Investment Operations Administrator

We are seeking a highly organized and detail-oriented Investment Services Assistant to join our team. As an Investment Services Assistant, you will be responsible for providing administrative support to our Financial Advisers, ensuring accurate and timely completion of tasks.Your key duties will include updating client and plan information, requesting plan...

Working within our Business Support team in Harrogate, alongside the wider operations team, you will be integral to the provision of our discretionary asset management services to advisers/clients. Supporting with regular operational and administrative tasks, dealing with adviser queries, and ensuring strong service standards are...

Job DescriptionWe are seeking a highly skilled Investment Research Specialist to join our team in Harrogate, North Yorkshire. As an Investment Research Specialist, you will be responsible for acting as an initial point of contact between consultants, clients, and product providers.Your key responsibilities will include preparing for client meetings,...

My client, a leading Investment Management & Financial Planning firm based in Harrogate, provides sound Financial Advice and Wealth Management including Investments, Pensions, and Retirement Planning.We are urgently seeking an experienced Administrative Support Professional to join the team on a 9-month Maternity cover contract. As a key member of our...

As an Administrative Operations Manager at SGS Care Ltd, you will play a key role in maintaining our CRM systems, supporting the recruitment process, and performing general office duties. You will also be responsible for learning and implementing new software and tools to improve our operations.We are seeking a highly skilled and proactive individual with a...

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...

**IFA Administrator** **Harrogate** **£24,000 - £28,000 plus benefits** An excellent opportunity has arisen for an experienced Financial Planning Administrator to join an expanding Financial Services practice, who provide a customer centric and personalised service to their clients. Key Responsibilities: - Knowledge on Investments and Pensions -...

We have an exciting opportunity for an Administrator to carry out administration tasks on behalf of the Sales team. Ensuring all tasks are carried out accurately and efficiently within the timescale agreed by the business and working closely with the sales team providing excellent levels of customer service, strong verbal and written communication skills are...

We have an exciting opportunity for an Administrator to carry out administration tasks on behalf of the Sales team. Ensuring all tasks are carried out accurately and efficiently within the timescale agreed by the business. and working closely with the sales team providing excellent levels of customer service, strong verbal and written communication skills...

to-day support of the Executive Assistant and HR/Facilities Manager.This is a growing business and an exciting business to work for. They invest into their employees with full trainingand development. **Main duties** - Administration of employee HR files and documentation to include onboarding/offboarding of employees, offer letters, inductions and employee...

The opportunity for a Financial Planning Administrator to join a leading Financial Services Practice which provides a highly personalised financial planning and investment management service. **Key Responsibilities** - Administration of Group Schemes for Group Life, PHI, GPP, and PMI. - Dealing with all aspects of running schemes, including writing to new...

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...

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...

**Accounts Office Administrator (Part-time, 20 hours)**Harrogate, North Yorkshire (Commutable from: Leeds, York, Bradford)**£24,000 Pro Rata + Training + Progression + Pension** Are you an experienced administrator looking to join a rapidly expanding company offering specialist training and excellent progression opportunities? On offer is an exciting...

**Season your career as an Administrator** We're recruiting an experienced Administrator who is friendly, adaptable and can confidently manage general administrative duties for Compass Group UK&I on a full time basis, contracted to 37 hours per week. You'll be responsible for ensuring our offices run smoothly and efficiently and will be given every...

**What you'll be doing**: Season your career as an Administrator We're recruiting an experienced Administrator who is friendly, adaptable and can confidently manage general administrative duties for Compass Group UK&I on a full time basis, contracted to 37.5 hours per week. You'll be responsible for ensuring our offices run smoothly and efficiently and will...

About the RoleAs a Support Role for Financial Planners, you will be responsible for providing administrative support to our team of Financial Planners/Advisers. This includes processing and completing the setup of new investments and policies for clients, managing online fund switches, and maintaining the back-office system.The ideal candidate will have...

Job Title:Financial Planning AdministratorAbout the Role:We are seeking an experienced Paraplanner to join our team at Lime Search & Select Ltd. As a Financial Planning Administrator, you will provide administrative support in the preparation of non-client facing documentation and write reports as directed.Key Responsibilities:Preparing and administering...

Lime People Search & Select Ltd is currently seeking an accomplished Financial Planning Administrator to fill a 9-month maternity cover position. The successful candidate will be responsible for:Job SummaryManaging daily queries from company, client and third-party sources, providing exceptional customer service.Effectively maintaining accurate records...

to-day support of the Executive Assistant and HR/Facilities Manager. You will be responsible also for supporting the full senior Management team as and when required. This is a growing business and an exciting business to work for. They invest into their employees with full training and development. **Main duties** - Day to day administration and assistance...