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Financial Planning Administrator

Job description

We are working with a Financial firm based in Harrogate who are looking to recruit their next Financial Planning Administrator.

Our clients are well established and are looking for an experienced Financial Planning Administrator who can join their growing team.

Key Duties and Responsibilities:

  • Maintaining client records
  • Assisting in application forms
  • Supporting client journey
  • Dealing with transactions/calculations
  • Technical knowledge
  • Portfolio valuations

To be successful for this role you will:

  • High level of attention to detail
  • Strong organisational skills
  • Accuracy

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.