2 advice administrator jobs found

My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, 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...

About the Role We are looking for an experienced and customer-focused Council Tax Officer to join our Revenues & Benefits team. You will play a key role in the accurate administration and collection of Council Tax, helping to deliver an efficient, fair, and responsive service to our residents. This is an excellent opportunity for someone with local authority Council Tax experience who is confident using Academy Systems and understands the importance of balancing income collection with high-quality customer care. Key Responsibilities * Administer Council Tax accounts, including liability, discounts, exemptions, premiums, and reliefs * Process changes of circumstance and maintain accurate Council Tax records * Issue bills, adjustments, reminders, final notices, and statutory correspondence * Provide clear and professional advice to customers via telephone, email, correspondence, and face-to-face where required * Support the recovery...