Financial Planning Support Specialist

4 days ago


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

We are seeking a highly skilled Part-Time Finance Administrator to join our client, a leading Investment Management and Financial Planning firm in Harrogate.

The ideal candidate will have previous experience in payment processing and transfers within the General Finance sector. Knowledge of banking platforms such as HSBC.net or Barclays.net would be advantageous.

This is an excellent opportunity for those looking to develop their skills in a fast-paced financial environment. If you have a passion for finance and administration, we encourage you to apply.

As a Part-Time Finance Administrator, you will be responsible for assisting with the smooth running of the cash department and its processes. This includes:

  • Client Money Calculation
  • Check HSBC Net – allocate cash received
  • Auto Settlement
  • Market Maker Payments & Receipts
  • Income Payment Routine
  • Standing Order Routine
  • Setting up Standing Orders & Income Payments
  • Daily Payments BACS, CHAPS & Cheques
  • Posting POOL Cheques – Client & Transfers In
  • Posting ISA Cheques – Transfers In
  • Posting Commission Cheques/BACS
  • Posting Adhoc Fees
  • Re-Credit Fees
  • Posting CFPL Adhoc Fees
  • Cancelling Cheques
  • Processing Tax / Probate Invoices
  • Dividend Processing
  • Crest Cash Dividends
  • ISA Subscriptions / Withdrawals
  • Posting Events
  • Banking
  • Ad-Hoc Cash Statements
  • End of Day Procedure: Check RQQ1 / RQQ, Negative Balances Movement, Redmayne Bentley Check, Daily Commission Transfer

We offer a competitive salary of £25,000 per annum, plus benefits. If you are a motivated and detail-oriented individual, please submit your application.



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