Jobs
>
Harrogate

    Financial Planning Administrator - Harrogate, North Yorkshire, United Kingdom - Lime People Search & Select Ltd

    Lime People Search & Select Ltd
    Lime People Search & Select Ltd Harrogate, North Yorkshire, United Kingdom

    3 weeks ago

    Default job background
    Temporary, Full time
    Description

    My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning.

    We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover. You will be responsible for providing full administrative support to a team of Financial Planners / Advisers. Specifically you will:

    • Be the point of contact for company, client and third-party queries when dealing with new and existing business.
    • Keep all notes on the back-office system up to date, enabling advisers and other team members to appraise themselves of the current situation as required.
    • Process, and follow through to completion, the setting up of new investments and policies for clients, which include Pension and SIPP contracts, Investment and Protection policies for Personal and Business clients.
    • Process online fund switches and manage through to completion.
    • Maintain the back-office system; adding new clients and maintaining the portfolio content, including contributions and withdrawals plus other ad hoc details as required.
    • Utilise the client management system to accurately process new and existing business, including (monthly) valuations and diary management.
    • Provide review and valuation documentation in relation to client reviews and deal with any changes to the portfolio and/or client circumstances.
    • Diary management for Advisers.
    • Ensure all documentation is scanned to paperless system and all emails are saved to the client records.
    • Liaise with external parties regarding any queries (insurance companies etc.).
    • Manage own workload.
    • Prepare meeting packs for advisers
    We are seeking those who have 1-3+ years experience working in a similar Financial Planning support role, with experience of working with Client Management systems such as Intelliflo / First. Any experience you have working with online platforms such as AEGON, Transact or AJ Bell would be to your advantage. If you have any further qualifications within Financial Advice / Planning or working towards your Level 4 Diploma in Financial Advice, this would also be to your advantage.

    This role is for a 9-Month Maternity cover contract
  • Idex

    Financial Planning Administrator

    2 weeks ago

    Idex Harrogate, United Kingdom

    We are working with a Financial firm based in Harrogate who are looking to recruit their next Financial Planning Administrator. · Our clients are well established and are looking for an experienced Financial Planning Administrator who can join their growing team. · **Key Duties a ...

  • Search Consultancy

    Financial Planning Administrator

    1 week ago

    Search Consultancy Harrogate, United Kingdom

    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 te ...

  • Lime People Search & Select Ltd

    Financial Planning Administrator

    1 day ago

    Lime People Search & Select Ltd Harrogate, United Kingdom

    My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate. · We are urgently seeking an IFA Administrator to join the existing Administrative teams on the Financial Planning side of the business, generally you would be responsible ...

  • Fortem People Ltd

    Planning Administrator

    2 weeks ago

    Fortem People Ltd Otley, United Kingdom

    You'll be supporting the Planning Manager with the admin support of both production and materials planning, while ensuring inventory levels are monitored and accurate levels kept. · Working with an in-house ERP system, you'll be up to speed with systems. Some knowledge of SAP wou ...

  • Multitask Personnel

    Planning Administrator

    2 weeks ago

    Multitask Personnel Leeds, United Kingdom

    Role: Works Planner · Location: Leeds, West Yorkshire · **Salary**: £23,793pa · Multitask Personnel are working with a leading property management company based in Leeds who are looking to expand their team As a Planner you will be working on a full-time, permanent basis, working ...

  • DMC Group

    Planning Administrator

    2 weeks ago

    DMC Group Wakefield, United Kingdom

    DMC GROUP IS RECRUITING · **PLANNING ADMINISTRATOR** · **An exciting opportunity has arisen within our busy Procurement and Planning Team. Working within a small team liaising with overseas suppliers across several brands, this role really makes a difference to the efficient runn ...

  • Daniel Owen- UK

    Planning Administrator

    1 week ago

    Daniel Owen- UK Leeds, United Kingdom

    Contract Type: · - Permanent- Location: · - Leeds- Industry: · - Maintenance & Services- Housing- Facilities Management- Property Services- Maintenance & Services- Salary: · - Up to £23000 per annum- Start Date: · - ASAP- REF: · - PlAd_ Contact Name: · - Richard Lister- Job Publi ...

  • Bagnall Hopkins Recruitment Limited

    Planning Administrator

    2 days ago

    Bagnall Hopkins Recruitment Limited Wakefield, United Kingdom

    **Planning Administrator, permanent** · **Based in Wakefield, office-based** · **8.30am - 5pm Monday - Friday** · **£24,000 + benefits** · A fantastic opportunity to join an established company based in Wakefield as they continue to grow. As a Planning Administrator, you'll work ...

