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Permanent

Financial Services Administrator

Harrogate
money-bag 30000.00-30000.00 Annual
2971521845
Posted 3 weeks ago

Experienced Financial Services AdministratorSalary: Negotiable (depending on experience)Location: Harrogate (Fully Office Based)Hours: Monday - Friday, 9:00am - 5:00pmFull-time, Permanent PositionDo you want to be a part of a well-established, client-focused financial advisory firm? Are you passionate about delivering high-quality administrative support in a professional services environment? Our client is seeking an experienced Financial Services Administrator to join their team in Harrogate.The Key Responsibilities of the Financial Services Administrator: Provide administrative support to Advisers and Financial Planners. Liaise with policy providers and maintain accurate client records. Process new business applications, fund switches, income and withdrawal requests. Monitor and manage the progress of applications through to completion. Support the team with general administrative tasks and client servicing. Experience with dealing processes is advantageous.The Key Requirements of the Financial Services Administrator: Minimum of 2 years'' experience in the Financial Services industry, ideally within an IFA or Financial Advisory environment. Strong communication and numeracy skills. Knowledge of investment products, pensions, SIPPs, and SSASs. Experience using Xplan back-office system is desirable but not essential. Ability to work effectively as part of a team in a busy office environment.The Successful Candidates will Receive Excellent Benefits: 27 days holiday per annum ..... full job details .....

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