Job Opportunity: Financial Services Administrator | Harrogate

An independent financial advisor firm in Harrogate is seeking a skilled financial services administrator to join their team. This is an excellent role for an experienced individual looking to contribute to a professional and supportive environment.

About the Role

As a financial services administrator, you will play a vital role in ensuring the smooth operation of administrative processes. Your responsibilities will include:

* Obtaining quotes and liaising with providers

* Dealing with clients and maintaining excellent service levels

* Supporting advisers and paraplanners with administrative tasks

* Processing and monitoring new business applications

Candidate Requirements

* At least two years of experience working in an IFA firm

* Familiarity with Xplan is an advantage

* Strong communication and organisational skills

* Ability to work both independently and collaboratively

Salary and Benefits

* Salary: £32,000 to £36,000 (dependent on experience)

* Full-time preferred, but part-time will be considered

* Office-based position

* 27 days' holiday per annum, plus statutory holidays

* Group pension scheme

* 2x DIS

* On-site parking

This role offers an excellent opportunity to further your career in financial services administration within a respected IFA firm. If you meet the requirements and are interested in applying, please get in touch with further information or to submit your application