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Insurance production planner

2 production planner jobs found

CL
Mar 11, 2026  
Financial Planning Administrator
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...
IR35 Status:
Unknown Status

CV-Library Harrogate, North Yorkshire Contractor
CL
Mar 05, 2026  
Finance Officer - Accounts Payable
Are you detail-driven, highly organised, and looking to further your career in finance? This is a fantastic opportunity to join a dynamic and supportive team where you’ll play a key role in ensuring smooth supplier payments and strong financial controls. Working in a high-volume environment, you'll help keep operations running efficiently, while gaining valuable experience across a wide range of finance processes. What’s on Offer?  Job type: Temporary Location: Eastleigh Salary: £13.52p/h Hours: Full timeKey Responsibilities: Registering invoices accurately and promptly in line with purchase order controls Matching invoices to authorised orders and escalating discrepancies Responding to supplier queries by phone, email, or post with professionalism and clarity Processing payment runs weekly, ensuring due and outstanding invoices are settled Reconciling supplier statements and resolving any variances Setting up and maintaining supplier accounts, with appropriate fraud prevention...
IR35 Status:
Unknown Status

CV-Library Eastleigh, UK Contractor
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