Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planners with admin tasks and client queries in a dynamic environment.
- Company: Leading Investment Management & Financial Planning firm based in Harrogate.
- Benefits: Gain valuable experience in finance, competitive pay, and a supportive team.
- Why this job: Join a passionate team and make a real difference in clients' financial journeys.
- Qualifications: 1-3+ years in financial planning support; familiarity with client management systems preferred.
- Other info: 9-month maternity cover with potential for future opportunities.
The predicted salary is between 36000 - 60000 £ per year.
My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, and Retirement Planning.
We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover. You will be responsible for providing full administrative support to a team of Financial Planners / Advisers. Specifically you will:
- 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 up to date, enabling advisers and other team members to appraise themselves of the current situation as required.
- 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.
- Utilise the client management system to accurately process new and existing business, including (monthly) valuations and diary management.
- Provide review and valuation documentation in relation to client reviews and deal with any changes to the portfolio and/or client circumstances.
- Diary management for Advisers.
- Ensure all documentation is scanned to paperless system and all emails are saved to the client records.
- Liaise with external parties regarding any queries (insurance companies etc.).
- Manage own workload.
- Prepare meeting packs for advisers.
We are seeking those who have 1-3+ years experience working in a similar Financial Planning support role, with experience of working with Client Management systems such as Intelliflo / First. Any experience you have working with online platforms such as AEGON, Transact or AJ Bell would be to your advantage. If you have any further qualifications within Financial Advice / Planning or working towards your Level 4 Diploma in Financial Advice, this would also be to your advantage.
This role is for a 9-Month Maternity cover contract.
Financial Planning Administrator in Harrogate employer: Lime Professional Services
Contact Detail:
Lime Professional Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in Harrogate
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the firm you're eyeing. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of client management systems like Intelliflo or First. We want you to show off your skills and experience, so be ready to discuss how you've used these tools in your previous roles.
✨Tip Number 3
Don’t forget to follow up after your interview! A quick thank-you email can go a long way in making you memorable. Plus, it shows your enthusiasm for the role and keeps you on their radar.
✨Tip Number 4
Apply through our website for the best chance of landing that Financial Planning Administrator role. We love seeing applications come directly from our site, and it helps us keep track of all the amazing candidates like you!
We think you need these skills to ace Financial Planning Administrator in Harrogate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your relevant experience, especially with client management systems and any financial planning qualifications you have. We want to see how your skills match what we're looking for!
Read the Job Description Carefully: Before you hit that apply button, take a good look at the job description. Make sure you understand the responsibilities and requirements. This will help you craft a cover letter that speaks directly to what we need in a candidate.
Showcase Your Experience: In your application, don’t just list your previous jobs. Share specific examples of how you've provided administrative support in financial planning roles. We love seeing how you've managed workloads and liaised with clients or third parties!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Lime Professional Services
✨Know Your Stuff
Make sure you brush up on the specifics of financial planning and investment management. Familiarise yourself with terms like SIPPs, pensions, and client management systems like Intelliflo or First. This will show that you're not just interested in the role but also understand the industry.
✨Showcase Your Experience
Prepare to discuss your previous roles in financial planning support. Highlight any relevant experience you have with online platforms like AEGON or Transact. Be ready to give examples of how you've managed workloads and supported advisers in the past.
✨Be Organised
Since this role involves a lot of administrative tasks, demonstrate your organisational skills. Bring along examples of how you've kept records, managed diaries, or processed documentation efficiently. This will reassure them that you can handle the workload.
✨Ask Smart Questions
Prepare thoughtful questions about the company and the team you'll be working with. Inquire about their approach to client management or how they handle new business queries. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
