Financial Planning Admin; Maternity Cover
Job in
Harrogate, North Yorkshire, HG1, England, UK
Listed on 2026-01-23
Listing for:
Lime Professional Services
Seasonal/Temporary, Contract
position Listed on 2026-01-23
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading Investment Management firm based in Harrogate is urgently seeking an experienced Financial Planning Administrator for a 9-month maternity cover role. The successful candidate will manage client inquiries, maintain back-office records, and process new investments and policies. Ideal applicants should have 1-3+ years of relevant experience, familiarity with client management systems, and be working towards or have a Level 4 Diploma in Financial Advice.
This position offers a dynamic work environment with ample responsibilities.
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