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 looking for an individual with strong administration skills, extensive experience across Microsoft packages, excellent attention to details with experience of working with external stakeholders.
Based in York, our client works in the sustainability built environment and is one of the leaders at what they do.
Working within an established team you will be working on a variety of projects across multiple clients within the construction and architectural fields.
Our client, an award winning financial planning firm in York are looking to appoint an IFA Administrator/ Trainee Paraplanner to join their experienced and growing team on a permanent basis.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package
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.
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.
Financial Planning Administrator - Northallerton
Are you looking to develop your Financial Administration skills by joining a Market Leading Wealth Management Company with an established and successful administration team?
Bennett and Game Recruitment currently have the pleasure of representing a well-established Town Planning Consultancy based in York, who are seeking an ambitious Principal Town Planner to join the team.
Our client offer wide selection of planning services and advice on a mixture of projects within the residential, strategic land, energy and environmental project across England and Wales.
With 2 offices based throughout the UK, our client has developed a healthy pipeline and a strong cliental.
I am exclusively working with a client who is based close to Melsonby, near Richmond as they require an Administrator to join their team on a full-time and permanent basis.
As the successful candidate, you will have experience within an admin or reception role along with working within a small team.
Your duties will include
Answering all phone calls and directing them to the appropriate member of office staff.
We are seeking an experienced Paraplanner to join the exiting Paraplanning and Administrative teams, specifically you will be responsible for:
Providing administrative support in the preparation of non-client facing documentation, in relation to the preparation and administration of financial plans or reports.
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.
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.