Posted by IDEX Consulting Ltd • £26K/yr to £32K/yr
Duties include
Working closely with Financial Advisors to offer pro-active support.
General
IDEX Consulting are working with a leading Financial Advisory business, demonstrating significant growth across the UK.
Currently, they require an IFA Administrator to join their team due to an internal progression of an existing team member who has recently joined the Paraplanning team.
The Company: Expanding IFA firm based in Central Harrogate looking to add an experienced, private wealth focused Financial Planning Assistant/Paraplanner to their back-office support team:
The chosen candidate will oversee a broad spectrum of administrative and executive support tasks, ensuring the smooth functioning of the director's offices.
A fantastic opportunity is now open for a highly organised and proactive Administrator to become part of a small, friendly team on a part-time basis.
This position demands exceptional organisational abilities, meticulous attention to detail, and the capacity to manage confidential information discreetly.