Financial Services Advisor

Job 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...

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...

We are seeking a Sales and Service Advisor to join our retail team in Harrogate, United Kingdom.Key Responsibilities:Greet and assist customers with product selection.Provide product knowledge and advice to customers.Operate the cash register and handle transactions.Maintain the store's visual presentation and stock levels.Assist with stock replenishment and...

About Our ClientNJR Recruitment are pleased to be representing a leading firm of Independent Financial Advisers who is seeking an experienced and talented Paraplanner to join their dynamic business.Key Responsibilities:Providing administrative support to the financial advisersAssisting with the preparation of reports and presentationsHelping to develop and...

Job DescriptionWe are looking for a highly skilled and experienced Financial Controller to join our team at Harrogate Homeless Project.The ideal candidate will have a strong background in accounting and financial management, including experience in budgeting, forecasting, and financial analysis.Key ResponsibilitiesOversee the preparation of financial...

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 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...

Sewell 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...

Job OverviewWe 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 RoleYou will be responsible for prospecting and contacting potential clients in accordance with our business plan.Your main objective will...

Job 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...

Job 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...

Job 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...

Customer Service AdvisorWe are seeking a skilled and customer-focused Customer Service Advisor to provide exceptional service and support to our clients in Harrogate, United Kingdom.Key Responsibilities:Handle customer inquiries and resolve issues in a timely and professional manner.Provide accurate and up-to-date information about our products and...

Jigsaw is seeking a dedicated and customer-focused Customer Claims Advisor to join our team at our stylish head office in Harrogate town centre.About the Position:This is an exciting opportunity to work as a Breakdown Claims Handler, answering inbound calls from customers wishing to make a claim on their policy.You will be working closely with your team,...

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...

About 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...

Key ResponsibilitiesAs a Customer Care Advisor, you will play a vital role in delivering exceptional customer service to our policyholders. Your primary responsibilities will include:Responding to customer queries and concerns in a timely and professional mannerProcessing pet insurance claims and identifying any issues or discrepanciesMaintaining accurate...

ONSITE OCCUPATIONAL HEALTH ADVISOR - HARROGATE*** Must be eligible to work in the UK ***The Onsite Occupational Health Advisor (OHA) will be responsible for delivering a full range of Occupational Health services, including comprehensive case management and health surveillance. The role involves supporting the health and well-being of employees by providing...

An experienced Part-Time Finance Administrator is required by our client, a well-established Investment Management and Financial Planning firm in Harrogate.The ideal candidate will have a strong background in finance and administration, with experience in payment processing and transfers. Knowledge of banking platforms such as HSBC.net or Barclays.net would...

At BT Group, we're committed to delivering exceptional customer experiences. As a Retail Advisor in our Harrogate store, you'll play a vital role in making this happen.Salary: £12.34 per hour, plus 20% on target commissionAbout the RoleThis is an exciting opportunity to join our team and make a real difference to customers' lives. As a Retail Advisor,...