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Date Added: TODAY

Financial Services Administrator

Harrogate, HG1, UK
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Company: HQ PERSONNEL

Job Type: Permanent, Full Time

Salary: £32000 - £38000/annum

ur client based in Harrogate is recruiting for a Financial Services Administrator. The role is working full time Monday - Friday, 9am-5pm and in return they are offering a salary of between £32,000p/a and £38,000 p/a dependant on experience. There would be a consideration for working part time. You will need at least two years' experience working for an IFA firm.

Other responsibilities:

- Experienced in obtaining quotes, dealing with clients

- Liaising with Providers

- Providing support to Advisers and Paraplanners

- Experience with Xplan and advantage

- Processing and monitoring new business

- Ensuring clients records are kept up to date on the back office system

- Dealing with online investment instructions

- To ensure smooth running of the Department to support the Consultants and Financial Planners

- Understand and comply with Consumer Duty principles

You must be proficient with all MS packages and have the ability to work on your own initiative and as part of a team
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