Financial Services Administrator

Location Harrogate
Discipline: Office Support & Sales
Job type: Permanent
Salary: £25,000 - £30,000
Contact name: Georgie Williams

Contact email: georgie@sirecruitment.com
Job ref: 22974
Published: 2 days ago

We are seeking a detail-oriented and highly organised Financial Services Administrator to join a reputable Financial Services business based in Central Harrogate. This role plays a crucial role in supporting the Advisors and Financial Planners. This position requires excellent communication and numeracy skills.

Duties:

  • Update and maintain accurate client records.

  • Liaising with policy providers, processing new business applications, fund switches, income withdrawal requests.

  • Ensuring compliance with financial regulations and internal policies

  • Administrative tasks

Requirements:

  • Previous experience in a financial administration role.

  • Proficiency in financial software and Microsoft Office Suite, particularly Excel.

  • Strong analytical skills and excellent organisational skills.

Benefits:

  • Pension scheme

  • Free parking

  • 27 days' holiday plus BH

  • Death in Service benefit