  • Detectronic Ltd

    Planning Administrator

    3 days ago

    Detectronic Ltd Colne, United Kingdom

    **Planning Administrator** · **Overview** · Detectronic is an established manufacturing and service business satisfying the needs of UK Water Utility Companies. We specialise in the design, manufacture, and installation of level and flow monitoring instrumentation to help reduce ...

  • Douglas Scott Legal Recruitment

    Planning Administrator

    2 days ago

    Douglas Scott Legal Recruitment Leeds, United Kingdom

    Day to day responsibilities include: · - Monitoring staff activity, sickness and holidays · - Plan & scheduling all staff investment time (EG, 1-2-1's, coaching, E Learns & formal training) · - Authorising and action off line activity, shift changes & lunch amendments etc. · - Tr ...

  • Weston

    Planning Administrator

    1 week ago

    Weston Barnoldswick, United Kingdom

    **Ref** · 29913 · **Location** · Senior Aerospace Weston - 1 W Craven Dr, Earby, Barnoldswick BB18 6JZ · **Advertised salary** · Competitive · **Employment type** · Full-time · **Closing date** · 07 February 2024 · **Description** · **Who is Senior plc?** · Senior is a FTSE liste ...

  • Search Consultancy

    Financial Planning Administrator

    2 weeks ago

    Search Consultancy Horsforth, United Kingdom

    Financial Planning Administrator · Leeds (North) · £24,000 - £30,000 + hybrid working, excellent training, pension, PMI, exam support, free parking · A successful wealth management organisation in Leeds are looking to add a hard working and experienced Financial Planning Administ ...

  • MB Fitzgerald

    Financial Planning Administrator

    3 weeks ago

    MB Fitzgerald Leeds, United Kingdom

    **Financial Planning Administrator - Leeds - National Wealth Management Organisation - Exceptional remuneration package** · MBF. are currently working with a National Wealth Management organisation who are looking to hire an experienced Financial Planning Administrator for their ...

  • Tempest Jones

    Financial Planning Administrator

    2 weeks ago

    Tempest Jones Leeds, United Kingdom

    **Financial Planning Administrator** · **The offering**: · **Salary of up to £28k depending on experience and qualifications** · **Continued professional development** · **26 days annual leave (plus statutory)** · **Pension scheme, Group Life cover: x4 salary** · **Annual discret ...

  • mbf.

    Financial Planning Administrator

    3 weeks ago

    mbf. Leeds, United Kingdom

    **Financial Planning Administrator - Leeds - Salary to £27,000 plus Bonus and Benefits - Flexible working** · Mbf are currently working with an award winning, fast growing Financial Advisory business to recruit an experienced Financial Planning Administrator. Our client has offic ...

  • Search Consultancy

    Financial Planning Administrator

    1 week ago

    Search Consultancy Leeds, United Kingdom

    IFA Administrator · Leeds - Outskirts (commutable from York, Wetherby, Harrogate) · Up to circa £32,000 + excellent benefits package, free parking, exam support · Highly respected Independent Financial Adviser organisation in North Leeds are hiring. I require an enthusiastic and ...

  • MB Fitzgerald

    Financial Planning Administrator

    2 weeks ago

    MB Fitzgerald Leeds, United Kingdom

    **Financial Planning Administrator - Leeds - Salary to £27,500 plus Bonus and Benefiits (potentially negotiable)** · An award-winning Financial Planning practice based with multiple offices across the UK are currently in the market to recruit a Financial Planning Administrator to ...

  • Search Consultancy

    Financial Planning Administrator

    3 weeks ago

    Search Consultancy Leeds, United Kingdom

    Financial Planning Administrator · Leeds (with home working available) · Salary up to £28,000 plus excellent benefits, exam support, flexible working · Some key responsibilities of the position are: · - Obtain illustrations · - Submitting new business and investment trades on beh ...

  • Idex

    Financial Planning Administrator

    3 weeks ago

    Idex Leeds, United Kingdom

    We are working with a Financial firm based in Leeds who are looking to recruit their next Financial Planning Administrator. · Our clients are well established and are looking for an experienced Financial Planning Administrator who can join their growing team. · **Key Duties and R ...

  • Search Consultancy

    Financial Planning Administrator

    3 weeks ago

    Search Consultancy Leeds, United Kingdom

    Financial Planning Administrator · Leeds (North) · £24,000 - £30,000 + hybrid working, excellent training, pension, PMI, exam support, free parking · A successful wealth management organisation in Leeds are looking to add a hard working and experienced Financial Planning Administ ...