Prosperis is looking for an experienced financial services administrator.

This role is located at our Harrogate offices and you will be welcomed into a professional and friendly environment. This opportunity would best suit someone with a keen interest in the Financial Services profession and looking to become part of the Prosperis family.

Briefly the role will include:

  • Processing new business submissions
  • Responsibility for dealing with enquiries relating to new business submissions
  • Chasing outstanding documentation
  • Working closely with paraplanners & advisers to deliver suitability reports
  • Monitoring general mailbox email & dealing with the enquiries
  • Answer calls to the office, speaking to clients & service providers alike
  • Compliance scanning coordination

Benefits

  • Attractive salary & benefits including pension, life assurance
  • Car parking
  • Team bonding events
  • Progression

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