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 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.
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.
Documenting of current processes and activities using structured techniques.
Employer Description
Link Scheme Ltd is the operator of the LINK system as set out in the Financial Services (Banking Reform) Act 2013.
It works with the Payments Systems Regulator (PSR) to achieve its core objectives of promoting innovation and competition in LINK and furthering the interests of people and businesses that use LINK.
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 seeking a skilled Group Financial Controller to oversee the full accounting function for our client's diverse group of entities.
Are you an experienced and qualified accountant looking for a dynamic role in a growing, investor-backed business?
Day to day you will maintain accurate accounting records while managing month-end and year-end processes, oversee cash flow management, payments, and intercompany recharges, ensuring statutory compliance for VAT.
By joining us you can look forward to a choice of flexible Bank shifts across any of our client Trusts in England, as well as the ability to develop professionally and gain experience in several wards or areas.
Pay Rates: £24 - £33
Trust Location: Harrogate and District NHS Foundation Trust