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  • Location:

    York

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:

    £22000 - £28000 per annum + benefits, exam support, training, parking

  • Contact:

    David Elders

  • Contact email:

    david.elders@search.co.uk

  • Job ref:

    BBBH89581_1655992519

  • Expiry date:

    2022-07-23

  • Start date:

    ASAP

  • Consultant:

    David Elders

Financial Planning Administrator
York (outskirts)
Up to £28,000 + excellent benefits package, bonus, exam support

An Independent Financial Adviser organisation in York are hiring. I require an enthusiastic and experienced Financial Planning Administrator to join this successful office.

Experience in a Financial Services environment is essential and in return you can receive an excellent salary and benefits package including bonus and genuine career progression.

The successful candidate will:

* Have at least 1 years experience carrying out an administration/sales support role within a Financial Services Advice environment.
* Detailed and working knowledge of regulatory requirements.
* Experience and knowledge of investments, pension plans and other financial products.
* Strong IT skills; basic MS Office package.
* Excellent organisational and communication skills.
* Strong numeracy skills.

The main duties of this role include:

* Liaising with clients, fund managers, solicitors and accountants daily.
* Processing and monitoring complex business.
* Completing FCA compliant transactions.
* Obtaining information from fund managers.
* Sending letters of authority.
* Working closely with advisers.

Please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds 308 8041, or connect via LinkedIn.