Financial Planning Administrator - Harrogate, United Kingdom - Search Consultancy

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Verified Company

Harrogate, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

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Description

Financial Planning Administrator
Harrogate
£24,000 - £30,000 + excellent training, pension, PMI, exam support

A successful wealth management organisation in Harrogate are looking to add a hard working and experienced Financial Planning Administrator to their ever growing team.

The role is varied but some of the key responsibilities of the role are:

Sending out and chasing Letters of Authority with external providers
Gathering information from providers, ensuring it is all correct and then putting the information into a presentable tables and documentation
Taking on analytics and critical yield calculations
Compiling preparation information for all client meetings with the Advisors
Requesting Wealth Accounts and Investor Returns
Sending regular updates and professional correspondence to clients
Creating performance comparison graphs and cost and charges calculations.
Financial Services support experience is a must for this role
You must be extremely organised and be able to prioritise your working day and week
You will need to be a quicker learning, be comfortable asking for assistance when needed and have a strong attention to detail
You must be comfortable, professional and articulate on the telephone and be able to influence providers and other stakeholders
Finally you must have a good energy about you, a strong work ethic and positive "can do" attitude

A fully negotiable salary, excellent benefits package and a fantastic working environment are on offer.