We are currently looking for a Financial Administrator to join our clients in Harrogate, a Financial Services Company with more than 45 years of experience in providing fully independent advice on pensions, investments, protection, tax and wealth management for individuals and companies.
Working hours:
1. Monday – Friday 9 am – 5 pm.
2. Office Based
3. Full time preferred but part time considered
The successful Financial Administrator will be offered:
4. £32,000 - £36,000
5. 27 days holiday per annum plus statutory holidays
6. Pension Contribution
7. 2x DIS
8. Free Parking
To be considered for the Financial Administrator role you must have:
9. At least two years’ experience, working for an IFA firm
10. Experienced in obtaining quotes, dealing, client contact.
11. Liaising with Providers
12. Providing support to Advisers and Paraplanners
13. Experience with Xplan an advantage
14. Processing and monitoring new business
15. Ability to work on own initiative and as part of a team