Current jobs related to Financial Services Administrator - Harrogate, North Yorkshire - Lime Search & Select Ltd
-
Senior Financial Services Administrator
4 weeks ago
Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full timeJob Summary:NJR Recruitment is pleased to be representing a leading firm of Independent Financial Advisers who is seeking an experienced IFA Administrator to join their team. The successful candidate will provide full administrative support to high net worth clients, processing new business applications, placing investment trades, and liaising with clients,...
-
Financial Services Administrator
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full timeWe are seeking a highly organized and detail-oriented Finance Administrator to join our team on a part-time basis. As a key member of our cash department, you will be responsible for ensuring the smooth operation of our financial processes and maintaining accurate records.Daily Responsibilities:Client Money CalculationCheck HSBC Net – allocate cash...
-
Senior Financial Services Administrator
3 weeks ago
Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full timeJob OverviewNJR Recruitment is pleased to represent a leading firm of Independent Financial Advisers, seeking an experienced IFA Administrator to join their established team.Key Responsibilities:Providing administrative support to the IFA teamManaging client data and recordsCoordinating daily operations and tasksEnsuring compliance with regulatory...
-
Senior Financial Services Administrator
4 weeks ago
Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full timeNJR Recruitment is pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced IFA Administrator to join their small and well-established team.What's in it for you?Competitive basic salaryGenerous holiday entitlementFlexible working arrangementsExcellent pension schemeDeath in service coverCritical illness...
-
Senior Financial Services Administrator
4 weeks ago
Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full timeNJR Recruitment is pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced IFA Administrator to join their small and well-established team.What's in it for you?Competitive basic salaryGenerous holiday entitlementFlexible working arrangementsExcellent pension schemeDeath in service coverCritical illness...
-
Senior Financial Services Administrator
3 weeks ago
Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full timeJob Title: Senior IFA AdministratorAbout the Role:NJR Recruitment is pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced IFA Administrator to join their small and well-established team.Key Responsibilities:Providing full administrative support to high net worth clientsProcessing new business...
-
Senior Financial Services Administrator
4 weeks ago
Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full time{"h1": "Job Opportunity: IFA Administrator", "p": "NJR Recruitment is pleased to represent a leading firm of Independent Financial Advisers seeking an experienced IFA Administrator to join their small and well-established team.", "ul": [{"li": "Excellent basic salary"}, {"li": "30 Days Holiday + Bank Holidays"}, {"li": "Close for Christmas"}, {"li": "Hybrid...
-
AAT Financial Administrator
4 weeks ago
Harrogate, North Yorkshire, United Kingdom SI Recruitment Full timeFinance Administrator Job OpportunityWe are seeking a highly organized and detail-oriented Finance Administrator to join our team at SI Recruitment. The successful candidate will be responsible for maintaining accurate financial records, administering admissions contracts, and providing support to the finance team.Key Responsibilities:Maintain detailed...
-
AAT Financial Administrator
4 weeks ago
Harrogate, North Yorkshire, United Kingdom SI Recruitment Full timeFinance Administrator Job OpportunityWe are seeking a highly organized and detail-oriented Finance Administrator to join our team at SI Recruitment. The successful candidate will be responsible for maintaining accurate financial records, administering admissions contracts, and providing support to the finance team.Key Responsibilities:Maintain detailed...
-
AAT Financial Administrator
4 weeks ago
Harrogate, North Yorkshire, United Kingdom SI Recruitment Full timeFinance Administrator Job Description We are seeking a highly organized and detail-oriented Finance Administrator to join our team at SI Recruitment. As a Finance Administrator, you will be responsible for maintaining accurate and up-to-date financial records, administering admissions contracts, and liaising with third parties regarding funding and...
-
Senior Financial Services Coordinator
4 weeks ago
Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full timeJob OpportunityNJR Recruitment is pleased to represent a leading firm of Independent Financial Advisers seeking an experienced IFA Administrator to join their team.Key Benefits:Competitive basic salaryGenerous holiday entitlementFlexible working arrangementsEnhanced pension schemeDeath in service coverCritical illness coverIncome protectionThis is a...
-
AAT Financial Administrator
4 weeks ago
Harrogate, North Yorkshire, United Kingdom SI Recruitment Full timeFinance Administrator Job OpportunityWe are seeking a highly organized and detail-oriented Finance Administrator to join our team at SI Recruitment.About the RoleThis is an exciting opportunity for a finance professional to provide administrative support to our finance team. The successful candidate will have a strong background in finance, excellent...
