Financial Administrator - Harrogate
GCB Recruitment Harrogate
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:
- 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
Leeds, 13 mi from Harrogate
and undervalued but that's not the ethos here.
HERE'S WHAT YOU'LL NEED:
You’ll need 3+ years experience as an administrator in a financial planning practice (IFA or restricted).
You’ll learn from day one and they’ll always offer progression, but you’ll also...
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