Financial Planning Administrator (18821)

£22,000 - £25,000 Published: February 11, 2021 (18 days ago)
Job Type


We are currently working on behalf of a well established business based just on the outskirts of Harrogate! They are looking to recruit a Financial Planning Administrator!

The role will be to provide full administrative assistant to more than one member of the team, you MUST have experience in a Financial Planning environment to be considered for this role. They are looking for someone who takes pride in their work ensuring each task is completed to a high standard keeping to strict time frames.


  • Answering all correspondence to the company via phone, email and face to face
  • Keeping all data and documents up to date in the systems
  • Following processes and procedures through to completion
  • Processing online refunds
  • Adding new clients onto the system accurately
  • Managing several diaries
  • Liaising with external parties such as insurances brokers
  • Managing own work load
  • Reviewing documentation and ensuring an changes are made

The role is a full time permanent role, Monday – Friday. This is a fantastic role that would suit someone looking for a stable career in an Administrative role with a business who truly value each member of staff. Salary – up to £25,000!




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