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Financial Planning Administrator - Harrogate

Tempest Jones
Job LocationHarrogate
EducationNot Mentioned
Salary22,000 - 28,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

The offeringAn exciting new opportunity has arisen for a Financial Planning Administrator to join a successful Wealth Management practice based in Harrogate.The successful candidate will become part of a very welcoming and supportive company with a flexible working environment.A competitive salary and benefits package will be on offer along with financial support towards industry exams, if that is something you wish to pursue. This wont be enforced though.For candidates who wish move into paraplanning or financial advice further in their career, there will be opportunity to do this within this growing business.AccountabilitiesThe role will involve providing full administrative support to financial planners who give advice on pensions, investments and protection to both individuals and business owners.

  • You will be heavily involved in obtaining illustrations and valuations on existing business.
  • Processing work in line with the required timescales and compliance guidelines.
  • Client contact will be part of the role, answering client enquiries via telephone and on email, resolving queries and problems in a highly professional and helpful manner.
  • Allocation of funds and actioning switches and amendments on various provider platforms.
  • Creating review packs for advisers in advance of client meetings.
  • Document preparation, scanning documents and data input as required.
  • Diary management and other ad hoc tasks as required by the advisers.
To be considered for this role, you will be a strong administrator with ideally a background working within financial services. A keen eye for detail and accuracy along with an organised approach is essential as are excellent communication skills both verbaland written.To applyFor further information or to apply, please send your CV to jenny @ tempestjones . comNB: The top end of the salary banding is for highly experienced candidates.

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