Maternity Cover for Financial Planner Administrator

Lime Search & Select Ltd is looking for a skilled Administrative Support Specialist to join their team. As a Financial Planning Administrator, you will play a crucial role in supporting our Financial Planners during a 9-month maternity cover period.Key Tasks:Set up new investments and policies for clients, ensuring accurate and efficient processing.Manage...

We are looking for an experienced Financial Planning Administrator to work on a 9-month maternity cover basis. Key duties will include:Main ResponsibilitiesDeal with various queries from company, client and third-party sources, providing top-notch support.Ensure that records are accurately maintained within the back-office system for optimal data...

Our client, a leading Investment Management and Financial Planning firm in Harrogate, is seeking an experienced Financial Planning Administrator to provide full administrative support to their team of Financial Planners/Advisers.The successful candidate will have 1-3+ years of experience working in a similar role, with expertise in Client Management systems...

In this exciting opportunity, we are seeking an exceptional Financial Services Coordinator to collaborate closely with our Financial Planners. As a key member of our team, you will be responsible for handling various administrative tasks throughout a 9-month maternity cover period.Main Responsibilities:Coordinate the setup of new investments and policies for...

Austin Fraser's client, a renowned Investment Management and Financial Planning firm, requires a skilled Financial Planning Administrator to support their team during a period of maternity leave.The ideal candidate will possess 1-3+ years of experience in a similar position, with proficiency in Client Management systems like Intelliflo/First and knowledge of...

We are seeking an experienced Financial Planning Assistant to provide administrative support to our Financial Planners. This 9-month maternity cover role will involve updating notes on our back-office system, setting up new investments and policies for clients.Main Responsibilities:Process and complete setup of new investments and policies for clients,...

Job Description:We are seeking an experienced Financial Administrator to join our Finance team in Harrogate, working 25 hours a week, Monday to Friday. The successful candidate will be responsible for managing accounts and providing administrative support.Key Responsibilities:Manage accounts and provide administrative support to the Universal Client...

Job OverviewWe are seeking a skilled and experienced Senior Financial Planner Assistant to join our team at IDEX Consulting Ltd in Harrogate.This is an exciting opportunity for a highly motivated individual to work closely with our Financial Planners and contribute to the success of our advisory group.

About the Role:We are proud to be supporting a leading national wealth management and financial planning firm in their continued expansion plans. The successful candidate will join their busy team as a Paraplanner, responsible for delivering a first-class service to clients and assisting Financial Planners with full research and suitability report writing...

Homes for Students Careers is a leading provider of student accommodation in the UK.We are seeking an experienced Financial Administrator to join our Finance team at Harrogate, working 25 hours per week, Monday to Friday. The successful candidate will provide administrative support to the Universal Client Team, serving as the primary contact for staff...

Job DescriptionWe are proud to be supporting a leading, national wealth management and financial planning firm with continued expansion plans.Candidates will be responsible for providing a first-class service to clients and supporting Financial Planners with full research and suitability report writing support. You will liaise with the Financial Planner and...

About the JobWe are looking for a skilled Independent Financial Planner to join our team in Harrogate. This self-employed position offers a high earning potential and the chance to work with a variety of clients.ResponsibilitiesYou will be responsible for providing financial advice and guidance to clients in accordance with our firm's policies and...

**Company Overview**Lime Search & Select Ltd is a leading Investment Management and Financial Planning firm based in Harrogate, providing sound financial advice and wealth management services.We are seeking an experienced Financial Planning Administrator to join our team on a 9-month maternity cover contract.

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...

OverviewWe are seeking a Student Accommodation Financial Administrator to join our team at Homes for Students. This is a part-time role working 25 hours per week, with a competitive salary of £22,000 - £26,000 per annum.The successful candidate will be responsible for providing administrative support to the finance team, including maintaining work orders,...

Job OverviewHomes for Students is a leading student accommodation and facilities management contractor with an expanding national presence.We are looking for a highly skilled Senior Management Accountant to join our team. The ideal candidate will have a strong background in financial planning and analysis, with excellent communication and problem-solving...

About the RoleThe Finance Officer is a crucial member of our team, reporting to the Chief Officer and working closely with the Fundraising Manager and other staff. The primary responsibility is to maintain accurate and timely transactional financial records for our charity.This involves ensuring compliance with relevant legislation and charity policies, as...

Job DescriptionThe Financial Administrator role at Logic Recruiting involves managing payroll and providing administrative support to the payroll team. Key responsibilities include:Processing payroll accurately and on time.Providing administrative support to the payroll team.Maintaining accurate records and reports.RequirementsTo be successful in this role,...

**Required Skills and Qualifications**The ideal candidate will have 1-3+ years of experience working in a similar role, with knowledge of client management systems such as Intelliflo/First. Experience working with online platforms like AEGON, Transact, or AJ Bell is also advantageous.

Harrogate-based Paraplanning PositionAnnual salary: £40,000 + potential bonuses Balance between remote and office work IDEX Consulting Ltd seeks a skilled Paraplanner to enhance their Harrogate operations. A paraprofessional joining our highly accomplished team gains exposure to ambitious growth strategies in the Advisory sector.This senior-level position...