We are urgently seeking an IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
We would ideally be seeking someone with 1-3 years experience working within an Administrative role within a Financial Advisory or Financial Services firm.
My client is a Financial Advisory firm providing Financial Solutions and Financial Advice to both individuals and businesses in the Yorkshire areas.
We are currently supporting a company who are recruiting for a Service Desk Administrator who will assist in managing and coordinating the reactive repair requirements of their clients' properties.
They aim to support independent living for vulnerable adults.
Key Responsibilities/Accountabilities
To be the first point of contact for our clients, either via the Fix Flo Portal, phone, or email.
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 tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate.
Your specific duties will include
Providing full administrative support to a number of Financial Planners.
We are searching for an organised individual with excellent communication skills to join a connected outsourced agency provider as an Order Processing Administrator, based in Harrogate.