Financial Planning Administrator

We are looking to expand our team and recruit for the position of Administrator as a permanent employed position. The role will be full-time over 35 hours during the working week (Monday to Friday, between the hours of 9 am and 5 pm). Previous experience is not essential. The role will be office-based and full support and training will be provided. The...

Financial Planning Administrator York (outskirts) Up to £30,000 + excellent benefits package, bonus, exam support An Independent Financial Adviser organisation in York are hiring. I require an enthusiastic and experienced Financial Planning Administrator to join this successful office. Experience in a Financial Services environment is essential and in...

**Aim and Purpose of the Role: To promote and provide a high-quality service to new, existing individuals and group corporate clients. The role will require you to work closely with and to support managers, fellow administrators, paraplanners and financial planners in their work. A primary part of the position will be liaising with colleagues, clients and...

We are looking to expand our team and recruit for the position of Administrator as a permanent employed position. The role will be full-time over 35 hours during the working week (Monday to Friday, between the hours of 9 am and 5 pm). Previous experience is not essential. The role will be office-based and full support and training will be provided. The...

**Administrator - Wealth Management** **Salary of up to £30,000 (DOE)** **Hybrid working - partly from our York office blended with home working** Excellent benefits including 25 days annual leave increasing with service, flexible and agile working opportunities to allow for a great work/life balance, Company Maternity and Paternity Pay, a Group Pension...

This highly respected IFA practice in York that provides financial advice to HNW clients is currently seeking an experienced administrator to join its team. In this role you will work closely with the financial planners and assist them with business processing, research and undertake other administration tasks to ensure their clients receive the best...

**Main Duties and Responsibilities**: **Annual Reviews** - You will be required to assist advisers in the creation of client financial reports and letters. - Compile an annual review pack for each client in a timely manner in line with requirements, including the production of valuations and client investments. - Accurate recording and maintenance of...

Our client is a well established Financial Services Practice, who are now seeking an ambitious and pro-active Financial Services Administrator to join their team on a full time basis. This role will work directly for a firm of Financial Planners who advise clients on all aspects of pensions, Investment and protection products. Providing direct...

Brief Description This role sits in Eastern Region and provides direct support to the Strategy and Planning team and the Northern Powerhouse Rail Programme team. Working directly with the Strategy and Planning Director we need an enthusiastic, motivated and inspiring individual to help make this a great place to work. Our key purpose as a team is to...

**Job Title**: Financial Services Administrator **Location**: York **Salary**: Competitive **Job type**: Full time - Permanent Huntington Ross Ltd is a firm of Independent Financial Advisers (IFAs). We offer impartial advice to individuals and businesses. Specialising in financial protection, for individuals, families and small businesses; retirement...

**Job Title**: Financial Services Administrator **Location**: York **Salary**: Competitive **Job type**: Full time - Permanent Huntington Ross Ltd is a firm of Independent Financial Advisers (IFAs). We offer impartial advice to individuals and businesses. Specialising in financial protection, for individuals, families and small businesses; retirement...

**Job Title**:Finance Administrator **Location**: York - Office Based **Salary**:£24,000 - £26,000 Dependant on Experience **Job Type**:Full time, Permanent Mulberry PM Ltd are a well-established and fast growing property management business based in the heart of York. We are look to recruit an experienced Finance Administrator to join our office based...

Independent Financial Adviser | South Yorkshire At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as employed adviser. In this role, you will understand your clients current and future financial goals and formulate easy to understand...

Independent Financial Adviser | South Yorkshire At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as employed adviser. In this role, you will understand your clients current and future financial goals and formulate easy to understand...

Independent Financial Adviser | South Yorkshire At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as employed adviser. In this role, you will understand your clients current and future financial goals and formulate easy to understand...

Independent Financial Adviser | South Yorkshire At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as employed adviser. In this role, you will understand your clients current and future financial goals and formulate easy to understand...

Client Services Administrator Location: York **Salary**: £22,000 Our client who specialises in independent financial advice with emphasis on convenience and simplicity are now looking to recruit a Client Services Administrator to join their team in York City Centre. undertaking inbound and outbound calls, having quality conversations with consumers,...

**Location** **Salary** **Posted on** **Reference** **York £22000 10/02/2023 NJR13467 DESCRIPTION Client Services Administrator Location: York **Salary**: £22,000 Our client who specialises in independent financial advice with emphasis on convenience and simplicity are now looking to recruit a Client Services Administrator to join their team in York...

**Location** **Salary** **Posted on** **Reference** **York £22000 14/02/2023 NJR13467 DESCRIPTION Client Services Administrator Location: York **Salary**: £22,000 Our client who specialises in independent financial advice with emphasis on convenience and simplicity are now looking to recruit a Client Services Administrator to join their team in York...

Our client, a successful financial planning company based in York, is seeking to hire an IFA Administrator/ Trainee Paraplanner to join their established and expanding team on a long-term basis.If you're a Financial Services professional, you'll be part of a company with a remarkable employee retention rate, a reflection of an exceptional work environment,...