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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:
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Supporting Financial Advisers and Planners with day-to-day administrative tasks
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Liaising with policy providers regarding pensions, investments, and insurance products
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Processing new business applications, fund switches, income and withdrawal requests
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Managing live dealing (online investment instructions)
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Handling desk-based claims
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Ensuring client records are accurately maintained
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Managing workload independently while contributing to a close-knit team
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Communicating professionally with clients and providers
Requirements:
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Minimum 2 years experience in a financial services admin role (IFA experience preferred)
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Strong knowledge of investment products, pensions, SIPPs, and SSASs
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Experience with financial software and Microsoft Office
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Excellent communication and organisational skills
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High attention to detail and ability to prioritise tasks
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A proactive, team-focused attitude with the confidence to work independently
If you're an experienced Financial Services Administrator looking for a long-term role within a friendly and professional environment, we’d love to hear from you.
Apply now or contact Unity Resourcing for more details