My client is an expert Financial Planning firm, specialising in Pensions, Investments, Mortgages, Life, Health and Critical Illness Insurances, dealing with both Individuals and Busineses throughout the UK.
Due to company acquisition and expansion we are seeking a number of additional experienced Financial Advisers to assist the firm in generating profitable business from existing HNW client banks.
The role could be based in the Harrogate offices, or elsewhere.
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas.
Providing a full Financial Planning service to both individuals and businesses.
We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients.
My client is a Financial Advisory firm providing Financial Solutions and Financial Advice to both individuals and businesses in the Yorkshire areas.
We are urgently seeking an IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
We would ideally be seeking someone with 1-3 years experience working within an Administrative role within a Financial Advisory or Financial Services firm.
My client is an Independent Financial Advisory firm based in Harrogate providing Financial Advice to both individuals and businesses surrounding Pensions, Investments, Retirement Planning, Tax, Trusts and Life & Health Insurance.
We are seeking an experienced Paraplanner to join the exiting Paraplanning and Administrative teams, specifically you will be responsible for:
Providing administrative support in the preparation of non-client facing documentation, in relation to the preparation and administration of financial plans or reports.
My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate.
We are urgently seeking an IFA Administrator to join the existing Administrative teams on the Financial Planning side of the business, generally you would be responsible for supporting Financial Advisors of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
Your specific duties will include
Providing full administrative support to a number of Financial Planners.
Y client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas.
Providing a full Financial Planning service to both individuals and businesses.
We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients.
A well regarded firm of Chartered Accountants in Goole are recruiting for a Corporate Accounts and Audit Senior.
The responsibilities of the role are to produce accounts, audits and tax compliance assignments to a high standard for clients ranging from sole traders to high turnover companies.
Ideally ACA/ACCA qualified with Audit, Accounts, personal and corporation tax experience and knowledge of accountancy packages such as Sage, Xero and Quickbooks as well as experience supervising the work of junior staff and the ability to mentor.
Intranet and Web administrator required for a 6 months contract in Harrogate with 2 or 3 days based from home.
You will be assisting the communications team in migrating to a new Intranet site, some previous experience in SharePoint based intranet sites would be an advantage.
This is an excellent opportunity to join a growing renewable business in York.
The successful candidates will be responsible for providing administrative support to the group.
The general administrator's role will include working closely with the leadership team by handling clerical duties, coordinating calendars, and organising meetings.