Financial Administrator

GCB AGENCY RECRUITMENT; Harrogate; On-site; GBP 32,000 - 36,000; Full time

Job summary

A well-established Financial Services Company in Harrogate seeks a Financial Administrator with at least two years of experience in an IFA firm. The role entails obtaining quotes, liaising with providers, and supporting advisers, offering a salary range of £32,000 to £36,000 along with excellent benefits.

Benefits

27 days holiday per annum plus statutory holidays

Pension Contribution

2x DIS

Free Parking

Qualifications

• At least two years’ experience, working for an IFA firm.
• Experience in obtaining quotes and dealing with clients.
• Ability to work on own initiative and as part of a team.

Responsibilities

• Liaising with Providers.
• Providing support to Advisers and Paraplanners.
• Processing and monitoring new business.

Skills

Client Contact

Initiative

Teamwork

Tools

Xplan

Job description

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