56 Investment Firm Jobs in Harrogate
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Financial Planning Administrator Lime People Search & Select Ltd - Harrogate, North Yorkshire, United Kingdom * Process, and follow through to completion, the setting up of new investments and policies for clients, which include Pension and SIPP contracts, Investment and Protection policies for Personal and Business... £27000 - £30000/annum £27-30k +bens 6 days ago
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Employed Financial Adviser Lime People Search & Select Ltd - Harrogate, North Yorkshire, United Kingdom The successful candidate will either be a qualified Financial Adviser with demonstrable experience of maintaining and developing solid client relationships & professional networks within the Financial... £35000 - £45000/annum £35-45k +bonus 6 days ago
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Finance Administrator (Part-time) Harrogate, England, United Kingdom We are urgently seeking a part-time (Mon – Fri 1pm – 5pm) Finance Administrator to assist with the smooth running of the cash department and its processes and to keep the Cash Manager up to date with any... 24 days ago
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Paraplanner / Trainee Paraplanner Lime People Search & Select Ltd - Harrogate, North Yorkshire, United Kingdom * Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation... £25000 - £35000/annum £25-35k +bens 6 days ago
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Portfolio Assistant Heat Recruitment Ltd - Harrogate, North Yorkshire, United Kingdom * Keeping all proposition spreadsheets up to date, including tracking performance metrics and maintaining data integrity. * Analytical and quantitative skills, with proficiency in financial modeling techniques... £28000 - £40000/annum 14 days ago
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Financial Adviser - Harrogate Harrogate, England, United Kingdom Ensure that you can identify clients who are in vulnerable or potentially vulnerable circumstances, in order to treat them fairly, and provide appropriate advice and adapt the services/advice provided... 13 days ago
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Senior Investment Manager Harrogate, England, United Kingdom To manage the relationship and investments of clients on a discretionary basis and to provide any other related services which fall within the Client Agreement. To be instrumental in introducing new funds... 14 days ago
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Investment Operations Associate Heat Recruitment - Harrogate, United Kingdom Performing financial modeling tasks, including rebalances, buying and selling, and adjustments for encashing or income raises. Managing submissions and ensuring compliance with regulatory requirements... 28 days ago
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Financial Planning Administrator Harrogate, England, United Kingdom We are seeking those who have 1-3+ years experience working in a similar Financial Planning support role, with experience of working with Client Management systems such as Intelliflo / First. Any experience... 19 days ago
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Paraplanner / Trainee Paraplanner Harrogate, England, United Kingdom Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within... 24 days ago
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