Hunter Gee Holroyd | Careers - Hunter Gee Holroyd

Would you like to Make a Difference?

Are you a pro-active, positive and enthusiastic individual who enjoys delivering an excellent level of service to clients? Do you enjoy working as part of a team, are approachable and self-motivated?

If you’re keen to develop your skills and knowledge and work in a collaborative and supportive environment, then we’d like to hear from you.

Current Vacancies

Financial Services Administrator – York

Are you looking for an exciting new challenge? Do you have strong administration skills?

We are currently recruiting for a Financial Services Administrator to join our successful HGH Wealth Management team based in York city centre. You will be a professional, friendly team player who enjoys working accurately and to the best of your ability.

Duties for the Financial Services Administrator roles include:

Preparing and maintaining client records and files.
Implementing recommendations through to completion and liaising with clients throughout the process.
Responsible for preparing and distributinghalf yearly valuations to clients.
Dealing with clients and other parties in a professional and courteous manner.
Business related administration duties.
Maintaining all standards of performance and processes as required by the firm.
Comply with relevant FCA rules and compliance, treating customers fairly, financial crime and anti-money laundering procedures of the firm.
Maintain requisite knowledge of products, legislative and technical changes as required.

Qualifications and competencies

Understanding of financial planning process and FCA compliance requirements.
Knowledge of product, legislative, legislation and market changes.
Ability to plan and prioritise own workload.
Ability to achieve outcomes within a timely manner.
Detailed and accurate in all matters.
Articulate with good interpersonal skills both written and verbal.
Good IT Skills.
Ability to work independently and as part of a team.

Working hours

Full-time with a competitive salary dependant on experience.

This is a fantastic opportunity for the right candidate to progress their career in a well-respected company that offers fantastic benefits. So, if you think you have the necessary experience for the Financial Services Administrator please apply today.

Get in Touch

If you would like to apply, please send a copy of your CV, along with covering letter to:

Mr Nick Lawson, HGH Wealth Management, Club Chambers, Museum Street, York, YO1 7DN or by email to nick.lawson@hghwealth.co.uk

No agencies please.

Part-time Secretary/Administrator – Filey

We are looking for a flexible, forward thinking individual to join our team in our Filey office. The role includes reception, typing, answering the telephone and general office duties. Training will be provided.

What do you need?

Experience working in a professional office environment (ideally an accountancy/professional services firm)
Although not essential, experience in a similar role is advantageous
Pro-active, positive and enthusiastic
Offers excellent customer service
Enjoys working as part of a team
Keen to develop your skills and knowledge

Working hours – 10 to 15 hours per week over two/three days, with a salary dependant on experience and qualifications.

Who are Hunter Gee Holroyd?

Hunter Gee Holroyd is a highly successful, well-established and professional independent accountancy practice, offering a range of chartered accountancy and business advisory services throughout North Yorkshire. A friendly team of 41 staff including three directors, operate from three offices in York, Easingwold and Filey.

Our clients include owner managed and family owned companies in various sectors which include agriculture, legal, hospitality, retail, transport and construction sectors, plus independent operators offering IT and technology services.

We pride ourselves on our forward thinking team who share traditional values, whilst providing outstanding levels of service.

Hunter Gee Holroyd’s values are: