Posted by Insurance Recruitment Services • £35K/yr to £41K/yr
Role
To support and assist financial advisors in the delivery of bespoke solutions to clients as part of the financial advice process.
General
My client is a well-established financial advisory business with seven locations around Yorkshire, and they are currently looking for an experienced Paraplanner to join their team in York.
This is an excellent opportunity for a career minded (ideally Diploma qualified) individual to join a rapidly growing team and support the business in its next stage of development.
Posted by Premier Jobs UK Limited • £26K/yr to £32K/yr
This Personal Assistant job in Northallerton provides opportunity to directly support Financial Advisers and help them provide excellent service to their clients
As a Personal Assistant, you will be a key point of contact for their clients and be responsible for organising client review meetings which take place at least once a year.
You will be joining a growing Financial Services firm with a national footprint.
Posted by XEINADIN GROUP LIMITED • £20K/yr to £30K/yr
Who are we?
Xeinadin was established in 2019 when more than 100 successful, independent, business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy.
This role is suitable for a PA with a desire to learn more about Financial services, and, should you be interested, to eventually become an IFA Administrator.
You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop.
The role will mainly be focusing on Planning and delivering Audit/Accounts assignments in conjunction with the client partner or manager.
We are recruiting for a professional and well-established firm of Chartered Accountants located in the picturesque market town of Bedale, North Yorkshire who is looking to appoint an experienced Audit Senior on a full-time, permanent basis.
The firm have an excellent reputation and are well known for delivering a first class, tailored service to a wide spectrum of clients across North Yorkshire and the surrounding areas which range from individuals to large corporate businesses.
Posted by Premier Jobs UK Limited • £26K/yr to £32K/yr
You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients.
This hybrid, Financial Services Administrator job in Northallerton is ideal for current Administrators working within Financial Services keen to join a growing company which has exciting plans ahead!
The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
As an O2 Retail Advisor, your main role will be to deliver outstanding in-store performance and customer care, while working together with your team to meet your store's wider goals.
We provide plenty of notice to accommodate your schedule.
Flexibility is essential in our stores, and you may be required to work additional hours as needed.
They provide assistance to clients with tax planning, annual accounts, tax return preparation, management accounts, bookkeeping, VAT returns, cashflows, patrol service and much more.
Our clients are a Chartered Accountancy Practice based in Northallerton who are looking to add an AAT Accounts Senior to their office-based team.
They have a number of years' experience in accountancy and very much have a family accountancy practice.