Independent financial Work, Jobs in Harrogate, Eng (with Salaries)

Part Time Financial Services Administrator
Spa Wealth Management UK Ltd —Knaresborough
- £13.75 an hour
- Part-time
- Microsoft Office
- Organisational skills
- IT
- Flexitime
- Flexible schedule
Quick apply
2d
Investigator
Lloyds Banking Group —Leeds
- £67,023 - £74,470 a year
- Full-time
- Hybrid work
Independent Financial Advisor
Clarity Wealth Limited —Leeds
- £50,000 - £90,000 a year
- Full-time
- Hybrid work
- Communication skills
- Tax experience
- Free parking
- Employee discount
12d
Independent Travel Agent
The Travel Experts —Leeds
- Part-time
- Remote
Key Account Manager
Corpay —Knaresborough
- Full-time
- Remote
- Sales
- Customer service
- Communication skills
- Life insurance
Business Analyst
Optix —York
- Full-time
- Hybrid work
- Azure
- Continuous improvement
- Software development
- Flexitime
- Work from home
Quick apply
2d
Graduate Trainee Independent Financial Adviser
Clarity Wealth Limited —Leeds
- From £25,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Life insurance
12d
Senior Management Accountant (Part-Time)
Benchmark Capital —Harrogate
- Part-time
- Hybrid work
- Accounting
14d
Finance Officer (Fab Team) x 2
Leeds City Council —Leeds
- £32,061 - £33,699 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Customer service
- Supervising experience
- Annual leave
7d
Business Development Executive
Corpay —Knaresborough
- Full-time
- Hybrid work
- CRM software
- Sales
- Organisational skills
- Life insurance
Paralegal - Employment
DAC Beachcroft —Leeds
- Hybrid work
- Communication skills
Quick apply
Business Support Administrator
JBA Consulting —Skipton
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Microsoft Office
- Free parking
- Flexitime
Quick apply
9d
Graduate Trainee Financial Adviser
Clarity Wealth Limited —Leeds
- £25,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Life insurance
Quick apply
Technical Operations Manager
Benchmark Capital —Harrogate
- Full-time
- Hybrid work
- CRM software
- Microsoft Excel
12d
Fundraising Manager - Yorkshire (maternity cover 12 months)
Henshaws —Knaresborough
- £20.54 an hour
- Call to connect
- Management
- Sales
- Marketing
- Free parking
- Paid training
IFA Administrator
NJR Recruitment —Harrogate
- £28,000 - £33,000 a year
- Organisational skills
- Communication skills
- Office experience
Research & Insights Executive (Entry-Level)
Omnicom Media —Leeds
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
ITAD Sourcing Specialist
Renewtech —Harrogate
- Sales
- IT
- Communication skills
Rapid Response Customer Service Representative
FMG —Huddersfield
- £29,741.59 a year
- Customer service
- Communication skills
- Free parking
- Annual leave
Quick apply
Customer Services Advisor
Halfords —Harrogate
- £11.05 - £12.91 an hour
- Part-time
- Sales
- Customer service
- Employee assistance programme
- Employee discount
5d

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Part Time Financial Services Administrator

Spa Wealth Management UK Ltd
Knaresborough

Quick apply

Job details

Part-time
£13.75 an hour
2 days ago

Benefits

Casual dress
Flexitime
Company pension
Flexible schedule

Qualifications

Financial planning
Pension
Microsoft Office
Organisational skills
IT
Financial services
Communication skills
A Level
Office experience

Full job description

Company description

Friendly and Growing Independent Financial Advisor based in Knaresborough is seeking a cheerful, self-motivated and well organised administrator. Roll will be of particular interest to returnees looking for flexible employment following a career break.

It may also be of interest to experienced retirees looking to re enter the world of work on a flexible part time basis.

We will also consider less experience individuals looking to commence a career in financial services, but please bear in mind the role is part time 16 hours per week.

Job description

Working closely with the owner and with existing Practice Manager
Preparing client packs to a professional standard.
Contacting clients to arrange annual review meetings
Maintain accurate client records and updating internal systems.
Liase with clients, providers and professional contacts by email and telephone.
Gather client information from online providers and platforms.
Helping to ensure that client reviews are completed accurately and on time.
Carry out general office and administration duties as required.

What we offer

Flexible working hours with no fixed daily start or finish times.
Approximately 16 hours per week, worked around your other commitments.
Friendly and supportive working environment.
Opportunity to build a career within financial services.
Professional training and qualification support.
Competitive hourly rate, with higher pay available for candidates bringing significant relevant experience.

What we are looking for

Essential:

Excellent organisational skills and attention to detail.
Strong communication and interpersonal skills.
Good IT skills, including Microsoft Office applications.
Ability to work independently and manage your workload.
Professional, reliable and client-focused approach.

Desirable:

Previous experience in financial services administration.
Experience working in a professional office environment.
Familiarity with pensions, investments or financial planning processes.
Experience of diary management and client relationship management systems.

Training and Development

We are committed to supporting the successful candidate’s professional development.

For candidates who are new to financial services, we will fund the Financial Services Administration Award, a nationally recognised qualification that provides an excellent foundation for a career in the industry.

There will also be opportunities to develop additional skills and responsibilities over time.

Other Requirements.

The job is based in a residential setting in Knaresborough. The owner has a dog. The role would be of particular interest to those candidates who are comfortable being around dogs.

Job Type: Part-time

Pay: £13.75 per hour

Benefits:

Casual dress
Company pension
Flexitime

Application question(s):

Self-sufficient- the ability to work alone for a period of time.

Education:

A-Level or equivalent (preferred)

Experience:

Office Admin: 1 year (preferred)

Work Location: In person

Quick apply

Refine Your Search

independent financial jobs in harrogate, eng

Part Time Financial Services Administrator

Investigator

Independent Financial Advisor

Independent Travel Agent

Key Account Manager

Business Analyst

Graduate Trainee Independent Financial Adviser

Senior Management Accountant (Part-Time)

Finance Officer (Fab Team) x 2

Business Development Executive

Paralegal - Employment

Business Support Administrator

Graduate Trainee Financial Adviser

Technical Operations Manager

Fundraising Manager - Yorkshire (maternity cover 12 months)

IFA Administrator

Research & Insights Executive (Entry-Level)

ITAD Sourcing Specialist

Rapid Response Customer Service Representative

Customer Services Advisor

I want to receive the latest job alerts for independent financial in harrogate, eng

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