Administrator - Financial Planning
3 days ago
This Financial Services Administrator position is ideal for current administrators working within financial services who want to take their career to the next level. You will be providing administrative support to our team of Financial Advisors, who deliver comprehensive financial planning solutions to clients.
Key ResponsibilitiesYour duties will include:
- Providing administrative support
- Processing new business
- Obtaining illustrations and valuations
- Managing client queries
- Maintaining accurate records
- Preparing documents for suitability reports
To succeed in this role, you should have experience as an administrator within financial services. Ideally, you should have good knowledge of financial planning processes, products, and how a financial advisor operates.
You must be motivated by the prospect of joining a growing business and the exciting opportunities that come with it.
BenefitsWe offer a competitive salary of £26,000 - £32,000, plus company benefits including 4x discretionary income, private medical insurance, group income protection, employee assistance programme, medicash, 5% pension contribution, discretionary bonus, and 28 days holiday + bank holidays, rising to 30 days.
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Planning Administration Assistant
1 month ago
Northallerton, North Yorkshire, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionThis is an exciting opportunity for an experienced Administrative Support Specialist to join a dynamic team in Northallerton. The ideal candidate will have experience as an Administrator within a financial services context and a good knowledge of financial planning processes, products and how a Financial Advisor operates.You will be...
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Financial Planning Coordinator
3 days ago
Northallerton, North Yorkshire, United Kingdom Premier Jobs UK Limited Full time**Job Overview:**This role is ideal for current administrators working within financial services who are keen to join a growing company with exciting plans ahead.You would be providing financial planning administration support to a team of financial advisors, who provide holistic financial planning to clients. The company values the role you play and...
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Financial Planning Assistant
2 weeks ago
Northallerton, North Yorkshire, United Kingdom Premier Jobs UK Limited Full timeJob Title: Financial Planning AssistantThis role offers a unique opportunity to provide administrative support to Financial Advisors who deliver holistic financial solutions to clients.You will be responsible for maintaining accurate records and databases, communicating effectively with clients and colleagues, and providing administrative support to...
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Financial Planning Support Specialist
1 week ago
Northallerton, North Yorkshire, United Kingdom Premier Jobs UK Limited Full timeThe role of a Financial Services Administrator is ideal for current Administrators working within Financial Services looking to join a growing company with exciting plans ahead.About the JobAs a key member of the team, you will provide financial planning administration support to a team of Financial Advisors who deliver holistic financial planning to...
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Financial Services Administrator Role
3 days ago
Northallerton, North Yorkshire, United Kingdom Premier Jobs UK Limited Full timeThis hybrid, Financial Services Administrator job in Northallerton offers a unique opportunity for current Administrators working within Financial Services to join a growing company with exciting plans ahead.As a key member of the team, you would provide financial planning administration support to our team of Financial Advisors who deliver holistic...
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Financial Planning Support Specialist
2 weeks ago
Northallerton, North Yorkshire, United Kingdom Premier Jobs UK Full timeAre 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...
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Hybrid Administrator Role in Financial Services
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Northallerton, North Yorkshire, United Kingdom Premier Jobs UK Limited Full timeJob Title: Hybrid Administrator Role in Financial ServicesThis hybrid administrator role in financial services is ideal for individuals seeking a growing company with exciting plans.In this role, you will provide financial planning administration support to Financial Advisors, who deliver holistic financial solutions to clients.The business values the role...
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Northallerton, North Yorkshire, United Kingdom Premier Jobs UK Limited Full timeAbout the JobThis Financial Services Administrator role is perfect for individuals who want to work in a dynamic and growing company. You will be responsible for providing administrative support to our team of Financial Advisors, who deliver bespoke financial planning solutions to clients.ResponsibilitiesYour key responsibilities will include:Administering...
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Administrative Assistant
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Office Administrator
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Northallerton, North Yorkshire, United Kingdom Premier Jobs UK Limited Full time**Job Description:**We are seeking an experienced administrator to join our team as a financial services operations assistant. As a key member of our operations team, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth delivery of our services to clients.The ideal candidate will have a strong background...
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Financial Services Support Specialist
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Northallerton, North Yorkshire, United Kingdom Premier Jobs UK Limited Full timeJob OverviewWe are seeking an experienced Financial Services Administrator to join our team in Northallerton. This is a fantastic opportunity for individuals who have a passion for financial services and want to be part of a growing company with exciting plans ahead.About the RoleThis hybrid role will provide administrative support to our team of Financial...
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Financial Services Coordinator
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Northallerton, North Yorkshire, United Kingdom Premier Jobs UK Limited Full timeCompany OverviewThis rapidly growing, dynamic company is a leading player in the financial services industry. With a strong focus on innovation and customer satisfaction, they are seeking an experienced Financial Services Administrator to join their team.The business has a strong presence in Northallerton, with exciting plans for expansion and growth. They...
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Financial Operations Coordinator
1 week ago
Northallerton, North Yorkshire, United Kingdom Premier Jobs UK Full timeRole Overview:This is an exciting opportunity to join our Financial Operations team as a Financial Operations Coordinator.In this role, you will provide administrative support to our Financial Advisors, ensuring the efficient delivery of financial planning services to clients.Key Tasks:Process and chase new business opportunitiesObtain illustrations,...
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Financial Director
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Northallerton, North Yorkshire, United Kingdom North Yorkshire Fire & Rescue Full timeJob SummaryWe are seeking an experienced Financial Director to lead our team of Accountants and Finance staff. This role involves providing leadership and direction to ensure a high-quality finance service is provided to colleagues across the service.The ideal candidate will have a Professional Accountancy Qualification, be a member of a professional CCAB...
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Administrative Support Specialist
1 month ago
Northallerton, North Yorkshire, United Kingdom Premier Jobs UK Limited Full timeSalary and BenefitsThe successful candidate will receive a competitive salary of £26,000 - £32,000 per annum, plus a range of benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% pension, discretionary bonus and 28 days holiday + bank holidays, rising up to 30 days.As a valued member of the team, you will...
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Healthcare Administrator
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Northallerton, North Yorkshire, United Kingdom NHS Full timeWe are currently seeking an experienced Healthcare Administrator to join our team in Cardiology. As a key member of our secretarial and administration team, you will be responsible for providing administrative support to consultants and junior medical staff, managing outpatient clinic arrangements, and maintaining accurate records using Patient...