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Financial Services Administrator
Location: Harrogate, Office-based.
Salary: £32,000 to £36,000 (dependent on experience)
Employment Type: Full-time preferred, but part-time considered
Working Hours: Monday to Friday, 9:00 am to 5:00 pm
Benefits:
- 27 days of annual leave, plus statutory holidays
- Group pension scheme
- 2x Death in Service (DIS) benefit
- Complimentary parking
Job Description:
We are currently seeking a highly skilled and experienced Financial Services Administrator to join our esteemed team. The successful candidate will possess a minimum of two years’ experience within an Independent Financial Adviser (IFA) firm and demonstrate proficiency in obtaining quotes, managing client interactions, and liaising with providers.
Key Responsibilities:
- Providing comprehensive support to Advisers and Paraplanners
- Processing and monitoring new business applications
- Liaising effectively with providers
- Managing client interactions and obtaining necessary quotes
- Demonstrating the ability to work autonomously as well as collaboratively within a team
Preferred Qualifications:
- Proficiency with Xplan software is highly advantageous
Skills and Attributes:
- Strong organizational and communication skills
- Ability to work independently and as part of a cohesive team
We invite applications from proactive and detail-oriented professionals who are eager to advance their careers in the financial services sector. If you meet the above criteria and are interested in joining our dynamic team, we encourage you to apply today.
