Financial planning client administration team Work, Jobs in Tadcaster, Nyk (with Salaries)

Wealth Management Administrator - Hybrid
Argentis Group Limited —Harrogate
- Full-time
- Hybrid work
- Customer service
- Financial services
- Communication skills
- Employee discount
Quick apply
6d
Contract Support Administrator
Wates —Bradford
- Hybrid work
- Microsoft Office
- Contracts
- Communication skills
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Financial Administrator
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Will Writing & Estate Planning Advisor - | Full Training |
Westminster Law ltd —Wakefield
- £49,500 a year
- Full-time
- Hybrid work
- Google Suite
- Sales
- Microsoft Office
- Work from home
Quick apply
Sales Director - Asset Management (New Business)
UST —Leeds
- Sales
- Master's degree
- Business development
Quick apply
Senior Project Manager
BAM UK & Ireland —Leeds
- Monday to Friday
- Management
- Engineering
- Project management
Transformation Partner
Oakdale Group —Harrogate
- £55,000 - £55,001 a year
- Hybrid work
- No degree
- Patient care
- Organisational skills
- Annual leave
- Employee discount
Quick apply
6d
Independent Financial Advisor
Clarity Wealth Limited —Leeds
- £60,000 - £100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- IT
- Financial services
- Free parking
- Employee discount
Quick apply
International Trade Manager
PK Saudi Trade Solutions Ltd —Leeds
- £45,000 - £60,000 a year
- Full-time
- Supervising experience
- Bachelor's degree
- In-person
- Language training provided
Quick apply
11d
Healthcare Solutions Manager
MedoNext Healthcare Solutions Ltd. —Leeds
- £46,000 - £62,000 a year
- Full-time
- Management
- Supervising experience
- Bachelor's degree
- Health & wellbeing programme
- Language training provided
Quick apply
6d
Project Manager
Mott MacDonald —Leeds
- Part-time
- Hybrid work
- Microsoft Powerpoint
- Project management
- Presentation skills
- Employee discount
Administrator
Bupa —Horsforth
- £16,740 a year
- Part-time
- Hospitality
- Customer service
- Microsoft Office
- Employee discount
- Gym membership
Quick apply
Infrastructure Services Manager
Riego Infrastructure Services Ltd —Leeds
- £45,000 - £71,000 a year
- Full-time
- Supervising experience
- Bachelor's degree
- In-person
- Referral programme
Quick apply
15h
Head of Commercial
Lanes Group —Bradford
- Full-time
- Hybrid work
- Civil engineering
- Business development
- Contracts
Quick apply
3d
Private Client Compliance Trust Tax Manager/Senior Manager
AAB —Leeds
- Hybrid work
- Microsoft Excel
- Leadership
- Tax experience
- Annual leave
- Employee assistance programme
Partner - Wills, Probate, Tax & Trusts
Flint Bishop —York
- Full-time
- Business development
- Communication skills
- Tax experience
- Employee discount
- Life insurance
Quick apply
Day Care Manager
Leeds City Council —Leeds
- £38,220 - £40,777 a year
- Full-time
- Supervising experience
- Communication skills
- School
- Annual leave
6d
Senior Associate - Wills, Probate, Tax & Trusts
Flint Bishop —York
- Full-time
- Business development
- Communication skills
- Tax experience
- Employee discount
- Life insurance
Quick apply
Delivery Lead, Euston
Arcavia Consulting —Leeds
- English
- Analysis skills
- Project management

I want to receive the latest job alerts for financial planning client administration team in tadcaster, nyk

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Wealth Management Administrator - Hybrid

Argentis Group Limited
Harrogate

Quick apply

Job details

Full-time
6 days ago

Benefits

Private medical insurance
Employee discount

Qualifications

Financial planning
Customer service
Financial services
Communication skills

Full job description

Looking for a role where you can focus on what you do best administration?

Do you genuinely enjoy admin, deliver high-quality work, and provide excellent client support?

If you enjoy working with documents and systems, take pride in accuracy, and like to keep things organised and on track, this job could be a great fit.

If youre able to roll your sleeves up and get things done, whilst providing a professional and helpful service to both clients and colleagues, then wed love to hear from you.

Where do you fit in?

In this hands-on admin role, youll support our Harrogate Team of Advisors by ensuring that client administration and our annual review processes run smoothly and efficiently.

Using your previous financial services experience, youll be at the heart of our mission to provide exceptional service. Youll support preparing review packs and ensure that our records are kept accurate and updated. Youll liaise with policy providers, and be a compliance champion, as we are a regulated industry. Youll help clients with queries, ensuring we provide a first-class service.

Whats in it for you?

A competitive salary + benefits including private medical insurance, paid birthday leave, and a staff discount platform giving you money off a wide range of goods and days out
A busy and varied, role where youll always have plenty to do and lots of opportunities to learn
Youll be joining a growing team in a friendly business

What do you need to be successful?

Financial Services / Financial Planning admin experience is a must, please, along with excellent communication and customer service skills, and a willingness to learn
Accuracy and the ability to meet deadlines effective at organising and prioritising your workload. Youll be adaptable, friendly, and helpful
Youll be positive, good with people, and technology & system savvy

We work 35 hours per week, Monday to Friday. Youll be based from our Harrogate office.

Following successful completion of your training period, hybrid working is available, with three days at our office and two days working from home.

Who are Argentis Wealth Management? What do we do?

This position is with Argentis Wealth Management - an Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by Argentis Group Ltd. We have one mission at our core: giving our clients confidence in their finances. We offer a broad range of wealth management and financial planning services to our clients, ranging from large scale investors and companies to individuals and small businesses.

Were looking for talented people to join our teams, to help us achieve our goals and build for the future.

We are committed to equality of opportunity for all; we care passionately about our staff and are committed to promoting and protecting the physical and mental health of all our employees.

Quick apply

Refine Your Search

financial planning client administration team jobs in tadcaster, nyk

Wealth Management Administrator - Hybrid

Contract Support Administrator

Financial Planning Administrator

Financial Administrator

Will Writing & Estate Planning Advisor - | Full Training |

Sales Director - Asset Management (New Business)

Senior Project Manager

Transformation Partner

Independent Financial Advisor

International Trade Manager

Healthcare Solutions Manager

Project Manager

Administrator

Infrastructure Services Manager

Head of Commercial

Private Client Compliance Trust Tax Manager/Senior Manager

Partner - Wills, Probate, Tax & Trusts

Day Care Manager

Senior Associate - Wills, Probate, Tax & Trusts

Delivery Lead, Euston

I want to receive the latest job alerts for financial planning client administration team in tadcaster, nyk

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected