Administrative Support for Independent Financial Planners

1 week ago


Halifax, Calderdale, United Kingdom Medlock Partners Full time
About the Role

This is an excellent opportunity to work with a professional services recruitment specialist operating across the Northwest of England.

As a Receptionist and Administrative Support role, you will be dealing with client/provider queries over the phone and via email, managing post, maintaining client records, and covering reception duties.

  • Understand internal compliance procedures and 3rd party provider requirements.
  • Dealing with third-party suppliers and greeting clients.

We offer employee benefits, including Death in Service 5% Pension Yulife Employee benefits package.

Salary up to £28,000 (experience-dependent).



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