Business Support Administrator

3 weeks ago


Harrogate, United Kingdom Kingswood Group Full time

Working within our Business Support team in Harrogate, alongside the wider operations team, you will be integral to the provision of our discretionary asset management services to advisers/clients. Supporting with regular operational and administrative tasks, dealing with adviser queries, and ensuring strong service standards are maintained.

**RESPONSIBILITIES**

**The duties associated with this role include, but will not be limited to**:

- Maintaining data within business logs and internal systems
- Processing new business and providing management information
- Data input and ongoing management of client records
- Supporting data provision to third parties (e.g risk profilers/DD tools)
- Portfolio maintenance and management of permissions on platform (eg Quilter, Abrdn).
- Creating and updating portfolio documentation such as quarterly fact sheets.
- General customer (adviser) and administration support across all areas of the business.

The role will involve assisting in the administration of client data and investments, requiring strong attention to detail and diligence throughout the process.

**SKILLS AND EXPERIENCE**
- Proficient in Microsoft Suite - Excel especially.
- Ability to work under pressure and prioritise key tasks throughout the day
- Excellent communication/organisational skills, ability to work to strict deadline

**Our benefits**
- 26 days annual leave including a day off for your birthday (plus bank holidays)
- Contributory pension scheme
- Private Healthcare
- Life assurance
- Health insurance
- 2 charity volunteer days
- Employee recognition
- Recruitment referral
- Career Development
- Cycle to work scheme

**About Kingswood**

Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed integrated wealth management group, with more than 19,000 active clients and c. £12 billion of Assets under Management. It has a growing network of offices across the UK as well as offices in New York and Johannesburg. Clients range from private individuals to some of the UK’s largest universities. The Group’s vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology to support our advisers and clients.

**Our Diversity, Equality and Inclusion commitment


  • Administrator

    3 weeks ago


    Harrogate, United Kingdom Reed Business Support Full time

    **Data Administrator** **Harrogate** **Permanent, Full time** **£20,000 - £22,000 DOE** Reed Harrogate have an exciting opportunity for a Data Administrator to join our client based in central Harrogate. This is a rare opportunity to join a growing business with a clear career development strategy. **The role will involve**: - Providing...


  • Harrogate, United Kingdom Reed Business Support Full time

    **Resourcing Administrator** **Harrogate** **Permanent, Full time** **£18,000 - £22,000 DOE + Bonus** Reed Harrogate are recruiting for an exciting opportunity for a Specialist Recruitment Firm in Central Harrogate. This is an exciting opportunity to start your administration career in a forward thinking business who offer full support and...


  • Harrogate, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** *** Harrogate £22000 - £25000 05/03/2024 NJR14653 DESCRIPTION NJR Recruitment are pleased to be recruiting for a national brand of financial planners who are looking to expand their team based in Harrogate with an experienced Administrator. What\'s in it for you? 25 days annual leave & Bank...


  • Harrogate, North Yorkshire, United Kingdom Kingswood Group Full time

    Working within our Business Support team in Harrogate, alongside the wider operations team, you will be integral to the provision of our discretionary asset management services to advisers/clients. Supporting with regular operational and administrative tasks, dealing with adviser queries, and ensuring strong service standards are...

  • New Business Manager

    2 weeks ago


    Harrogate, United Kingdom Reed Business Support Full time

    **New Business Manager** **Harrogate** **Permanent, Full time** **£25,000 (OTE £40,000)** Reed Harrogate have an exciting opportunity for a New Business Manager, this is an exciting opportunity for someone to join a growing and expanding business. They are a market leader in the holiday sector, the role will be field based covering the York andSouth...

  • Payroll Administrator

    4 weeks ago


    Harrogate, United Kingdom Page Personnel Secretarial & Business Support Full time

    Page Personnel are currently working with a well-established environmental business based in Harrogate that have an exciting opportunity for a Payroll Administrator to join their growing team on a permanent basis. **Client Details** Page Personnel are currently working with a well-established environmental business based in Harrogate that have an exciting...


  • Harrogate, United Kingdom North Yorkshire County Council Full time

    **Job Title**: Business Support Administrator **Location**:Harrogate **Salary Grade**: CD **Contract Type**: Permanent - Full Time **Closing Date**: 9th July 2023 **Interview Date**: 19th July 2023 **About the role**: Are you a ‘people person’ looking for a role where you can engage with various members of the public? We are looking for someone to...


