Full or Part-time Financial Services Administrator
6 days ago
This hybrid, Financial Services Administrator job in Northallerton is ideal for current Administrators working within Financial Services keen to join a growing company which has exciting plans ahead You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
As a Financial Services Administrator, you will be focused on undertaking efficient administrative support. Obtaining illustrations, projections and valuations
Accurately update and maintain information on their back office system
Financial Services Administrator Requirements
You should have experience as an Administrator within a financial services
Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates
The business would be open minded to candidates with administration experience within other areas of financial services e.g. provider background, mortgages
This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. Financial Services Administrator Benefits
~ Plus company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% pension, discretionary bonus and 28 days holiday + bank holidays, rising up to 30 days
~ Hybrid working with 60/40 split of office and home working
~Excellent career progression, with individual development plans shaped around your desired career path
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