We are searching for a driven individual with excellent communication skills to join a multi-disciplined outsourced agency provider as a Desk Based Account Manager, based in Harrogate.
Providing administrative support in the preparation of non-client facing documentation, in relation to the preparation and administration of financial plans or reports.
We are seeking an experienced Paraplanner to join the exiting Paraplanning and Administrative teams, specifically you will be responsible for:
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 working with an established Chartered Certified Accountancy firm based in Harrogate with an excellent reputation across the local area, built upon providing a personal tailored service to all of their loyal clients.
They are looking for a
To join their friendly, close knit team, on a permanent full-time basis.
You will be responsible for providing full administrative support to a team of Financial Planners / Advisers.
We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover.
My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning.
The business are currently looking to add some firepower to the Credit function and are seeking to recruit an experienced Credit Controller who is looking to work within a fast-paced environment!
If you are looking for a new opportunity which offers a competitive salary including a target-based bonus, plus tons of room to grow and progress, this opportunity is one not to be missed.
Portfolio Credit Control are currently partnered with a well-established property business who are consistently growing!