Administrative Assistant

5 days ago


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

Job Description:

We are seeking an experienced Administrative Assistant to join our Financial Services team in Northallerton.

As a key member of the team, you will provide administrative support to our Financial Advisors, ensuring the smooth delivery of holistic financial planning services to clients.

Responsibilities:

  • Chase new business leads and obtain necessary documentation
  • Provide accurate and timely information to clients and internal stakeholders
  • Update and maintain our back office system to ensure accuracy and efficiency
  • Prepare documents and reports for suitability assessments
  • Liaise with clients and providers to resolve queries and issues

The company offers a competitive salary and opportunities for career progression in areas such as paraplanning, advice, compliance, or management.

Salary: £30,000 per annum, dependent on experience.



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