Financial Planning Administrator

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...

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...

We 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 -...

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...

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...

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...

Support professional staff by undertaking research and collation of information - Liaise with our clients in a confident and professional manner - Arrange client meetings and diary management - Answer telephone calls confidently and politely, taking messages as required - Format and proofread letters, quotes, reports and minutes - Deal with incoming and...

Support professional staff by undertaking research and collation of information Liaise with our clients in a confident and professional manner Arrange client meetings and diary management Answer telephone calls confidently and politely, taking messages as required Format and proofread letters, quotes, reports and minutes Deal with incoming and outgoing post...

Format and proofread reports, quotes, letters, and minutes - General and project filing - Updating and maintaining administrative systems, e.g. various databases - Support professional staff by undertaking research and collation of information - Liaise with our clients in a confident and professional manner - Deal with incoming and outgoing post - Prepare...

Job Number: SOU00HX Southlands 9 Ripon Road Harrogate North Yorkshire HG1 2JA Location Status On site Salary Amount £24,960.00 - £31,782.40 **Financial Administrator** **Southlands Care Home, **9 Ripon Road, Harrogate, HG1 2JA** **£24,960.00 - £31,782.40 dependent on experience and qualifications** **Permanent contract. 40 hours pw, Monday to...

**Financial Services Administrator - Projects** **Salary of up to £28,000 (DOE)** **Excellent benefits package (see below for full details)** **Hybrid working -** blend of home and office working from either of our Birmingham or Harrogate offices **12 month fixed term contract -** however as a fast-growing business there is high potential for a...

**Financial Planning Associate - Academy Opportunity** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest -...

Client Administrator required to joint the Client Support team in a small firm of Chartered Financial Planners providing support to the Directors. This is an interesting and varied role with the opportunity for career development and progression to a Paraplanner. **Job Types**: Full-time, Permanent **Salary**: £23,000.00-£30,000.00 per...

**IFA Administrator** **Harrogate** **£25,000 to £28,000** We are acting on behalf of an established Wealth Management practice, who are currently looking to recruit a Wealth Management Administrator opportunity, to join an established Chartered Financial Planning practice who can provide support to the Directorsin the provision of advice and service to...

**Financial Adviser** **Harrogate** **£55,000 to £60,000 basic+ Benefits (OTE £80,000) - with active Client Bank** Our client is looking to recruit an experienced and professional Level 4 Diploma Qualified Financial Adviser, who can offer expert advice on suitable investments, private pensions and tax planning, and provide a valuable service to work...

My client is a Financial Advisory firm providing Financial Solutions and Independent Financial Advice to both individuals and businesses in the Yorkshire areas. We are urgently seeking an IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in...

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 a part-time (Mon - Fri 1pm - 5pm) Finance Administrator to assist with the smooth running of the cash department and its processes and...

We are a rapidly expanding company looking for a full time bookkeeper/office administrator with a minimum of 3 years experience in bookkeeping and office administration. **Role and previous experience will include**: - Bookkeeping. Experience within Sage is essential - Preparation of VAT returns - Preparation of bank reconciliations - Microsoft Office...

EnviroVent Ltd is the UK’s leading manufacturer of innovative and sustainable ventilation products. We provide solutions that improve people’s health and homes from design and manufacture to installation and maintenance. We are currently looking for an enthusiastic, organised and reliable individual to assist and support our Planning Team. You will be...

**Sales Administrator** **Location**: Unit 1, Bardner Bank, Killinghall, Harrogate, HG3 2SP **Hours**: Monday - Friday, 37.5 hours per week EnviroVent Ltd is the UK’s leading manufacturer and supplier of innovative and sustainable ventilation products. From design and manufacture to installation, service and maintenance we are committed to understanding...