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Lime People Search & Select Ltd
Harrogate
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. You will be resp
Job Source: Lime People Search & Select LtdNJR Recruitment
Leeds
Financial Planning Administrator Leeds £22,000 - £25,000 NJR Recruitment are delighted to be once again recruiting for a well established company based on the outskirts of Leeds who are looking for an administrator to join their expanding wealth management support team. Working within a friendly team, you will be providing day to day admin support
Job Source: NJR RecruitmentNJR Recruitment
Leeds
NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced financial services administrator join their team in Leeds. Working within a busy team environment that specialises in providing client centric advice on a range of pensions, investments, trusts and tax prod
Job Source: NJR RecruitmentLime People Search & Select Ltd
Harrogate
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. You will be res
Job Source: Lime People Search & Select LtdNJR Recruitment
Leeds
Senior Financial Planning Administrator Leeds NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced financial services administrator join their growing team in Leeds City Centre Working within a busy team environment that specialises in providing client centr
Job Source: NJR RecruitmentMarmion
Harrogate
We’re searching for a highly organised and confident individual to join a growing scheduling team based in Knaresborough . We’re looking for candidates with excellent telephone manner and ideally, prior experience within an administrative role. Key Benefits: Up to £25,000 pa , dependant on experience Excellent Training and Development Opportunitie
Job Source: MarmionLime People Search & Select Ltd
Leeds
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments. We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpos
Job Source: Lime People Search & Select LtdLime People Search & Select Ltd
Leeds
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments. We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpos
Job Source: Lime People Search & Select LtdHarrogate
My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate.
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.
Your specific duties will include:
Providing full administrative support to a number of Financial Planners. Be the point of contact for company, client and third-party queries when dealing with new and existing business.
Keeping all notes on the back-office system up to date, enabling advisers and other team members to appraise themselves of the current situation as required.
Processing, and following 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 clients.
Processing online fund switches and manage through to completion. Maintain the back-office system; adding new clients and maintaining the portfolio content, including contributions and withdrawals plus other ad hoc details as required.
Utilising the client management system to accurately process new and existing business, including (monthly) valuations and diary management.
Providing review and valuation documentation in relation to client reviews and deal with any changes to the portfolio and/or client circumstances. Diary management for Advisers.
Ensuring all documentation is scanned to paperless system and all emails are saved to the client records.
Liaising with external parties regarding any queries (insurance companies etc.).
Managing own workload. Prepare meeting packs for advisers.
We would ideally be seeking someone with 1-3 years experience working within an Administrative role within a Financial Advisory / Financial Planning firm. Ideally with good knowledge and understanding of investments pensions, life assurance, permanent health insurance and personal tax. We are ideally seeking a career focused IFA Administrator.
Financial Planning Administrator jobs in Harrogate
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