Administration Assistant

2 weeks ago


Harrogate, United Kingdom Tate Full time

**Administration Assistant**

**£10-12 per hour - Dependant on experience**

**Fully Office Based - Harrogate**

**35hrs per week - Monday to Friday**

**Temporary to permanent opportunity.**

Tate are delighted to be working alongside a Wealth Management Company who provide effective financial planning advice to assist their clients in achieving their financial goals. We are looking for an individual who will be able to provide effective and efficient administrative support to a well-established team.

**Key Responsibilities**
- To provide general administrative support to the Business Manager, Sales Support Administrators, and Financial Advisers as required.
- To maintain IO database and client files.
- To receive the daily post, scan and distribute to the relevant parties.
- To carry out various assignments as allocated by the Directors, Sales Support and Advisers of the Company.
- To deal with ad hoc queries and enquiries relating to, and from, clients.
- To always uphold client confidentiality.
- To comply with the requirements of the IPN Partners Limited Employee Handbook.
- To comply with the personal and qualitative standards as set by the Financial Conduct Authority ('FCA').
- To improve and update skills through regular appraisal, appropriate training, and self-development.

**Key skills and Experience**
- Strong administration experience
- The ability to work independently and as part of a team.
- Good time management and the ability to prioritise your own workload.

Tate is acting as an Employment Business in relation to this vacancy.



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