-
AAT Financial Administrator
4 weeks ago
Harrogate, North Yorkshire, United Kingdom SI Recruitment Full timeFinance Administrator Job OpportunityWe are seeking a highly organized and detail-oriented Finance Administrator to join our team at SI Recruitment.About the RoleThis is an exciting opportunity for a finance professional to provide administrative support to our finance team. The successful candidate will have a strong background in finance, excellent...
-
Financial Services Administrator
5 days ago
Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full timeWe are seeking a skilled Finance Administrator to assist with the smooth running of our cash department and its processes. Your primary responsibility will be to keep the Cash Manager up to date with any issues.Daily Tasks:Client Money CalculationCheck HSBC Net – allocate cash receivedAuto SettlementMarket Maker Payments & ReceiptsIncome Payment...
-
Senior Financial Services Coordinator
3 weeks ago
Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full timeNJR Recruitment is pleased to represent a leading firm of Independent Financial Advisers, seeking an experienced IFA Administrator to join their established team.Key Benefits:Competitive basic salaryGenerous holiday entitlementFlexible working arrangementsEnhanced pension schemeDeath in service coverCritical illness coverIncome protectionThe successful...
-
Financial Administrator
4 weeks ago
Harrogate, North Yorkshire, United Kingdom IPS Finance Full timeFinancial AssistantIPS Finance is seeking a highly organized and detail-oriented Financial Assistant to join their team. As a key player in the Finance department, you will be responsible for supporting a wide range of activities to keep the finances running smoothly.Key Responsibilities:Manage and maintain accurate and up-to-date financial recordsAdminister...
-
Financial Administrator
4 weeks ago
Harrogate, North Yorkshire, United Kingdom IPS Finance Full timeFinancial AssistantIPS Finance is seeking a highly organized and detail-oriented Financial Assistant to join their team. As a key player in the Finance department, you will be responsible for supporting a wide range of activities to keep the finances running smoothly.Key Responsibilities:Manage and maintain accurate and up-to-date financial recordsAdminister...
-
Administrative Services Manager
4 weeks ago
Harrogate, North Yorkshire, United Kingdom https:jobs-redefined.cositemap Full timeHenshaws is a leading charity supporting individuals with sight loss and disabilities to achieve their full potential. Our mission is to empower people to build skills, confidence, and independence. We are seeking an experienced Administration Manager to lead our administrative support services, including reception, in a specialist college environment.Key...
-
Financial Services Professional
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Artemis Recruitment Consultants Ltd Full time{"h3": "Job Title: Financial Services Professional", "p": "Artemis Recruitment Consultants Ltd is seeking a highly skilled Financial Services Professional to join their team in Harrogate. As a key member of the team, you will be responsible for providing expert advice and guidance to clients on financial matters. Responsibilities: * Provide financial...
-
Financial Planning Coordinator
3 weeks ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeWe are seeking an experienced Financial Planning Administrator to provide full administrative support to a team of Financial Planners / Advisers at Lime People Search & Select Ltd. The successful candidate will be responsible for:Key Responsibilities:Providing administrative support to a team of Financial Planners / AdvisersManaging client queries and...
Financial Services Administrator
2 months ago
About the Role:
We are seeking an experienced Administrator to join our team at Lime Search & Select Ltd. As an Administrator for Independent Financial Advisers, you will play a crucial role in supporting our Financial Advisory firm in providing Financial Solutions and Independent Financial Advice to individuals and businesses in the Yorkshire area.
Key Responsibilities:
- Process and monitor new business applications for Directors and Financial Advisors
- Liaise with clients and product providers to ensure compliance and provide support
- Collate and complete required documentation, prepare for meetings, and handle general servicing inquiries
- Coordinate promotions, client mailers, and document scanning
- Take calls from product providers and clients
Requirements:
- 1-3 years of experience in an Administrative role within a Financial Advisory or Financial Services firm
- Understanding of investments, pensions, life assurance, permanent health insurance, and personal tax
- Working knowledge of systems used within the business, such as Fusion, Enable, Transact, and platforms like Quilter & Standard Life
- Strong IT skills with knowledge of Microsoft Office
- GCSE with good grades in English & Maths
What We Offer:
We are looking for a motivated and organized individual who is passionate about delivering exceptional support to our team. If you have a strong work ethic and a desire to learn and grow, we encourage you to apply for this exciting opportunity.
