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Job Opportunity: Financial Services Administrator | Harrogate
An independent financial advisor firm in Harrogate is seeking a skilled financial services administrator to join their team. This is an excellent role for an experienced individual looking to contribute to a professional and supportive environment.
About the RoleAs a financial services administrator, you will play a vital role in ensuring the smooth operation of administrative processes. Your responsibilities will include:
- Obtaining quotes and liaising with providers
- Dealing with clients and maintaining excellent service levels
- Supporting advisers and paraplanners with administrative tasks
- Processing and monitoring new business applications
- At least two years of experience working in an IFA firm
- Familiarity with Xplan is an advantage
- Strong communication and organisational skills
- Ability to work both independently and collaboratively
- Salary: £32,000 to £36,000 (dependent on experience)
- Full-time preferred, but part-time will be considered
- Office-based position
- 27 days’ holiday per annum, plus statutory holidays
- Group pension scheme
- 2x DIS
- On-site parking
This role offers an excellent opportunity to further your career in financial services administration within a respected IFA firm. If you meet the requirements and are interested in applying, please get in touch with further information or to submit your application.
