Financial Services Administrator
| Posting date: | 26 June 2025 |
|---|---|
| Salary: | £30,000 to £32,000 per year |
| Hours: | Full time |
| Closing date: | 26 July 2025 |
| Location: | Harrogate, North Yorkshire |
| Remote working: | On-site only |
| Company: | Unity Resourcing |
| Job type: | Permanent |
| Job reference: |
Summary
Financial Services Administrator
Harrogate | Office Based, Monday to Friday 9am – 5pm
£30,000 – £32,000 | Full time preferred – Part time considered
Free on-site parking | 27 days holiday plus bank holidays | Group pension scheme | 2x death in service
We are recruiting an experienced Financial Services Administrator on behalf of a well-established and highly regarded Independent Financial Adviser firm based in central Harrogate. This is a fantastic opportunity to join a supportive team in a varied and fast-paced administrative role.
The successful candidate will have a minimum of 2 years’ experience in financial services, ideally within an IFA or financial planning environment, and will be confident handling client documentation, liaising with providers, and supporting advisers with investment and pension administration.
Key Responsibilities:
Supporting Financial Advisers and Planners with day-to-day administrative tasks
Liaising with policy providers regarding pensions, investments, and insurance products
Processing new business applications, fund switches, income and withdrawal requests
Managing live dealing (online investment instructions)
Handling desk-based claims
Ensuring client records are accurately maintained
Managing workload independently while contributing to a close-knit team
Communicating professionally with clients and providers
Requirements:
Minimum 2 years experience in a financial services admin role (IFA experience preferred)
Strong knowledge of investment products, pensions, SIPPs, and SSASs
Experience with financial software and Microsoft Office
Excellent communication and organisational skills
High attention to detail and ability to prioritise tasks
A proactive, team-focused attitude with the confidence to work independently
If you're an experienced Financial Services Administrator looking for a long-term role within a friendly and professional environment, we’d love to hear from you.
Apply now or contact Unity Resourcing for more details.
Harrogate | Office Based, Monday to Friday 9am – 5pm
£30,000 – £32,000 | Full time preferred – Part time considered
Free on-site parking | 27 days holiday plus bank holidays | Group pension scheme | 2x death in service
We are recruiting an experienced Financial Services Administrator on behalf of a well-established and highly regarded Independent Financial Adviser firm based in central Harrogate. This is a fantastic opportunity to join a supportive team in a varied and fast-paced administrative role.
The successful candidate will have a minimum of 2 years’ experience in financial services, ideally within an IFA or financial planning environment, and will be confident handling client documentation, liaising with providers, and supporting advisers with investment and pension administration.
Key Responsibilities:
Supporting Financial Advisers and Planners with day-to-day administrative tasks
Liaising with policy providers regarding pensions, investments, and insurance products
Processing new business applications, fund switches, income and withdrawal requests
Managing live dealing (online investment instructions)
Handling desk-based claims
Ensuring client records are accurately maintained
Managing workload independently while contributing to a close-knit team
Communicating professionally with clients and providers
Requirements:
Minimum 2 years experience in a financial services admin role (IFA experience preferred)
Strong knowledge of investment products, pensions, SIPPs, and SSASs
Experience with financial software and Microsoft Office
Excellent communication and organisational skills
High attention to detail and ability to prioritise tasks
A proactive, team-focused attitude with the confidence to work independently
If you're an experienced Financial Services Administrator looking for a long-term role within a friendly and professional environment, we’d love to hear from you.
Apply now or contact Unity Resourcing for more details.