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Financial Services Administrator

Financial Services Administrator

IMPRESSION RECRUITMENT LIMITED

Posted a day ago, valid for 6 days

Harrogate, North Yorkshire HG3 4JL

£25,000 - £30,000 per annum

Full Time

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Sonic Summary

Our client is seeking an experienced Financial Services Administrator for a full-time, permanent position in a growing wealth management practice in Harrogate.
The role involves preparing client files, maintaining administration systems, and liaising with advisers for client meetings.
Candidates should possess strong communication, IT, and organizational skills, along with attention to detail and problem-solving abilities.
The salary for this position ranges from £25,000 to £30,000 per annum, with excellent prospects for growth and flexible working hours.
This opportunity is ideal for individuals looking to advance their careers in the financial services sector.

Our client is looking to hire an experienced Financial Services Administrator to join their team on a full time, permanent basis. You will be joining a wealth management practice that has experienced considerable growth over the recent years, more than doubling their team of Financial Advisors, and having become one of the most recognisable firms in Harrogate. Operating with a straightforward communication style and having built a positive internal culture where employee growth is enabled, they are now looking for their next shing star. Financial Services Administrator Duties:

Preparing and maintaining client files.
Maintaining administration systems.
Liaising with Advisers to arrange client meetings/reviews.
Preparing business documents.
Preparing information/comparisons for analysis by Advisors.
Acting as point of contact and dealing effectively with queries from clients and other parties.
Be part of a team helping to develop the business and overall brand.
Assist with client events.

Required Skills:

Communication skills.
IT skills.
Attention to detail.
Organisation skills.
Customer care skills.
Problem solving skills.
Administrative skills.
Number skills.
Team working.

In return our client is offering a salary of between £25,000 - £30,000 per annum with excellent prospects for growth, flexible working hours and a central Harrogate location with access to great local facilities. If you are looking for a new Financial Services Administrator role within wealth management, this could be the role for you!

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