Finance Administrator

Location Harrogate
Discipline: Office Support & Sales
Job type: Permanent
Salary: £24,000 - £28,000
Contact name: Fiona Milne

Contact email:
Job ref: 21937
Published: 7 months ago

​Job Role: Finance Administrator

Location: Harrogate Town Center

Hours: Full Time, Office Based

Salary: £24,000 - £28,000

We're seeking a detail-oriented individual to join a small office as a Finance Administrator. Your role will be crucial in supporting Financial Advisors and ensuring a seamless client experience. Strong organizational skills and a client-focused mindset are key.


• Manage Financial Planner's diary, coordinate client information for meetings

• Update Client Software and Financial Analytics systems

• Prepare Investment Valuation Reports and pre-meeting materials

• Handle client calls and communication with Investment/Pension Providers

• Utilize Client Software and other tools for record-keeping

• Manage general administration tasks and ensure compliance with regulatory requirements


• Strong organizational and communication skills

• Proficient in Microsoft programs and Client Management Software

• Knowledge of financial service regulations

• Experience with supporting financial advisors

Ref: 21937