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Financial Administrator

GCB Recruitment
Posted 7 hours ago, valid for a month
Location

Harrogate, North Yorkshire HG3 4JL

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • We are seeking a Financial Administrator for a Financial Services Company in Harrogate with over 45 years of experience.
  • The role offers a salary range of £32,000 to £36,000, along with 27 days of holiday and a pension contribution.
  • Candidates should have at least two years of experience working for an IFA firm and be skilled in client contact and obtaining quotes.
  • Responsibilities include liaising with providers, supporting advisers and paraplanners, and processing new business.
  • The position is office-based with full-time hours preferred, but part-time options are available.

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

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.