Client Services Administrator

7 days ago


Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Full time £25,000 - £40,000 per year
Job Description

My client is one of the UK's leadfing Independent Wealth Management and Financial Planning firms, covering most of the UK, offering Wealth & Financial Planning Advice to both Businesses, Corporate firms and HNW Individuals.

We are urgently seeking a Client Services Administrator to be located within the companies Harrogate offices. You will work as part of a Team of Administrators whom enable the Financial Planners of the firm to maintain a portfolio of High Net Worth clients, by liaising with policy providers to gain information, obtaining policy illustrations, updating and maintaining inernal databases and processing of all new business applications and tracking the process through to competion.

Specific duties of the role will include:

  • Preparing documentation for client meetings
  • Undertaking general office duties, filing, scanning, post etc
  • Completion of Client Reports
  • Sending prepared Investment information to clients
  • Responding top client Administration enquiries, face to face, or through telecommunications or letters
  • Develop processes to support Financial Advisers and Paraplanners
  • Liaise with product providers as / when necessary
  • Assisting with the development of client relationships to enable client retention
  • Assist in the identifacation and development of new clients

We are seeking a candidate who has at least 2 years experience working within the Financial Services industry, ideally within a similar role within an IFA / Financial Advisory environment, coupled with good communication and numeracy skills. It would be to your advantage if you have any knowledge of Investment products, Pensions, Investments, SIPP, ISA, and also if you have any knowledge of Model Office.



  • Harrogate, North Yorkshire, United Kingdom Titan Wealth Full time £25,000 - £35,000 per year

    About usThe Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose...


  • Harrogate, North Yorkshire, United Kingdom Lookers Motor Group Limited Full time £306,000 - £324,000 per year

    OverviewFleet Services AdministratorSalary: £25,500 - £27,000 per annum plus performance-related bonus potential, subject to achieving agreed financial targetsLocation: Harrogate | Lookers Leasing LimitedAre you an organised administrator with a passion for delivering excellent customer service?Lookers Leasing Limited is looking for a proactive Fleet...


  • Harrogate, North Yorkshire, United Kingdom Talent Flow Partners Full time £25,000 - £35,000 per year

     Private Client Solicitor - Harrogate The firm is a full-service law firm based in Harrogate.They are a down-to-earth, friendly firm. There are a total of 23 members of staff across our Leeds and Harrogate offices, with further expansion plans in 2026. The firm is a thriving and expanding law practice committed to serving individuals and businesses with an...


  • Harrogate, North Yorkshire, United Kingdom Talent Flow Partners Full time £30,000 - £45,000 per year

     Private Client Paralegal - Harrogate The firm is a full-service law firm based in Harrogate.They are a down-to-earth, friendly firm. There are a total of 23 members of staff across our Leeds and Harrogate offices, with further expansion plans in 2026. The firm is a thriving and expanding law practice committed to serving individuals and businesses with an...


  • Harrogate, North Yorkshire, United Kingdom Hawthorne-Finch Talent Solutions Full time £45,000 - £65,000 per year

    Job DescriptionPrivate Client Solicitor – Yorkshire – £45,000–£65,000 + Hybrid Working & Excellent Benefits3–6 PQE (NQ with prior experience considered) | Legal 500 Ranked Team | Flexible/Part-Time Options AvailableThe OpportunityWe are working with a well-established and highly regarded regional law firm to recruit a Private Client Solicitor to...


  • Harrogate, North Yorkshire, United Kingdom Adler & Allan Full time £35,000 - £45,000 per year

    Payroll AdministratorHarrogate – Hybrid working (3 days per week for the first two months)Permanent, Full timeCompetitive salary plus benefitsAdler & Allan is the UK's most trusted environmental services partner, providing comprehensive consultancy and engineering solutions to help organisations manage environmental risk, ensure compliance, and achieve ESG...


  • Harrogate, North Yorkshire, United Kingdom Andway Healthcare Ltd Full time £28,000 - £35,000 per year

    Company OverviewAndway Healthcare Ltd is a well-established, family-run business dedicated to transforming service standards in the care industry. For over 25 years, we've supported care homes across the UK with quality products, reliable service, and personalised support. Our goal is simple — to help care homes care more. We're proud that 100% of our...


  • Harrogate, North Yorkshire, United Kingdom Royal Horticultural Society Full time £18,650 - £23,800 per year

    Job Title:Learning AdministratorLocation:RHS Garden Harlow CarrSalary:£23,800 (pro rota)Hours:P/T22.5 hours (term time only)Contract:Fixed term – to July 2026This is an exciting time to join the Learning in Gardens Team at RHS Garden Harlow Carr as we grow and develop our School Visits programme. We are looking for a Learning Administrator to coordinate...

  • Bank Administrator

    18 hours ago


    Harrogate, North Yorkshire, United Kingdom Spire Healthcare Group plc Full time £20,000 - £40,000 per year

    Bank Administrator | Harrogate Clinic | Full Time | 0 Hour Flexible working | Multiple shifts This is a Bank role which is a 0-hour contract and you will be covering annual leave and Sickness etc. Below is the hours you could possibly work.8 -4, , Mon to Fri; SaturdaySpire Healthcare is one of the UK's leading independent hospital groups and the largest in...


  • Harrogate, North Yorkshire, United Kingdom Scape Student Living Full time £25,000 - £35,000 per year

    Scape Finance TeamThe Scape UK finance team is based in Harrogate and provides accounting and finance to the UK assets, including management companies, operational assets and development assets. The teams work includes investor reporting, management accounting, statutory reporting, accounts payable, accounts receivable and payroll.Location: HarrogateHours:...