Senior Financial Planning Specialist
18 hours ago
About the Opportunity
We 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 teamwork while promoting a supportive work environment.
Key Responsibilities:
- Draft suitability reports in accordance with regulatory requirements, working closely with Financial Planners.
- Assist in interpreting client meetings and prepare recommendations.
- Provide guidance on specific cases to support consumer outcomes.
- Update workflow records for accurate management information.
- Analyse data from various software programs to inform policy decisions.
Requirements
A Diploma in Financial Planning is essential for this role.
Salary Range: £33,000 - £43,000 per annum (dependent on experience)
-
Financial Planning and Reporting Specialist
2 weeks ago
Harrogate, North Yorkshire, United Kingdom IPS Group Full timeAbout Our TeamWe are a high-calibre team at IPS Group, committed to delivering excellent results and driving business success.We are looking for an experienced Management Accountant to join our team, bringing their skills and expertise to help us achieve our goals.Job DescriptionKey Responsibilities:Manage the production of monthly management accounts,...
-
Financial Planning Support Specialist
5 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.
-
Investment Planning Specialist
58 minutes ago
Harrogate, North Yorkshire, United Kingdom Heat Recruitment Full timeJob SummaryWe are seeking an experienced Investment Planning Specialist to join our team at Heat Recruitment. As a key member of our financial services team, you will play a vital role in providing exceptional support to our HNW clients. With a focus on investment management, this is an exciting opportunity to develop your skills and expertise in a dynamic...
-
Financial Planning Professional
14 hours ago
Harrogate, North Yorkshire, United Kingdom Heat Recruitment Full timeJob 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...
-
Senior Landscape Planning Specialist
4 weeks ago
Harrogate, North Yorkshire, United Kingdom North Yorkshire Council Full timeJob Overview:The North Yorkshire Council is seeking an experienced Senior Landscape Planning Specialist to join its multidisciplinary team. This role will promote the creation, protection, and enhancement of the landscape in North Yorkshire.Key Responsibilities:Provide specialist landscape architecture advice to ensure statutory requirements and council...
-
Senior Financial Planner
13 hours ago
Harrogate, North Yorkshire, United Kingdom Homes for Students Full timeJob 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...
-
Financial Planning Assistant
6 days ago
Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full timeWe 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,...
-
Financial Planning Specialist
2 weeks ago
Harrogate, North Yorkshire, United Kingdom Homes for Students Full timeOverviewHomes for Students is a leading provider of student accommodation. We are seeking an experienced Management Accountant to join our finance team in Harrogate.Salary and BenefitsThe successful candidate will receive a competitive salary of £45,000 per annum, plus a generous holiday package of 25 days, plus bank holidays, and access to exclusive retail...
-
Financial Planning Director
3 weeks ago
Harrogate, North Yorkshire, United Kingdom Ashville College Full timeAbout 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...
-
Senior Financial Coordinator
3 weeks ago
Harrogate, North Yorkshire, United Kingdom Page Personnel Sales Full timeBecome a Senior Financial CoordinatorAs a Senior Financial Coordinator, you will play a key role in the company's finance team, overseeing financial planning, budgeting, and reporting. Your duties will include preparing and presenting financial reports, analyzing financial data, and developing management information packs. This role requires strong...
-
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...
-
Financial Planning Support Specialist
3 weeks ago
Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full timeWe are seeking a highly skilled Part-Time Finance Administrator to join our client, a leading Investment Management and Financial Planning firm in Harrogate.The ideal candidate will have previous experience in payment processing and transfers within the General Finance sector. Knowledge of banking platforms such as HSBC.net or Barclays.net would be...
-
Financial Planning Support Professional
57 minutes ago
Harrogate, North Yorkshire, United Kingdom Austin Fraser Full timeOur 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...
-
Senior Financial Management Role
2 months ago
Harrogate, North Yorkshire, United Kingdom beBee Professionals Full time £45,000 - £65,000Senior Financial Management RoleWe are seeking a highly skilled and experienced Finance Manager to join our finance team in the UK. You will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans, forecasts,...
-
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...
-
Financial Planning Professional
18 hours ago
Harrogate, North Yorkshire, United Kingdom Austin Fraser Full timeAt 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...
-
Senior Financial Strategist
3 weeks ago
Harrogate, North Yorkshire, United Kingdom Finatal Full timeCompany Overview: Finatal is partnered with an international, market-leading ecommerce business. With private equity backing and a broad international presence, the company is seeking an entrepreneurial CFO to play a pivotal role in the next growth phase.The business currently operates at £30m revenue, offering an exciting opportunity to shape the financial...
-
Financial Planning Assistant
16 hours ago
Harrogate, North Yorkshire, United Kingdom Austin Fraser Full timeAbout 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...
-
Financial Support Specialist
3 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...
-
Senior Financial Professional
2 weeks ago
Harrogate, North Yorkshire, United Kingdom IPS Group Full timeAbout the JobAs our ideal candidate, you will be responsible for producing month-end management accounts, preparing investor reports, and assisting with budget planning and forecasting.You will work closely with senior finance team members to deliver high-quality financial performance and contribute to the growth of the business.We are looking for someone...