managing a large volume of...
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Financial Support Specialist
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full timeJob DescriptionWe are seeking an experienced Financial Support Specialist to join our team at Titan Wealth Holdings Limited. This is an exciting opportunity to work with a top financial planning company in Bristol, UK.About the RoleThe successful candidate will provide support as required to financial advisers or consultants to enable the provision of...
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Financial Services Coordinator
1 week ago
Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full timeIn 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...
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Financial Services Coordinator
3 weeks ago
Harrogate, North Yorkshire, United Kingdom Sharp Consultancy Full timeJob Title: Financial Services Coordinator">We are seeking an experienced Financial Services Coordinator to join our team at Sharp Consultancy.">About the Role:">This is a challenging and rewarding role that requires strong organizational skills, excellent communication skills, and attention to detail.">Main Responsibilities:">The successful candidate will be...
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Financial Services Coordinator
2 weeks ago
Harrogate, North Yorkshire, United Kingdom Sewell Wallis Ltd Full timeSewell Wallis Ltd seeks a highly organized and detail-oriented Financial Services Coordinator to handle our billing operations. As a key member of our team, you will contribute to maintaining the highest level of customer satisfaction.About the Job DescriptionAverage billings per month: 500+Credit control and cash flow management.Accurate preparation and...
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Financial Regulatory Compliance Specialist
5 days ago
Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full timeAt 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...
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Regulated Financial Services Advisor
2 days ago
Harrogate, North Yorkshire, United Kingdom Heat Recruitment Full timeJob DescriptionHeat Recruitment is seeking a highly skilled Financial Planning Professional to join our team. In this role, you will be responsible for conducting in-depth research on financial products, analyzing client portfolios, and preparing detailed financial plans and recommendations.Key Responsibilities:Conduct in-depth research on financial...
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Financial Services Director
2 weeks ago
Harrogate, North Yorkshire, United Kingdom SI Recruitment Full timeJob OpportunityWe are looking for a talented Finance and HR Manager to join our team at SI Recruitment.About the JobThis role offers a unique blend of financial and HR responsibilities, providing an exciting opportunity for someone who wants to make a real impact on the business. As a Finance and HR Manager, you will be responsible for managing the company's...
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Financial Services Coordinator
2 days ago
Harrogate, North Yorkshire, United Kingdom Sewell Wallis Ltd Full timeJob Title: Financial Services CoordinatorSewell Wallis Ltd are recruiting for an experienced Billing Clerk on a 12-month fixed-term contract to join an industry leader based in the UK. The successful candidate will be an integral part of the Billings Team, providing accurate, timely, and informative billing and metering administration and front-facing...
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Financial Reporting Specialist
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Page Personnel Sales Full timeAbout Our ClientAt Page Personnel, we're recruiting an Assistant Management Accountant to join a high-growth services business in Harrogate.As a key member of the finance team, you will be responsible for financial reporting, maintaining financial statements, and analysing financial information. Your duties will include supporting and contributing towards...
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Financial Planning Support Specialist
6 days ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeCompany 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.
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Financial Services Coordinator
2 days ago
Harrogate, North Yorkshire, United Kingdom Search Full timeAbout the Role:Join Search in Harrogate, North Yorkshire, and become a key member of our financial planning team as a Paraplanner!About You:A minimum Diploma Level qualification (Chartered ideal) and previous experience in a similar role make you the ideal candidate for this position.You will work closely with our consultants and clients to provide...
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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,...
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Financial Services Research Assistant
2 weeks ago
Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full timeJoin 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...
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Gas Installation Specialist
2 days ago
Harrogate, North Yorkshire, United Kingdom Rock managed services Full time £240 - £300Job Title: Gas Installation SpecialistLocation: Harrogate areaSalary: £240-£300 per dayJob Type: Sub-Contract, Full-time, Part-timeRock managed services is seeking a skilled Gas Installation Specialist to install and maintain gas systems and appliances in the Harrogate area.Benefits:Full van stock suppliedMinimum 3 days commitment per...
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Financial Services Advisor
2 days ago
Harrogate, North Yorkshire, United Kingdom IDEX Consulting Full timePivotal Role at IDEX ConsultingWe are recruiting a highly skilled Paraplanner to join our team in Harrogate, supporting the delivery of exceptional client experiences.This is an excellent opportunity to work with a renowned advisory group, leveraging your expertise to drive business growth and success.Key Responsibilities:Develop and implement effective...
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Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full timeAbout NJR RecruitmentWe are pleased to be representing a leading firm of Independent Financial Advisers, seeking an experienced and talented Paraplanner to join their dynamic business.Key BenefitsExcellent Salary: £50,000 - £60,000 Per AnnumGenerous Holiday PackageHybrid Working ArrangementsEnhanced Pension SchemeCritical Illness CoverDeath in Service...