Financial Planner
3 days ago
We are seeking an experienced Financial Planner to join our team at NJR Recruitment. As a Financial Planner, you will be responsible for acquiring new clients and servicing an existing client base.
Key Responsibilities- Conduct thorough fact finds with clients to understand their financial goals and objectives
- Present financial options to clients and provide recommendations
- Work closely with the paraplanning and compliance teams to ensure all client work is completed to the highest standard
- Conduct annual reviews with clients to ensure their financial plans are on track
- Minimum 4 years of previous experience as a financial planner, preferably from an independent setting
- A strong knowledge of a range of pensions, investments, and complex financial products
- Minimum of Level 4 Diploma Qualified, although those working towards Chartered would be of most interest
- Excellent communication and interpersonal skills
- Driving license and own vehicle
- Great basic salary and generous bonus structure
- Full admin and paraplanning support
- Clients provided
- 25 days annual leave and Bank Holidays
- Additional day off for your birthday
- Contributory pension scheme
- Private Healthcare
- Life assurance
- Health insurance
- Charity volunteer days
- Excellent Training and Development
-
Junior Financial Planner
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Unity Resourcing Ltd Full time £22,000 - £24,000Junior Financial Planner Location: Harrogate, Full-time, Office-based Unity Resourcing Ltd is seeking a detail-oriented and organized Junior Financial Planner to become a vital member of our esteemed client's team. Our client is a reputable, independent financial advisory firm supported by a leading corporation, dedicated to providing comprehensive financial...
-
Financial Planner
19 hours ago
Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full timeJob Opportunity: Experienced Financial Adviser WantedAbout the Role:We are seeking an experienced Financial Adviser to join our team at NJR Recruitment. As a Financial Adviser, you will be responsible for acquiring new clients and servicing an existing client base.Key Responsibilities:Conduct thorough fact finds with clients to understand their financial...
-
Financial Planner
21 hours ago
Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full timeJob Opportunity: Experienced Financial Adviser WantedAbout the Role:We are seeking an experienced Financial Adviser to join our team at NJR Recruitment. As a Financial Adviser, you will be responsible for acquiring new clients and servicing an existing client base.Key Responsibilities:Conduct thorough fact finds with clients to understand their financial...
-
Financial Planning Expert
1 week ago
Harrogate, North Yorkshire, United Kingdom Ortus PSR Full timeUnlock Unprecedented Earnings Potential as a Financial Planner at Ortus PSRAbout the Role:Ortus PSR is seeking an experienced Financial Planner to join our elite wealth management team. As a Financial Planner at Ortus PSR, you will have the opportunity to maximize your earnings by bringing existing clients into our firm, with a competitive revenue-sharing...
-
Elite Financial Advisor
1 week ago
Harrogate, North Yorkshire, United Kingdom Ortus PSR Full timeAbout Ortus PSROrtus PSR is a leading wealth management firm that offers a unique opportunity for experienced Financial Planners to join our elite team.Key ResponsibilitiesTransition existing client relationships to Ortus PSR and manage them with the highest level of professionalism and care.Provide tailored financial advice to a diverse portfolio of...
-
Financial Planning Support Specialist
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeCompany Overview: Lime People Search & Select Ltd is a prominent Independent Financial Advisory firm dedicated to delivering comprehensive Financial Planning and Wealth Management solutions to a diverse clientele across the UK.Position Summary: We are currently in search of a skilled Financial Planning Support Specialist to join our team. This role will be...
-
Financial Planning Coordinator
3 days ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeLime People Search & Select Ltd is seeking a highly organized and detail-oriented Financial Planning Administrator to join their team. As a key member of the Financial Planning department, you will provide administrative support to Financial Advisors and play a crucial role in ensuring the smooth operation of the business.The ideal candidate will have...
-
Financial Planning Coordinator
3 days ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeLime People Search & Select Ltd is seeking a highly organized and detail-oriented Financial Planning Administrator to join their team. As a key member of the Financial Planning department, you will provide administrative support to Financial Advisors and play a crucial role in ensuring the smooth operation of the business.The ideal candidate will have...
-
Policy or Development Management Planner
7 days ago
Harrogate, North Yorkshire, United Kingdom CV Library Full timeWe are seeking a highly skilled and experienced individual to join our team as a Policy or Development Management Planner. As a key member of our organization, you will play a crucial role in providing wealth and financial planning solutions to our clients.Key Responsibilities:Work closely with clients to understand their financial goals and objectives, and...
