Posted by Lime People Search & Select Ltd • £35K/yr to £45K/yr
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 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.
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
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.
My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate.
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.
NJR are currently working with a well established firm of Independent Financial Advisers who are now looking to expand by recruiting a pro-active and ambitious IFA Administrator to join their growing team based in Harrogate.
Wanting to work for reputable organisation, who genuinely offer excellent career development?
Are you a people person with good administration skills and knowledge of social media?
Holiday cover for weekends / days can be provided.
We are looking for a Receptionist to work 3 days per week (Fri, Sat, Sun) on a permanent basis for an organisation that is dedicated to providing top-tier care services.
In this role you will be given a substantial and established portfolio of clients to advise, local administration and also paraplanning support.
You must be an experienced financial planner who holds CII level 4 Diploma status or equivalent.
This national / international financial planning and investment management firm with £10B AUM is currently seeking an experienced financial planner to join its team in the Harrogate (hybrid working).
Due to headcount increase our client is now looking to recruit a full time permanent Conveyancing Fee Earner to work Monday to Friday 9:00-17:00 35 hours per week.
Our client is a well established firm who has been established for many years.
Talent UK are delighted to be recruiting on behalf of our new client based in Bradford.