Financial Service Administrator

TN United Kingdom; Harrogate; On-site; GBP 32,000 - 36,000; Full time

Job summary

An exciting opportunity awaits for a skilled financial planning professional to join a thriving wealth management practice in Harrogate. This role involves both administration and paraplanning tasks, supporting an Independent Financial Advisor (IFA) within a collaborative team. You will engage in technical research, produce detailed suitability reports, and liaise with external providers, all while enjoying a supportive work environment. With competitive salary offerings and generous holiday allowances, this position is perfect for those looking to advance their careers in finance.

Benefits

27 days holiday

Group pension scheme

Free Parking

Death in Service Insurance

Qualifications

• Experience in financial planning and paraplanning.
• Ability to produce complex suitability reports.

Responsibilities

• Conduct technical research for financial planning.
• Produce complex suitability reports and process new business.

Skills

Financial Planning

Technical Research

Report Production

Client Liaison

Job description

Job Details

Client: Heat Recruitment

Location: Harrogate, United Kingdom

Job Category: Finance

EU work permit required: Yes

Job Reference: e585dccea299

Job Views: 6

Posted: 05.05.2025

Expiry Date: 19.06.2025

Job Description

Location: HARROGATE

Salary: £32,000 - £36,000

Type: Permanent

Workplace: On-Site

Reference: 87520

Overview

An exciting opportunity has arisen for an experienced financial planning professional to join a growing wealth management practice in Harrogate. The role involves both administration and paraplanning work, supporting an IFA within a team of three.

Key Responsibilities

• Undertaking technical research
• Producing complex suitability reports
• Processing new business
• Liaising with external providers

What’s on Offer?

• 27 days holiday per annum, plus statutory holidays
• Group pension scheme
• 2x DIS
• Free Parking

Next Steps

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. During this discussion, we will assess your skills and motivations and may recommend other relevant opportunities.

Additionally, refer a friend or colleague and receive £200 in vouchers if we assist them in securing a new career.