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Lime People Search & Select Ltd
Harrogate
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 Administr
Job Source: Lime People Search & Select LtdLime 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
Wakefield
Financial Planning Administrator Wakefield £22,000 - £25,000 NJR Recruitment is currently working with a leading Wealth Management Company, who provides holistic wealth management advice to clients based across the UK. Due to their continued growth are now looking for a pro-active and driven IFA Administrator to join their team based in Wakefield
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 LtdLeeds
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 and liaising with their high net worth clients
Duties will include:
Reception duties
Diary management
Produce client documents and collating reports
Answering calls and helping the clients/staff
Assisting with any compliance needs
General admin including filing, scanning etc
What do we need from you?
Previous experience as an administrator within financial planning
Excellent communication skills, including written communications
Strong attention to detail
Good use of computer software including Microsoft products
What's in it for you?
Competitive salary
25 Days Holiday + Bank Holidays
Enhanced Pension Scheme
Free Parking
PMI and DIS
Lots of team/social events
If you are looking to join a professional company that genuinely invests in their team, contact NJR Recruitment today quoting NJR14818
Financial Planning Administrator jobs in Leeds
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