Job Title: Financial Services Administrator
Location: York
Salary: Competitive
Job type: Full time – Permanent
Huntington Ross Ltd is a firm of Independent Financial Advisers (IFAs). We offer impartial advice to individuals and businesses. Specialising in financial protection, for individuals, families and small businesses; retirement planning; and individual and workplace pensions.
Huntington Ross Ltd and Partnership Financial Planning Ltd are both wholly owned subsidiaries of Huntington Ross Financial Services Ltd, a family run business. We are passionate about our independence and take care to listen to our customers and employees to understand their situation. Most of our clients live and or work within North Yorkshire (Huntington Ross Ltd) or North East England (Partnership Financial Planning Ltd).
The Role
Huntington Ross Ltd is seeking to recruit a Financial Services Administrator to join our team. This role would report to the Business Manager, but day to day undertake administration directed by our Advisers. This role will be based in the office at Middlethorpe Business Park, YO23 2BD.
Main Responsibilities
- Arranging client appointments by telephone, email or post
- Booking and preparing the meeting room for client meetings
- Collating new client or review packs in preparation for client meetings
- Processing paperwork following client meetings
- Documenting and recording product valuations
- General administration and filing
- Where needed assist the office administrator in other day-to-day operations.
The Ideal Candidate
- Able to manage their time well
- Have existing effective administrative skills
- Able to develop rapport with the staff as well as clients both in person and on the telephone.
- Able to work effectively in a small team
- Be computer confident
- Previous experience in the Financial Services sector (Desirable but not essential)
- An understanding of the Financial Conduct Authority’s compliance requirements (Desirable but not essential)
- Please note you will be required to sign a Staff Declaration confirming your adherence with the Financial Conduct Authority (FCA) Handbook and with the Huntington Ross Ltd. compliance procedures, as directed by our Compliance Officer.
Benefits
- Competitive salary in line with each candidate’s experience.
- Family Friendly/Flexible working pattern for suitable candidate.
- 25 days annual leave plus 8 days statutory bank holidays.
- Free on-site parking
- Close to local amenities
- Enrolment in companies pension scheme (Provided by NEST).
- Usual office closure between Christmas and New year’s (this is discretionary and reviewed each year)
Please click on the APPLY button to send your CV and Cover Letter for this role. Please include why you are suitable for this role, your employment history and salary expectations
Candidates with relevant experience and job titles of; Administrative Support, Financial Services Assistant, Client Support Administrator, Administrative Assistant, Admin, Admin support may also be considered for this role.
