Financial Planning Support Specialist

24 hours ago


Northallerton, North Yorkshire, United Kingdom Premier Jobs UK Full time

Are you looking for a role where you can utilise your administrative skills to support the growth of a successful company?

Premier Jobs UK is seeking an experienced Financial Services Administrator to join their team in Northallerton.

In this role, you will provide vital support to the Financial Advisors by processing and chasing new business, obtaining illustrations and valuations, and answering client queries.

You will also be responsible for updating and maintaining information on their back office system and preparing documents for suitability reports.

The salary for this position is estimated to be around £28,000 per annum.

The company offers a competitive salary and benefits package, including opportunities for professional development and career progression.

This role is ideal for individuals who are keen to work in a fast-paced environment and develop their skills in financial planning administration.



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