What's in it for you as our Trainee Mortgage Advisor
Up to 6 months spent in the residential business as a paid employee with dedicated study time to complete your mortgage qualification.
Full support and training provided to become CeMAP qualified and achieve CAS/RMA status.
General
William H Brown in Harrogate offers structured and transparent progression opportunities Competitive basic salary Warm leads Industry leading training Agile and nimble IT systems
Posted by Lime People Search & Select Ltd • £35K/yr to £45K/yr
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.
NJR are pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced and talented Paraplanner to join their dynamic and ever growing business.
As a Paraplanner you will be reviewing, analysing and preparing compliant financial plans for clients that verify the recommendations made and are in accordance with the Investment philosophy.
NJR Recruitment is pleased to be representing a small boutique wealth management firm in Harrogate who now have an excellent opportunity for an experienced Paraplanner to join their expanding technical team.
You will be supported by their dynamic administration team enabling you to focus on your planner relationships and offering the clients the experience they deserve from working with a growing UK wealth management company.
Posted by Lime People Search & Select Ltd • £23K/yr to £28K/yr
Your specific duties will include
Providing full administrative support to a number of Financial Planners.
General
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.