-
Financial Planning Specialist
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Reward Recruitment Full timeFinancial Planning Specialist Company: Reward Recruitment Salary: Up to £40,000, plus bonus and benefits Key Responsibilities:Develop comprehensive Financial Strategies, including Suitability Assessments and Correspondence.Conduct cash flow analysis and financial forecasting.Compile and organize documentation to substantiate recommendations and clarify the...
-
Financial Planning Associate
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Reward Recruitment Full timeFinancial Planning Associate Reward Recruitment Salary: Up to £40,000, with additional bonuses and benefits Key Responsibilities:Develop comprehensive Financial Strategies, including Suitability Documentation and Correspondence.Conduct cash flow analysis and projections.Compile and organize necessary documentation to substantiate recommendations and clarify...
-
Senior Financial Consultant
2 weeks ago
Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full timeJob Summary:NJR Recruitment is seeking an experienced Financial Adviser to join a highly successful and innovative IFA Practice in the North Yorkshire region. As a Financial Adviser, you will be responsible for acquiring new clients, servicing an existing client base, and providing independent face-to-face advice to clients.Key Responsibilities:Acquire new...
-
Senior Financial Consultant
2 weeks ago
Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full timeJob Summary:NJR Recruitment is seeking an experienced Financial Adviser to join a highly successful and innovative IFA Practice in the North Yorkshire region. As a Financial Adviser, you will be responsible for acquiring new clients, servicing an existing client base, and providing independent face-to-face advice to clients.Key Responsibilities:Acquire new...
-
Senior Financial Advisor
16 hours ago
Harrogate, North Yorkshire, United Kingdom Ortus PSR Full timeAbout Ortus PSRWe are a leading wealth management firm dedicated to providing exceptional financial services to our clients. Our team of experienced professionals is committed to delivering tailored solutions that meet the unique needs of each individual.Job SummaryWe are seeking a highly skilled Senior Financial Advisor to join our elite team of wealth...
-
Senior Financial Advisor
19 hours ago
Harrogate, North Yorkshire, United Kingdom Ortus PSR Full timeAbout Ortus PSRWe are a leading wealth management firm dedicated to providing exceptional financial services to our clients. Our team of experienced professionals is committed to delivering tailored solutions that meet the unique needs of each individual.Job SummaryWe are seeking a highly skilled Senior Financial Advisor to join our elite team of wealth...
-
Senior Financial Advisor
5 days ago
Harrogate, North Yorkshire, United Kingdom Ortus PSR Full timeUnlock Your Earning Potential as a Senior Financial AdvisorOrtus PSR is seeking a highly skilled and experienced Senior Financial Advisor to join our elite wealth management team. As a key member of our team, you will have the opportunity to maximize your earnings by bringing existing clients into our firm and leveraging our cutting-edge technology and...
-
Senior Financial Advisor
4 days ago
Harrogate, North Yorkshire, United Kingdom Ortus PSR Full timeUnlock Your Earning Potential as a Senior Financial AdvisorOrtus PSR is seeking a highly skilled and experienced Senior Financial Advisor to join our elite wealth management team. As a key member of our team, you will have the opportunity to maximize your earnings by bringing existing clients into our firm and leveraging our cutting-edge technology and...
-
Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full timeCompany OverviewLime Search & Select Ltd is a leading Financial Advisory firm, providing expert Financial Advice to both businesses and individuals.Job SummaryWe are seeking a highly motivated and detail-oriented IFA Administrator / Trainee Paraplanner to join our team. As a key member of our Financial Services team, you will be responsible for:Assessing new...
-
Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full timeCompany OverviewLime Search & Select Ltd is a leading Financial Advisory firm, providing expert Financial Advice to both businesses and individuals.Job SummaryWe are seeking a highly motivated and detail-oriented IFA Administrator / Trainee Paraplanner to join our team. As a key member of our Financial Services team, you will be responsible for:Assessing new...
-
Paraplanning Professional
2 weeks ago
Harrogate, North Yorkshire, United Kingdom Reward Recruitment Full timeAbout the RoleWe are seeking a highly skilled Paraplanning Professional to join our team at Reward Recruitment Limited. As a key member of our financial services team, you will play a crucial role in supporting our financial planners in delivering exceptional client service.Key ResponsibilitiesFinancial Planning Support: Assist our financial planners in...