Financial planner Work, Jobs in Harrogate, Nyk (with Salaries)

Experienced Financial Services Administrator
Budge and Company —Harrogate
- Full-time
- Financial services
- Communication skills
- Free parking
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- CRM software
- Maths
- Mentoring
- Employee assistance programme
- Referral programme
Quick apply
Paraplanner
Redmayne Bentley —Leeds
- £40,000 - £50,000 a year
- Full-time
- Communication skills
Paraplanner
BBT Group —Wakefield
- Microsoft Word
- Computer literacy
Holistic Financial Adviser
Partnership Recruitment —Leeds
- Hybrid work
- Business development
- Work from home
- Flexible schedule
Paraplanner
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Powerpoint
- Microsoft Word
- Communication skills
- Referral programme

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Experienced Financial Services Administrator

Budge and Company
Harrogate

Apply Now

Job details

Full-time

Benefits

Free parking
Company pension

Qualifications

Investment
Pension
Financial services
Communication skills

Full job description

To apply please e-mail your CV to [email protected] together with salary expectations.

The Role

Key Duties

We are seeking a Financial Services Administrator with at least 2 years’ experience working within the Financial Services industry, ideally, in a similar role within an IFA / Financial Advisory environment.

We are looking for someone with good communication and numeracy skills, coupled with knowledge of Investment products, pensions, Investments, SIPPs and SSAS’s.

You would be working as part of a team, supporting the Advisers and Financial Planners by liaising with policy providers, updating and maintaining client records and processing new business applications, fund switches, income and withdrawal requests and monitoring the process through to completion.

Experience and knowledge of dealing would also be an advantage.

Experience of using Xplan as a back-office tool would be an advantage but not essential.

Full or Part Time

Salary negotiable depending on experience

we offer:

27 days holiday per annum plus statutory holidays
Pension contribution
2 x DIS
Free parking

Apply Now

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financial planner jobs in harrogate, nyk

Experienced Financial Services Administrator

Financial Planning Administrator

Paraplanner

Paraplanner

Holistic Financial Adviser

Paraplanner

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