Financial Services Administrator

2 weeks ago

Harrogate, United Kingdom SUCCESSION GROUP LTD TA Succession Wealth Full time

From "start-up" in 2009, Succession Wealth is now one of the leading, independent financial planning and wealth management business’ in the UK. We have over 600 employees and 170 Wealth Advisors providing wealth management and financial planning servicesto individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have an outstanding opportunity for experienced financial services Administrator to join our Client Delivery team in Harrogate. In this fast paced and varied role you will work as part of a highly effective administrationteam supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. **IFA / Wealth Management Administrator** **Basic salary up to £25,000 (DOE)** **Based partly from our Harrogate office blended with some home working** **Excellent benefits** including 25 days annual leave increasing with service, flexible and agile working opportunities to allow for a great work/life balance, Company Maternity and Paternity Pay, a Group Pension scheme, Study Days for relevantexaminations, Cycle2Work Scheme, Employee Assistance Programme, Death in Service and Corporate Gym Discounts. Career progression - as a growing business we have amazing opportunities for progression and we’ll give you all the support you need to reach your career goals including exam sponsorship. You will also receive a pay review annually with performance linkedpay increases. **The role** **On a day to day basis you can expect to be**: - Co-ordinating the Planners diaries and the arranging of client meetings. - Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. - Sending prepared investment information and reports to clients. - Ensuring all data entry is completed accurately and within specified timelines. - Taking ownership and accountability for administration including ensuring the maintenance of correct client records. **To be successful in the role you will need**: - Experience in a fast-paced Financial Services Administration role - Good literacy and numeracy skills with a high degree of accuracy - Excellent interpersonal and organisational skills - Working knowledge of Microsoft Word and Excel packages essential - Knowledge of the UK regulatory system, particularly aspects relevant to Financial Services. - Desirable NVQ Level 3 in Business Administration - The ability to demonstrate behaviours in line with Succession’s Visions and Values: Client Focus, Long term and Sustainable, Integrity, efficiency, nimble and Teamwork

  • Experienced Financial Services Administrator

    2 weeks ago

    Harrogate, United Kingdom Budge and Company Full time

    We are seeking a Financial Services Administrator with at least 2 years’ experience working within the Financial Services industry, ideally, in a similar role within an IFA / Financial Advisory environment. We are looking for someone with good communication and numeracy skills, coupled with knowledge of Investment products, pensions, Investments, SIPPs...

  • Financial Planning Administrator

    19 hours ago

    Harrogate, United Kingdom Lime People Search & Select Ltd Full time

    My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate. We are urgently seeking an IFA Administrator to join the existing Administrative teams on the Financial Planning side of the business, generally you would be responsible for supporting Financial Advisors of the company in day-to-day Administrative...

  • Financial Administrator

    2 weeks ago

    Harrogate, United Kingdom Budge & Co Ltd Full time

    **Overview** We are looking for excellent communication and numeracy skills and a good knowledge of investment products, pensions, SIPPs and SSAS's. This position requires strong organisational skills, attention to detail, and the ability to work collaboratively within a team environment. **Responsibilities** - Maintain accurate client records using the...

  • Customer Support Administrator

    2 weeks ago

    Harrogate, United Kingdom Hurst Point Group Full time

    **Are you awesome at Admin, confident with technology and happy to help people?** Do you have an eagle eye for detail, and experience of working to deadlines? Would you like to join a friendly, growing company, that can provide you with the skills and qualifications to further your career? Then this could be the perfect career move for you **Where do you...

  • Financial Adviser

    2 weeks ago

    Harrogate, United Kingdom Ellis Bates Financial Advisers (now Shackleton) Full time

    Join to apply for the Financial Adviser role at Ellis Bates Financial Advisers (now Shackleton) in Harrogate. Job Title: Financial Adviser. Reporting to: Regional Manager. Date of Issue: October 2025. Role Objective Deliver a holistic financial planning service to prospective and existing clients, providing personalised solutions designed to deliver their...

  • Financial Planning Administrator

    3 days ago

    Harrogate, United Kingdom Idex Full time

    We are working with a Financial firm based in Harrogate who are looking to recruit their next Financial Planning Administrator. Our clients are well established and are looking for an experienced Financial Planning Administrator who can join their growing team. **Key Duties and Responsibilities**: - Maintaining client records - Supporting client journey -...

  • Client Services Administrator

    1 week 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...

  • Financial Adviser – Wealth Builder

    2 weeks ago

    Harrogate, United Kingdom Ellis Bates Financial Advisers (now Shackleton) Full time

    Financial Adviser – Wealth Builder Ellis Bates Financial Advisers (now Shackleton) Harrogate Job details Job title: Financial Adviser – Wealth Builder Reporting to: Regional Manager Date of Issue: October 2025 Role Objective Deliver a holistic financial planning service to prospective and existing clients, providing personalised solutions designed to...

  • Client Services Administrator

    1 week ago

    Harrogate, United Kingdom Synergy Car Leasing Full time

    Job Advert **Client Services Administrator**: The Client Services Administrator supports our Client Services team in day-to-day administration and customer telephone contact, and reports into the Client Services Director. **Responsibilities**: - Responding to in-life queries and contract amend requests - Creating Vehicle Orders from internal systems -...

  • Customer Service Administrator

    1 week ago

    Harrogate, United Kingdom Synergy Car Leasing Full time

    Job Advert **Client Services Administrator** The Client Services Administrator supports our Client Services team in day-to-day administration and customer telephone contact, and reports to the Client Services Director. **Responsibilities**: - Responding to in-life queries and contract amend requests - Creating Vehicle Orders from internal systems -...