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Financial Planning Administrator
4 weeks 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
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Financial Planning Administrator
1 month ago
Harrogate, North Yorkshire, 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...
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Financial Planning Administrator
4 weeks ago
Harrogate, North Yorkshire, 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...
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Financial Planning Administrator
1 month ago
Harrogate, North Yorkshire, 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...
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Financial Planning Administrator
4 weeks ago
Harrogate, North Yorkshire, 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...
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Financial Planning Administrator
1 month ago
Harrogate, North Yorkshire, 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...
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Financial Planning Administrator
4 weeks ago
Harrogate, North Yorkshire, 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...
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Financial Planning Administrator
2 weeks 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...
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Financial Planning Administrator
1 month 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...
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Financial Planning Administrator
4 weeks 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...
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Financial Planning Administrator
4 weeks 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...
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Financial Planning Administrator
3 weeks 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 -...
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Financial Planning Administrator
2 weeks ago
Harrogate, North Yorkshire, 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...
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Financial Planning Administrator
2 days 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...
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Financial Planning Administrator
3 days ago
Harrogate, United Kingdom Lime People Search & Select Ltd Remote Work Freelance 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...
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Financial Planning Administrator
2 months ago
Harrogate, United Kingdom Search Consultancy Full timeFinancial Planning Administrator Harrogate £24,000 - £30,000 + excellent training, pension, PMI, exam support A successful wealth management organisation in Harrogate are looking to add a hard working and experienced Financial Planning Administrator to their ever growing team. The role is varied but some of the key responsibilities of the role are: -...
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Financial Adviser
1 month ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeEmployed Financial Adviser My client is an expert Financial Planning firm, specialising in Pensions, Investments, Mortgages, Life, Health and Critical Illness Insurances, dealing with both Individuals and Busineses throughout the UK. Due to company acquisition and expansion we are seeking a number of additional experienced Financial Advisers to assist...
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Trainee Paraplanner
1 month ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and...
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Trainee Paraplanner
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and...
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Trainee Paraplanner
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and...
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Trainee Paraplanner
1 month ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and...