We are searching for a driven individual with excellent communication skills to join a multi-disciplined outsourced agency provider as aSales Executive, based in Harrogate.
Documenting of current processes and activities using structured techniques.
Employer Description
Link Scheme Ltd is the operator of the LINK system as set out in the Financial Services (Banking Reform) Act 2013.
It works with the Payments Systems Regulator (PSR) to achieve its core objectives of promoting innovation and competition in LINK and furthering the interests of people and businesses that use LINK.
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.
You will be responsible for providing full administrative support to a team of Financial Planners / Advisers.
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.
We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover.