Financial Administrator

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...

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...

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 -...

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...

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 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...

**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...

Sewell Wallis are currently recruiting for a Financial Controls Specialist to work for a FS business on the outskirts of Harrogate. Working within the Advisory division, this role is pivotal in ensuring that there is a standard control framework across the whole of finance. Reporting to the Group Financial Controller, your responsibilities will include: -...

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**IFA Administrator** **Location: Harrogate** **Salary: £18,000 - £25,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their Chartered...