Financial Services Administrator

2 days ago

Harrogate, United Kingdom Tenet Full time

Harrogate, within easy access of bus and train station

Salary £20,000 - £23,000 depending on experience

An outstanding opportunity has arisen, for an experienced administrator, to join a successful and thriving Financial Advice business based in Harrogate.Priding themselves on their exceptional levels of service, and high-quality standards, you will be apart of a close-knit team who truly have the customer’s individual needs at the heart of everything they do.
The role is a varied and interesting administration position, in which you will have the opportunity to showcase your superb customer service skills, building strong, long-lasting relationships with clients, whilst also carrying out a wide range of administrativeand systems-based tasks in support of a busy team.

Due to the nature of the work, client confidentiality is vital.

Client confidentiality is vital, and compliance with the requirements of the Financial Conduct Authority is, of course, of the utmost importance.

Your key duties will include:

- To act in a professional manner with staff, business associates and clients
- To build rapport with existing and prospective clients
- To maintain client confidentiality
- To answer the main telephone, answer queries, forward calls or take messages as
appropriate
- To receive, distribute or scan and electronically file incoming post
- Processing all new business across private (and some corporate) advice
- Obtaining quotations
- Valuations
- Liaison with product providers, consultants and clients and handling all on going servicing queries
- Establishing and maintaining files and records - data management to operate the company's CRM and workflow management (WFM) systems
- To create and maintain clients' records in the CRM system
- To strive to ensure the completeness and accuracy of data added to the CRM and WFM
systems
- To assist the Advisers in preparation for client meetings, and documenting Financial Advice Services provided, excluding any aspects of analysis, research, and recommendations that are the specific responsibility of the Advisers
- To keep abreast of changes to and comply with relevant Financial Conduct Authority
regulations

This is a dynamic and rewarding role in which you will have the opportunity to further develop your existing administrative and technical skills in a busy and friendly office. Experience of working in a similar role, within Financial Services, specificallyan IFA, would be a great advantage.

You will have a demonstrable background providing first-rate standards of customer service. You’ll need a genuinely “can-do” approach and will have the desire to learn and progress your skills.

Any previous experience of using iO software would be an advantage but if you’ve used other systems and packages and have strong IT skills, training can be provided.

In return you will be fulfilling a rewarding role, receiving a generous salary and benefits package and will have the opportunity to learn and to develop your existing skillset, being supported along the way.

Benefits include:

- 4 x Death In Service
- Auto Enrolment Pension Scheme
- Private Medical Insurance
- 25 Days holiday plus Bank holiday (and additional day off for Birthday)

If you are a quick learner, with the ability to produce high quality, accurate work, have an excellent telephone manner and outstanding communication skills, this could be the role you’ve been waiting for.

  • 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

    4 days 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...

  • Financial Planning Administrator

    8 hours ago

    Harrogate, United Kingdom Search Consultancy Full time

    Financial Planning Administrator Harrogate £24,000 - £30,000 + excellent training, pension, PMI, exam support A successful wealth management organisation in Harrogate are looking to add a hard working and experienced Financial Planning Administrator to their ever growing team. The role is varied but some of the key responsibilities of the role are: -...

  • 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

    6 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

    2 weeks 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

    2 weeks 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 -...

  • Financial Adviser – Wealth Builder

    2 days ago

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

    HarrogateJob title:Financial Adviser – Wealth BuilderReporting to:Regional ManagerDate of Issue:October 2025Role ObjectiveDeliver a holistic financial planning service to prospective and existing clients, providing personalised solutions designed to deliver their financial objectives and to drive new business from existing clients and acquisitions.Key...