Financial Services Administrator
£20,000 - £25,000 (potentially more for ideal candidate) plus various company benefits, free parking. bonus, exam support, training
Well respected Independent Financial Advisor firm based in Harrogate are looking to add an experienced administrator to their team.
This role will incorporate all aspects of administrative support including:
- Submitting new business across Investments, Pensions, Life products onto back office system
- Liaising with product providers
- Preparing client portfolio valuations
- Dealing with long standing clients professionally to provide a first class service
- Undertaking ad-hoc projects
To apply you MUST HAVE financial services experience and be able to demonstrate knowledge and skills within this field. You must have supported regulated financial advisors and be organised, self-motivated and keen to develop. Full training will be provided alongside exam support.
You will work in fantastic, modern offices that really have the wow factor and are part of the client experience. There is free on site parking and the offices are easy to get to by car, train or bus.
This is truly a fantastic opportunity to work for one of the leading Financial Planners in the region so please don't hesitate to contact me for further information or apply.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.