Job Information

A Harrogate based Investment Management firm are looking for a Financial Planning Administrator to provide full administration support to their Financial Advisers, including all client servicing and business processing tasks.

You will benefit from;

• A generous salary : Between £22,000 and £25,000
• Annual discretionary bonus scheme
• Holidays : 30 days plus Bank holidays
• Death in Service : 4x salary
• Pension - Contributions are 9% employer & no obligation for employees

When successful you will be expected to;

• Be the point of contact for company, client and third-party queries when dealing with new and existing business
• Keep all notes on the back-office system accurate and up to date
• Process, and follow through to completion, the setting up of new investments and policies for clients, which include Pension and SIPP contracts, Investment and Protection policies for Personal and Business clients
• Process online fund switches and manage through to completion
• Maintain the back-office system; adding new clients and maintaining the portfolio content, including contributions and withdrawals plus other ad hoc details as required
• Produce periodic valuations
• Diary management for Advisers
• Ensure all documentation is scanned to paperless system and all emails are saved to the client records

To be successful you will need;

• Experience working within a Wealth Management company or in a Financial Adviser support role previously


If you would like to know more, please search ‘Cameron James Professional Recruitment` and call and ask for Richard.

Or apply now.