Financial Planning Administrator

3 weeks ago


Harrogate, United Kingdom Search Consultancy Full time

Financial 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:

- Sending out and chasing Letters of Authority with external providers
- Gathering information from providers, ensuring it is all correct and then putting the information into a presentable tables and documentation
- Taking on analytics and critical yield calculations
- Compiling preparation information for all client meetings with the Advisors
- Requesting Wealth Accounts and Investor Returns
- Sending regular updates and professional correspondence to clients
- Creating performance comparison graphs and cost and charges calculations.
- Financial Services support experience is a must for this role
- You must be extremely organised and be able to prioritise your working day and week
- You will need to be a quicker learning, be comfortable asking for assistance when needed and have a strong attention to detail
- You must be comfortable, professional and articulate on the telephone and be able to influence providers and other stakeholders
- Finally you must have a good energy about you, a strong work ethic and positive "can do" attitude
A fully negotiable salary, excellent benefits package and a fantastic working environment are on offer.


  • Ifa Administrator

    1 month ago


    Harrogate, United Kingdom Cooper Johnston Wealth Management Full time

    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...


  • Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full time

    My client is a Financial Advisory firm providing Financial Solutions and Independent Financial Advice to both individuals and businesses in the Yorkshire areas. Specifically you will process and monitor all new business applications for both Directors and Financial Advisors liaising with clients and product providers, you will maintain a strict diary...

  • Administrator

    5 hours ago


    Harrogate, United Kingdom HQ Personnel Full time

    An exciting and new opportunity has arisen to join one of our prestigious clients in the Harrogate area for an experienced administrator. This is a fantastic hybrid role working Monday & Friday from home and the rest of the week in their offices. **Responsibilities include**: - Onboarding new clients and checking all documents to be correct on file. -...


  • Harrogate, United Kingdom Sharp Consultancy Full time

    Very successful Environmental Services business based in North Yorkshire currently have a truly exceptional opportunity for a career minded ACA/ACCA/CIMA qualified accountant to join them in a newly created role. This position will play a integral part in shaping the next few years of the companies growth and give the successful candidate unrivalled career...


  • Harrogate, United Kingdom Sharp Consultancy Full time

    Very successful Environmental Services business based in North Yorkshire currently have a truly exceptional opportunity for a career minded ACA/ACCA/CIMA qualified accountant to join them in a newly created role. This position will play a integral part in shaping the next few years of the companies growth and give the successful candidate unrivalled career...


  • Harrogate, United Kingdom Sewell Wallis Full time

    Sewell Wallis are recruiting for a Group Financial Accountant to join a leading Marketing Agency in Harrogate. With offices also in Leeds, there is flexibility to work from either. This role would suit an ambitious qualified Accountant, ideally ACA, looking for a first move into Industry. Working closely with the CFO and Group Financial Controller, your...


  • Harrogate, United Kingdom Homes for Students Full time

    Homes for Students is one of the UK's leading providers of student accommodation. We currently have a vacancy for Temporary Administrator based at our Harrogate Office, working 40 hours per week, 8:30am to 5:00pm Monday to Friday. Working within the Student Transactions and Central Support teams, the Temporary Administrator will be responsible for providing...


  • Harrogate, United Kingdom Lime People Search & Select Ltd Full time

    Employed Financial AdviserMy 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 the firm...


  • Harrogate, United Kingdom Lime People Search & Select Ltd Full time

    Employed 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 the...


  • Harrogate, United Kingdom Lime People Search & Select Ltd Full time

    Employed Financial AdviserMy 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 the firm...


  • Harrogate, United Kingdom Sewell Wallis Full time

    Group Financial Accountant - Harrogate - Salary circa £45,000 - Hybrid working Sewell Wallis are currently recruiting for a rapidly growing Marketing Agency that offers great progression opportunities with a clear training and progression program. This role will involve working closely with the CFO and Group Financial Controller, and would ideally suit a...


  • Harrogate, United Kingdom Elevation Recruitment Group Full time

    Elevation Accountancy & Finance are excited to be working alongside a key client, as they look to appoint an experienced Finance Administrator into their team. This is a fantastic opportunity for a dynamic & self-motivated Finance Administrator to take responsibility for the efficient and effective management of the organisations finances; in particular...


  • Harrogate, United Kingdom EnviroVent Full time

    **Salary**: £13,200 per annum **Location**: Unit 1, Bardner Bank, Killinghall, Harrogate, HG3 2SP **Hours**: 22.5 hours, 3 days a week, days to be confirmed 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...


  • Harrogate, United Kingdom Sewell Wallis Ltd Full time

    Sewell Wallis is currently working with a fantastic company based in Harrogate who are looking for a Property Administrator to join their team on a full time permanent basis. This role would be brilliant for someone with an interest in property and a few years of administration experience. Duties include: - Liaising with other departments to collate...


  • Harrogate, United Kingdom Axon Moore Group Ltd Full time

    Axon Moore have partnered with a global financial services company based in Knaresborough to recruit a Purchase Ledger Administrator. This fast paced and varied role will include the following duties: - Ensure that invoices are correctly approved - Process invoices - Process payments - Raise POs - Dealing with internal queries Full training and development...

  • Administrator

    1 month ago


    Harrogate, United Kingdom HQ Personnel Full time

    Our prestigious Harrogate client looking to recruit an enthusiastic and motivated full-time Administrator/Negotiator for their busy fast passed office. Duties include: - Reception Duties - Administration - Answering the phone - Proving support for the team - Arranging maintenance - Invoice’s - Sending out letter & Chasing payments - Preparing inventory...

  • Patient Administrator

    1 month ago


    Harrogate, United Kingdom Circle Health Group Full time

    **Patient Administrator** **Bank Shifts** **£10.42 per hour** **The Duchy Hospital** in Harrogate is part of Circle Health Group, Britain's leading provider of independent healthcare with a nationwide network of hospitals & clinics, performing more complex surgery than any other private healthcare provider in the country.** **We have an opportunity for...


  • Harrogate, United Kingdom Si Recruitment Full time

    Accounts Assistant, Harrogate, 6-month contract, Hybrid working available Do you have a varied accounts experience? Would you like to work for a company that are known for looking after their staff? Interested in working in the media sector dealing with foreign currency? Working in an existing finance team you will be assisting with the financial record...

  • Patient Administrator

    4 weeks ago


    Harrogate, United Kingdom Circle Health Group Full time

    **Salary: £21,742.50 FTE** **Patient Administrator** **Part-Time - Permanent** **The Duchy Hospital** in Harrogate is part of Circle Health Group, Britain's leading provider of independent healthcare with a nationwide network of hospitals & clinics, performing more complex surgery than any other private healthcare provider in the country.** **Circle...


  • Harrogate, United Kingdom Equals One Full time

    Research and Operations AdministratorSalary £25k-£30k pa (pro rata) + excellent benefitsOffice-based/Hybrid - minimum 3 days per week based at Harrogate office – free parkingPermanent, Part-Time (25 hours per week) spread over 4/5 daysDo you have strong administration and communication skills that you could apply to a research business? Are you...