financial planning administrator Work, Jobs in harrogate (with Salaries)

Financial Planning Administrator
Exchange Street Claims & Financial Services —Wetherby
- £35,000 a year
- Hybrid work
- 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
IFA Administrator
NJR Recruitment —Harrogate
- £28,000 - £33,000 a year
- Organisational skills
- Communication skills
- Office experience
Senior Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Employee assistance programme
- Referral programme
Quick apply
Financial Services Administrator
Barker Sutcliffe & Associates Ltd —Skipton
- £14 - £17 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
1d
Finance Administrator
thebigword —Leeds
- £24,851.23 a year
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Communication skills
Quick apply
Financial Administrator
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Client Implementation Associate
Aon Corporation —Leeds
- Communication skills
5d
Business Support Administrator
JBA Consulting —Skipton
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Microsoft Office
- Free parking
- Flexitime
Quick apply
2d
Payroll Administrator
Stage One —York
- Up to £32,000 a year
- Monday to Friday
Corporate Risk & Healthcare Administrator
Swiss Life Global Solutions —Leeds
- Microsoft Excel
- Administrative experience
- Organisational skills
- Annual leave
- Employee assistance programme
13d
Systems Governance Administrator
Pontoon —Leeds
- Hybrid work
- Organisational skills
14d
Project Support Coordinator
Arcus FM —Leeds
- £29,159 - £35,639 a year
- Full-time
- Project management
- Quality control
- Travel
Quick apply
3h
IT Workday Systems Administrator
Gleeds —Leeds
- Human resources
- IT
- Construction
- Employee assistance programme
Platform Admin – Case Management
Liberty Global —Bradford
- Full-time
- Hybrid work
- JavaScript
- Agile
- AI
- Annual leave
PA and Team Administrators in Cyber Team, Sector Resilience Division - SRS
Bank of England —Leeds
- £23,360 - £26,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Outlook
- Administrative experience
- Annual leave
Paraplanner
Lloyds Wealth —Leeds
- From £44,502 a year
- Full-time
- English
- Annual leave
- Work from home
1d
Administrator
Bupa —Leeds
- £16,740 a year
- Part-time
- Hospitality
- Customer service
- Microsoft Office
- Employee discount
- Gym membership
Quick apply
1d
Client Administrator
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Financial services
Quick apply
Senior Administrator
Pen-Life Associates Ltd —York
- £26,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply

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Financial Planning Administrator

Exchange Street Claims & Financial Services
Wetherby

Apply Now

Job details

Permanent
£35,000 a year

Benefits

Free parking
Company pension

Qualifications

Financial planning

Full job description

Posted: 18/05/26 Recruiter: Exchange Street Claims & Financial Services Reference: 3110806716 Type: Permanent Salary: £35,000 Annual Location: Wetherby, Yorkshire and the Humber Description: Some firms don't even know what a career journey is, never mind put one in place.So you get stuck, in a rut, doing the same old, same old. Year after year.Not here.Here you'll join as an administrator to replace someone who is moving into a paraplanning job. And they're replacing a paraplanner who has become a financial planner.What does that tell you? This is a business where internal progression and nurturing are core values. Where actions speak louder than words.You'll be looked after in other ways too.Starting salary is to £35,000 plus you qualify for the company's bonus scheme. This typically means a 10% annual bonus ever year.Alongside that you get:

8% employer pension contribution
PMI
DIS x 4
25 days holiday
Once you've settled in there's hybrid working (3 days in the office)
Free parking and beautiful offices

As for the job itself you'll work with another administrator supporting the firm's planners. These planners are highly qualified and engaged with interesting cases so you'll learn a lot too.You'll use IO, deal with clients, prepare meeting packs, submit new business etc.The firm have close to £500m AUM and 350 clients. They are independent and fiercely proud of being a smaller company (albeit one that punches above its weight).HERE'S WHAT YOU'LL NEED:You will be an experienced administrator in a financial planning firm.IFA and IO experience is essential. Platform experience is useful.You'll be conscientious and keen to learn. -Tired of the same old same old? Click apply.If you don't have a CV don't worry, we can come to that later. Just send us a way of contacting you.Everyone will receive a response.

Apply Now

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