Financial planner Work, Jobs in Harrogate (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
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Paraplanner
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Holistic Financial Adviser
Partnership Recruitment —Farnley and Wortley
- Hybrid work
- Work from home
- Flexible schedule
Paraplanner
Redmayne Bentley —Leeds
- £40,000 - £50,000 a year
- Full-time
- Financial services
- Communication skills
Paraplanner
BBT Group —Wakefield
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook

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Practice Administrator
4Life Wealth Management —Harrogate
You will be part of a fast-paced team, managing the work generated by the advisers and offering support as required.
From £26,000 a year
Quick apply
Wealth Management Administrator - Hybrid
Argentis Group Limited —Harrogate
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…
Quick apply
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Experienced Financial Services Administrator

Budge and Company
Harrogate

Apply Now

Job details

Full-time

Benefits

Free parking
Company pension

Qualifications

Pension
Numeracy
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

Experienced Financial Services Administrator

Financial Planning Administrator

Paraplanner

Holistic Financial Adviser

Paraplanner

Paraplanner

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