  • Harrogate, United Kingdom Impression Recruitment Full time

    Varied role - Excellent company culture - Great location Impression Recruitment are delighted to be working with a leading Harrogate based professional services firm offering accountancy, tax and business advisory services to a range of clients across the UK. They are known for being experts in their field and due to growth are now looking to recruit...

  • Pa

    2 months ago


    Harrogate, United Kingdom Reed Business Support Full time

    **PA - Harrogate - Full time - permanent** A rare opportunity has arisen to work for a successful professional services firm located in Harrogate. This role will be supporting two Partners daily providing traditional PA duties as well reception and administrative tasks. Salary is £30,000 + fantastic benefits package, pension and healthcare, 25 days...

  • Pa

    3 weeks ago


    Harrogate, United Kingdom Reed Business Support Full time

    **PA - Harrogate - Full time - permanent** A rare opportunity has arisen to work for a successful professional services firm located in Harrogate. This role will be supporting two Partners daily providing traditional PA duties as well reception and administrative tasks. Salary is £30,000 + fantastic benefits package, pension and healthcare, 25 days...


  • Harrogate, United Kingdom Unity Resourcing Full time

    **Business Administrator** An exciting opportunity to join a supportive, growing business based in Harrogate. As Business Administrator you will support a small friendly team with a range of responsibilities including providing client support and managing projects. Full time Monday - Friday 8:45am-5pm, salary is between £24,000 - £26,000 p/a based on...


  • Harrogate, United Kingdom Unity Resourcing Full time

    **Business Administrator** An exciting opportunity to join a supportive, growing business based in Harrogate. As Business Administrator you will support a small friendly team with a range of responsibilities including providing client support and managing projects. Full time Monday - Friday 8:45am-5pm, salary is between £23,000 - £25,000 p/a based on...

  • Credit Controller

    4 weeks ago


    Harrogate, United Kingdom Reed Business Support Full time

    **REED are working exclusively with a Harrogate client who is looking to recruit an experienced Credit Controller for a temporary assignment with the potential to turn permanent and with an immediate start available.** As a Credit Controller for our client, you will be responsible for the Key Accounts in the Ground Force Division. **The role involves**: -...

  • Credit Controller

    4 weeks ago


    Harrogate, United Kingdom Reed Business Support Full time

    **REED are working exclusively with a Harrogate client who is looking to recruit an experienced Credit Controller for a temporary assignment with the potential to turn permanent and with an immediate start available.** As a Credit Controller for our client, you will be responsible for the Key Accounts in the Ground Force Division. **The role involves**: -...

  • Receptionist

    3 weeks ago


    Harrogate, United Kingdom Reed Business Support Full time

    **REED are looking for an experienced Receptionist** for one of our Harrogate clients. We are looking for someone who is friendly, bubbly & comfortable with meeting & greeting customers at the front of house. The Receptionist will assist inthe day-to-day organisation of the business with emphasis on providing a professional service to customers and...


  • Harrogate, North Yorkshire, United Kingdom Harrogate Homeless Project Full time

    BUSINESS SUPPORT OFFICERREPORTS TO:CEOPurpose of the role:To be responsible for providing a range of business duties, including administrative, budget, HR and project related support to theCEO, management team and Board of Trustees, where required, to support the smooth management of the charity.Main Duties Executive business support for the Board of...


  • Harrogate, United Kingdom Craven College Apprenticeships Full time

    Lawrence Neil Wealth Management provides investment and wealth management services to a large portfolio of high-end clients. The Business Administration Apprentice role offers excellent development potential for a committed individual seeking challenging work and responsibility and the opportunity to develop business administration skills and knowledge of...


  • Harrogate, United Kingdom Evolve Psychology Services Full time

    **Company description** We are an independent psychology practice with bases in Harrogate and Huddersfield specialising in neuro developmental assessments and emotional wellbeing therapeutic services for children, young adults, adults and families. We also undertake expert witness assessments. We have been awarded NHS contracts offering combined...


  • Harrogate, North Yorkshire, United Kingdom Craven College Apprenticeships Full time

    Lawrence Neil Wealth Management provides investment and wealth management services to a large portfolio of high-end clients. The Business Administration Apprentice role offers excellent development potential for a committed individual seeking challenging work and responsibility and the opportunity to develop business administration skills and knowledge of...


  • Harrogate, United Kingdom Babcock International Full time

    **Business Administration Apprentice**: - Location: Harrogate, GB, HG3 2RE- Onsite or Hybrid: OnSite**Work for the world you want to live in.** Wouldn’t you want to live in a world where people, populations and the planet thrive? Where technology protects rather than threatens. Where societies feel safe and secure. Where cities and continents feel part...