You will be responsible for providing full administrative support to a team of Financial Planners / Advisers.
We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover.
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.
This highly regarded law firm is seeking an experienced Conveyancing Assistant to work as part of their Conveyancing team based in Harrogate, this is a busy and varied role where you will be responsible for providing secretarial and administrative assistance as directed by the conveyancer.
This is an exciting opportunity to join a growing law firm based in Harrogate.
The successful applicant will have experience of working in Residential Conveyancing and have the ability to work on their own initiative.
To join their friendly, close knit team, on a permanent full-time basis.
We are working with an established Chartered Certified Accountancy firm based in Harrogate with an excellent reputation across the local area, built upon providing a personal tailored service to all of their loyal clients.
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.
Providing administrative support in the preparation of non-client facing documentation, in relation to the preparation and administration of financial plans or reports.
We are seeking an experienced Paraplanner to join the exiting Paraplanning and Administrative teams, specifically you will be responsible for:
My client is an Independent Financial Advisory firm based in Harrogate providing Financial Advice to both individuals and businesses surrounding Pensions, Investments, Retirement Planning, Tax, Trusts and Life & Health Insurance.
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.