Financial Services Administrator
| Posting date: | 26 June 2025 |
|---|---|
| Salary: | £30,000.00 to £34,000.00 per year |
| Hours: | Full time |
| Closing date: | 03 July 2025 |
| Location: | Harrogate, North Yorkshire, HG1 1EL |
| Remote working: | On-site only |
| Company: | Search Consultancy LTD |
| Job type: | Permanent |
| Job reference: | Req/669865_1750942999 |
Summary
Experienced Financial Services Administrator
Salary: Negotiable (depending on experience)
Location: Harrogate (Fully Office Based)
Hours: Monday - Friday, 9:00am - 5:00pm
Full-time, Permanent Position
Do you want to be a part of a well-established, client-focused financial advisory firm? Are you passionate about delivering high-quality administrative support in a professional services environment? Our client is seeking an experienced Financial Services Administrator to join their team in Harrogate.
The Key Responsibilities of the Financial Services Administrator:
* Provide administrative support to Advisers and Financial Planners.
* Liaise with policy providers and maintain accurate client records.
* Process new business applications, fund switches, income and withdrawal requests.
* Monitor and manage the progress of applications through to completion.
* Support the team with general administrative tasks and client servicing.
* Experience with dealing processes is advantageous.
The Key Requirements of the Financial Services Administrator:
* Minimum of 2 years' experience in the Financial Services industry, ideally within an IFA or Financial Advisory environment.
* Strong communication and numeracy skills.
* Knowledge of investment products, pensions, SIPPs, and SSASs.
* Experience using Xplan back-office system is desirable but not essential.
* Ability to work effectively as part of a team in a busy office environment.
The Successful Candidates will Receive Excellent Benefits:
* 27 days holiday per annum plus statutory holidays
* Pension contribution
* 2x Death in Service cover
* Free parking
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.