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 inproviding fully independent advice on pensions, investments, protection, tax and wealth management for individuals and companies.
Working hours:
* Monday – Friday 9 am – 5 pm.
* Office Based
* Full time preferred but part time considered
The successful Financial Administrator will be offered:
* £32,000 - £36,000
* 27 days holiday per annum plus statutory holidays
* Pension Contribution
* 2x DIS
* Free Parking
To be considered for the Financial Administrator role you must have:
* At least two years’ experience, working for an IFA firm
* Experienced in obtaining quotes, dealing, client contact.
* Liaising with Providers
* Providing support to Advisers and Paraplanners
* Experience with Xplan an advantage
* Processing and monitoring new business
* Ability to work on own initiative and as part of a team
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