Financial Services Administrator

ur client based in Harrogate is recruiting for a Financial Services Administrator. The role is working full time Monday - Friday, 9am-5pm and in return they are offering a salary of between £32,000p/a and £38,000 p/a dependant on experience. There would be a consideration for working part time. You will need at least two years' experience working for an IFA firm. Other responsibilities: - Experienced in obtaining quotes, dealing with clients - Liaising with Providers - Providing support to Advisers and Paraplanners - Experience with Xplan and advantage - Processing and monitoring new business - Ensuring clients records are kept up to date on the back office system - Dealing with online investment instructions - To ensure smooth running of the Department to support the Consultants and Financial Planners - Understand and comply with Consumer Duty principles You must be proficient with all MS packages and have the ability to work on your own initiative and as part of a team

Location: Killinghall, GB

Posted Date: 2/2/2025