Administrative Assistant to Advisors

3 weeks ago


Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full time
About the Role

As 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 experience working in a similar role, preferably with client management systems like Intelliflo or First.



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