img
Permanent

Financial Services Administrator

Harrogate
money-bag 30000.00-30000.00 Annual
2971375822
Posted Yesterday

Financial Services Administrator Harrogate Office Based, Monday to Friday 9am 5pm £30,000 £32,000 Full time preferred Part time considered Free on-site parking 27 days holiday plus bank holidays Group pension scheme 2x death in service We are recruiting an experienced Financial Services Administrator on behalf of a well-established and highly regarded Independent Financial Adviser firm based in central Harrogate. This is a fantastic opportunity to join a supportive team in a varied and fast-paced administrative role. The successful candidate will have a minimum of 2 years experience in financial services, ideally within an IFA or financial planning environment, and will be confident handling client documentation, liaising with providers, and supporting advisers with investment and pension administration. Key Responsibilities: Supporting Financial Advisers and Planners with day-to-day administrative tasks Liaising with policy providers regarding pensions, investments, and insurance products Processing new business applications, fund switches, income and withdrawal requests Managing live dealing (online investment instructions) Handling desk-based claims Ensuring client records are accurately maintained Managing workload independently while contributing to a close-knit team Communicating professionally with clients and providers Requirements: Minimum 2 years experience in a financial services admin role (IFA experience preferred) Strong knowledge of ..... full job details .....

Other jobs of interest...

Search
HarrogateToday
money-bag30000.00-30000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!