Current jobs related to Financial Planning Administrator - Harrogate North Yorkshire - Lime People Search & Select Ltd
-
Financial Planning Specialist
3 weeks ago
Yorkshire, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial PlannerSalary: £60,000 - £65,000 + BonusLocation: YorkshireA well-established financial services firm with a strong reputation in the market is seeking an experienced Financial Planner to join their growing team.This firm provides comprehensive financial planning services across pensions, investments, inheritance tax, and wealth...
-
Financial Planning Specialist
2 weeks ago
Yorkshire, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial PlannerSalary: £60,000 - £65,000 + BonusLocation: YorkshireA well-established financial services firm with a strong reputation in the market is seeking an experienced Financial Planner to join their growing team.This firm provides comprehensive financial planning services across pensions, investments, inheritance tax, and wealth...
-
Financial Planning Specialist
2 weeks ago
Yorkshire, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial PlannerSalary: £60,000 - £65,000 + BonusLocation: YorkshireA well-established financial services firm with a strong reputation in the market is seeking an experienced Financial Planner to join their growing team.This firm provides comprehensive financial planning services across pensions, investments, inheritance tax, and wealth...
-
Financial Planning Specialist
3 weeks ago
Yorkshire, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial PlannerSalary: £60,000 - £65,000 + BonusLocation: YorkshireA well-established financial services firm with a strong reputation in the market is seeking an experienced Financial Planner to join their growing team.This firm provides comprehensive financial planning services across pensions, investments, inheritance tax, and wealth...
-
Financial Planning Specialist
3 weeks ago
Yorkshire, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial PlannerSalary: £60,000 - £65,000 + BonusLocation: YorkshireA well-established financial services firm with a strong reputation in the market is seeking an experienced Financial Planner to join their growing team.This firm provides comprehensive financial planning services across pensions, investments, inheritance tax, and wealth...
-
Financial Planning Professional
2 weeks ago
Yorkshire, United Kingdom Capio Recruitment Financial Planning Full time{"title": "Financial Planning Opportunity", "content": "Capio Recruitment Financial Planning is seeking an experienced Financial Planner to join their team.This role is ideal for a technically-minded individual with a strong ability to develop relationships and create a steady stream of business enquiries.The successful candidate will have a Level 4 Diploma...
-
Financial Planning Professional
2 weeks ago
Yorkshire, United Kingdom Capio Recruitment Financial Planning Full time{"title": "Financial Planning Opportunity", "content": "Capio Recruitment Financial Planning is seeking an experienced Financial Planner to join their team.This role is ideal for a technically-minded individual with a strong ability to develop relationships and create a steady stream of business enquiries.The successful candidate will have a Level 4 Diploma...
-
Financial Planning Administrator
3 months ago
Harrogate, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
-
Financial Planning Administrator
2 months ago
Harrogate, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
-
Financial Planning Administrator
7 days ago
Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full timeIFA Administrator Job DescriptionNJR Recruitment is seeking a highly organized and detail-oriented IFA Administrator to join a reputable firm of Independent Financial Advisers in Harrogate.This role will provide direct administration support to a team of Financial Planners, who advise clients on Whole of the Market products. The successful candidate will be...
-
Financial Planning Administrator
7 days ago
Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full timeIFA Administrator Job DescriptionNJR Recruitment is seeking a highly organized and detail-oriented IFA Administrator to join a reputable firm of Independent Financial Advisers in Harrogate.This role will provide direct administration support to a team of Financial Planners, who advise clients on Whole of the Market products. The successful candidate will be...
-
Financial Planning Administrator
4 days ago
Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full timeIFA Administrator Job DescriptionNJR Recruitment is seeking a highly organized and detail-oriented IFA Administrator to join a reputable firm of Independent Financial Advisers in Harrogate.This role will provide direct administration support to a team of Financial Planners, who advise clients on Whole of the Market products. The successful candidate will be...
-
Financial Planning Administrator
4 days ago
Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full timeIFA Administrator Job DescriptionNJR Recruitment is seeking a highly organized and detail-oriented IFA Administrator to join a reputable firm of Independent Financial Advisers in Harrogate.This role will provide direct administration support to a team of Financial Planners, who advise clients on Whole of the Market products. The successful candidate will be...
-
Financial Planner
8 hours ago
Yorkshire, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial Planner Salary: £60,000 - £65,000 + Bonus Location: Yorkshire A well-established financial services firm with a strong reputation is seeking an experienced Financial Planner to join their team. This firm provides expert advice on pensions, investments, inheritance tax, and wealth management, with a focus on delivering high-quality...
-
Financial Planner
6 hours ago
Yorkshire, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial Planner Salary: £60,000 - £65,000 + Bonus Location: Yorkshire A well-established financial services firm with a strong reputation is seeking an experienced Financial Planner to join their team. This firm provides expert advice on pensions, investments, inheritance tax, and wealth management, with a focus on delivering high-quality...
-
Financial Planning Administrator
4 months ago
Harrogate, United Kingdom Lime People Search & Select Ltd Full timeMy 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 responsible...
-
Financial Planning Administrator
1 day ago
Harrogate, United Kingdom CV-Library Full timeMy 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 responsible...
-
Financial Planning Administrator
4 months ago
Harrogate, United Kingdom Idex Full timeWe are working with a Financial firm based in Harrogate who are looking to recruit their next Financial Planning Administrator. Our clients are well established and are looking for an experienced Financial Planning Administrator who can join their growing team. **Key Duties and Responsibilities**: - Maintaining client records - Supporting client journey -...
-
Financial Planning Administrator
4 months ago
Harrogate, United Kingdom Lime People Search & Select Ltd Full timeMy 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 responsible for...
-
Financial Planning Administrator
3 months ago
Harrogate, United Kingdom Lime People Search & Select Ltd Full timeMy 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 responsible...
Financial Planning Administrator
4 months ago
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 responsible for providing full administrative support to a team of Financial Planners / Advisers. Keep 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.
* 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 clients.
* Process 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.
* 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 you have working with online platforms such as AEGON, Transact or AJ Bell would be to your advantage. If you have any further qualifications within Financial Advice / Planning or working towards your Level 4 Diploma in Financial Advice, this would also be to your advantage.
This role is for a 9-Month Maternity cover contract
