Financial Operations Administrator

Location Harrogate
Discipline: Office Support & Sales
Job type: Permanent
Salary: £23,000 - £26,000
Contact name: Fiona Milne

Contact email:
Job ref: 22371
Published: 26 days ago

​Job Title: Financial Operations Administrator

Location: Harrogate – Office Based

Hours: Full Time

Salary: Up to £26,000

We are seeking an entry-level Operations Administrator to join a National business in their Harrogate office. The ideal candidate will be a confident communicator and have the ability to work independently or part of a team.


• Setting up new client accounts and issuing documentation

• Assisting with fund transfers and ensuring the records are accurate

• Reporting any fund anomalies to the relevant department

• Producing fund reports for clients and 3rd parties

• Following strict company policies and procedures including regular training

• Assisting other departments as and when needed

Skills & Qualifications

• Experience within Wealth Management, not essential but desired

• Excellent administration and database management skills

• Strong communication skills

• High attention to detail

• IT skills including Excel


• Salary between £23,000 - £26,000, depending on experience

• Full time, office based role

• Free parking

• 25 days holiday, plus bank holidays.

• Private Medical Insurance & Life Insurance Scheme

• Company Pension Scheme

• Modern office with onsite parking

Ref: 22371