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Lime People Search & Select Ltd
Harrogate
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 Administr
Job Source: Lime People Search & Select LtdLime People Search & Select Ltd
Harrogate
My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning. We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover. You will be resp
Job Source: Lime People Search & Select LtdLime People Search & Select Ltd
Harrogate
My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning. We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover. You will be res
Job Source: Lime People Search & Select LtdNJR Recruitment
Leeds
NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced financial services administrator join their team in Leeds. Working within a busy team environment that specialises in providing client centric advice on a range of pensions, investments, trusts and tax prod
Job Source: NJR RecruitmentNJR Recruitment
Leeds
Financial Planning Administrator Leeds £22,000 - £25,000 NJR Recruitment are delighted to be once again recruiting for a well established company based on the outskirts of Leeds who are looking for an administrator to join their expanding wealth management support team. Working within a friendly team, you will be providing day to day admin support
Job Source: NJR RecruitmentNJR Recruitment
Wakefield
Financial Planning Administrator Wakefield £22,000 - £25,000 NJR Recruitment is currently working with a leading Wealth Management Company, who provides holistic wealth management advice to clients based across the UK. Due to their continued growth are now looking for a pro-active and driven IFA Administrator to join their team based in Wakefield
Job Source: NJR RecruitmentMarmion
Harrogate
We’re searching for a highly organised and confident individual to join a growing scheduling team based in Knaresborough . We’re looking for candidates with excellent telephone manner and ideally, prior experience within an administrative role. Key Benefits: Up to £25,000 pa , dependant on experience Excellent Training and Development Opportunitie
Job Source: MarmionCB3 Associates Ltd
Huddersfield
The Company: Nationally renowned IFA firm with a site in central Huddersfield looking to add a Financial Planning Assistant in a hybrid Admin/Paraplanner type role, which will quickly develop into a pure paraplanning remit: Office Location: Central Huddersfield Hybrid/Home Working: Office-based during probation, with flex to work 3-days office/2
Job Source: CB3 Associates LtdLeeds
Senior Financial Planning Administrator
Leeds
NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced financial services administrator join their growing team in Leeds City Centre Working within a busy team environment that specialises in providing client centric advice on a range of pensions, investments, trusts and tax products, the successful candidate will be providing support to the financial advisers across the business
What's in it for you?
Great Salary 25 Days holiday + Bank Holidays Quarterly Bonus AND Annual Bonu
Company Pension
Monthly Well Being bonus
Private Medical Insurance
Travel Insurance
Flexible Hours Full Study Support and Career Development Duties will include:
Ensuring that the CRM system is fully updated.
To support the Adviser by dealing effectively with the day-to-day administration.
Processing new applications Speaking with product providers General office administration Involvement in client entertainment events.
Producing analysis using FE Analytics to compliment client reports
What we need from you?
Previous experience in a similar role is essential Ideally a 2:1 or above in a finance related degree, e.g Economics
You will have excellent knowledge of Microsoft Excel, Word, and Outlook Solid communication skills and a good telephone manner
Good attention to detail and an analytical mind For more information, please contact NJR Recruitment quoting NJR14335
Senior Financial Planning Administrator jobs in Leeds
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