Independent financial advisor 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
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
Mortgage Advisor
The Mortgage Experts —Ossett
- £60,000 - £100,000 a year
- Remote
Customer Services Advisor
Halfords —Harrogate
- £11.05 - £12.91 an hour
- Part-time
- Sales
- Customer service
- Employee assistance programme
- Employee discount
5d
Business Development Manager - UK Intermediary Sales
HSBC Global Services Limited —Leeds
5d
Network Operations Engineer
TIEVA —Leeds
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- Free parking
- Employee assistance programme
Quick apply
VodafoneThree - Client Sales Lead
Vodafone —Leeds
- Full-time
- Sales
- Negotiation
- Employee discount
8d
Account Manager
Orean Personal Care Limited —Cleckheaton
- Full-time
- Sales
- ERP systems
- Microsoft Office
- Life insurance
- Sick pay
Quick apply
2d
Senior Network Consultant
TIEVA —Leeds
- Up to £65,000 a year
- Full-time
- Hybrid work
- Travel
- Free parking
- Employee assistance programme
Quick apply
Restructuring Manager (Solvent Liquidations/MVL's)
Interpath Advisory —Leeds
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Stock/Customer Advisor
Pavers —York
- £13.00 - £13.50 an hour
- Part-time
- Employee discount
Quick apply
16h
Risk, Resilience & Controls - Senior Manager (Consulting)
DCR Partners Limited —Leeds
- Up to £90,000 a year
- Full-time
- Hybrid work
- IT
- Financial services
- In-person
- Work from home
Quick apply
Azure Solutions Consultant
OneAdvanced —York
- Azure
- DevOps
- IT
- Employee assistance programme
- Bereavement leave
13d
Security Operations Engineer
TIEVA —Leeds
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Communication skills
- Free parking
- Employee assistance programme
Quick apply
Customer Sales Advisor
Halfords —York
- £10.85 - £12.71 an hour
- Part-time
- Sales
- Customer service
- Retail sales
- Store discount
- Health & wellbeing programme
8h

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

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

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 advisor jobs in harrogate, eng

Part Time Financial Services Administrator

Independent Financial Advisor

Mortgage Advisor

Customer Services Advisor

Business Development Manager - UK Intermediary Sales

Network Operations Engineer

VodafoneThree - Client Sales Lead

Account Manager

Senior Network Consultant

Restructuring Manager (Solvent Liquidations/MVL's)

Stock/Customer Advisor

Risk, Resilience & Controls - Senior Manager (Consulting)

Azure Solutions Consultant

Security Operations Engineer

Customer Sales Advisor

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

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected