We would ideally be seeking someone with 1-3 years experience working within an Administrative role within a Financial Advisory or Financial Services firm.
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.
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.
Are you looking to develop your Financial Administration skills by joining a Market Leading Wealth Management Company with an established and successful administration team?
General
Tempest Jones have a fantastic vacancy for a Financial Administrator to join a busy Northallerton Office of this national financial planning firm.
This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team.
Due to growth, a position has become available for an experienced Financial Planning Administrator to join their team.
We are delighted to be working with a well-established wealth management firm specialising in providing holistic financial services to their well established client bank.
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.
As an Administrator, you will play a pivotal role in assisting the sales team in achieving their goals by providing administrative and operational support throughout the sales process.
General
Due to a period of growth for the business our Harrogate based client are on the lookout for Administrators to join their expanding on a full-time permanent basis.
Swift Placements are delighted to be working with a leading car finance company based in Harrogate who are dedicated to providing accessible and affordable financing solutions to individuals seeking to purchase vehicles.
Central Employment is delighted to announce a fantastic opportunity for a motivated and detail-oriented Administrator to join our client's growing team in Middlesbrough.
Our client, a bespoke sales company, is seeking an enthusiastic individual for a role that starts as temporary but has the potential to become permanent.
This role offers a pathway to a long-term career within a dynamic and supportive work environment.
You will ideally have a 1-2 years of Office Administration experience, ideally within the Financial Services industry.
We are seeking a Junior / Apprentice Investment / 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.
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs.
The Client Services Administrator supports our Client Services team in day-to-day administration and customer telephone contact, and reports into the Client Services Director.
For the Client Services Team, the role supports across different areas as required including customer communication via email and telephone to ensure that all documentation, such as finance documents, proofs of identification, order and delivery updates, are managed in a timely and professional manner, maintaining our high customer experience ethos.
The role works closely with the sales team, gaining a commercial insight into an online business.
Our client is very well established organisation based in York who has achieved significant success in recent years with very strong organic growth, and are now looking to recruit a Pensions Administrator to join their existing business team.
This is a fantastic opportunity for someone looking for their next career step.
You will be joining a reputable business with genuine career progression, competitive basic salary and market leading benefits, such as Private health insurance, Share incentives, Death in service and Cycle to work scheme!