Financial Planning Administrator

My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate. We are urgently seeking an IFA Administrator to join the existing Administrative teams on the Financial Planning side of the business, generally you would be responsible for supporting Financial Advisors of the company in day-to-day Administrative...

We are working with a Financial firm based in Harrogate who are looking to recruit their next Financial Planning Administrator. Our clients are well established and are looking for an experienced Financial Planning Administrator who can join their growing team. **Key Duties and Responsibilities**: - Maintaining client records - Supporting client journey -...

Format and proofread reports, quotes, letters, and minutes - General and project filing - Updating and maintaining administrative systems, e.g. various databases - Support professional staff by undertaking research and collation of information - Liaise with our clients in a confident and professional manner - Deal with incoming and outgoing post - Prepare...

Join to apply for the Financial Adviser role at Ellis Bates Financial Advisers (now Shackleton) in Harrogate. Job Title: Financial Adviser. Reporting to: Regional Manager. Date of Issue: October 2025. Role Objective Deliver a holistic financial planning service to prospective and existing clients, providing personalised solutions designed to deliver their...

**Overview** We are looking for excellent communication and numeracy skills and a good knowledge of investment products, pensions, SIPPs and SSAS's. This position requires strong organisational skills, attention to detail, and the ability to work collaboratively within a team environment. **Responsibilities** - Maintain accurate client records using the...

**Financial Planning Associate - Academy Opportunity** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest -...

**Financial Planning & Analysis** Harrogate (c.3 days in the office and 2 days from home) Due to a promotion, this role has been newly created to lead the FP&A function for the business, taking responsibility for a team of 2-part qualified FP&A Analysts. Reporting into the Head of Finance, this role will plan and deliver the annual budget and long-term...

**Financial Planning Academy - Hybrid** **Are you ready to build a rewarding career in Financial Services? Do you aspire to become a Chartered Financial Planner? Are you looking for a supportive and inclusive company that will champion your development and invest in your professional qualifications?** At Attivo, we’re entering an exciting phase of growth...

Financial Adviser – Wealth Builder Ellis Bates Financial Advisers (now Shackleton) Harrogate Job details Job title: Financial Adviser – Wealth Builder Reporting to: Regional Manager Date of Issue: October 2025 Role Objective Deliver a holistic financial planning service to prospective and existing clients, providing personalised solutions designed to...

A Global business committed to environmental sustainability seek to appoint a Financial Planning & Analysis Lead to join their high performing team. Based in the beautiful town of Harrogate and offering a blend of home and office working, this role presents a great opportunity to join a successful business with a track record of promoting internally. The...