About

Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions. Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions. Through telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent. We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role. Financial Planning AdministratorOur Central Advice Department is a team of Independent Financial Planners who take responsibility for providing holistic advice to support our clients individual objectives. The clients originate from our Partner Retirement Programme which provides our retiring self-employed IFAs the opportunity pass over their clients' needs to be fulfilled when they exit the industry. By supporting by the Central Advice Department, you will offer administrative support enabling the Independent Financial Planners to service more client's needs and objectives and in turn developing financial planning strategies as agreed with the client. You will have strong organisation skills, excellent attention to detail and analytical skills to assess documentation standards in line with the regulatory requirements. The role is full time, with flexible hours available Monday to Friday and based at our Huddersfield office. After an initial training period a hybrid model of working is implemented, with part of the week in the office and part working from home. The role would be a great opport