Financial Services Administrator

Unity Resourcing Ltd; Harrogate; On-site; GBP 30,000 - 32,000; Full time

Job summary

A leading Independent Financial Adviser firm in Harrogate is seeking an experienced Financial Services Administrator. This full-time position involves supporting advisers, managing administrative tasks, and requires a minimum of 2 years' experience in a financial services environment. The firm offers a collaborative work culture along with competitive benefits including 27 days holiday and a group pension scheme.

Benefits

Free on-site parking

27 days holiday plus bank holidays

Group pension scheme

2x death in service benefit

Qualifications

• Minimum 2 years experience in a financial services admin role.
• Strong knowledge of pensions, SIPPs, and SSASs.
• Excellent communication and organisational skills.

Responsibilities

• Support Financial Advisers with administrative tasks.
• Liaise with policy providers.
• Process new business applications and manage client records.

Skills

Knowledge of investment products

Communication skills

Organisational skills

Attention to detail

Tools

Financial software

Microsoft Office

Job description

Financial Services Administrator

Harrogate Office Based, Monday to Friday 9am 5pm
£30,000 £32,000 Full time preferred Part time considered
Free on-site parking 27 days holiday plus bank holidays Group pension scheme 2x death in service

We are recruiting an experienced Financial Services Administrator on behalf of a well-established and highly regarded Independent Financial Adviser firm based in central Harrogate. This is a fantastic opportunity to join a supportive team in a varied and fast-paced administrative role.

The successful candidate will have a minimum of 2 years experience in financial services, ideally within an IFA or financial planning environment, and will be confident handling client documentation, liaising with providers, and supporting advisers with investment and pension administration.

Key Responsibilities:

• Supporting Financial Advisers and Planners with day-to-day administrative tasks

• Liaising with policy providers regarding pensions, investments, and insurance products

• Processing new business applications, fund switches, income and withdrawal requests

• Managing live dealing (online investment instructions)

• Handling desk-based claims

• Ensuring client records are accurately maintained

• Managing workload independently while contributing to a close-knit team

• Communicating professionally with clients and providers

Requirements:

• Minimum 2 years experience in a financial services admin role (IFA experience preferred)

• Strong knowledge of investment products, pensions, SIPPs, and SSASs

• Experience with financial software and Microsoft Office

• Excellent communication and organisational skills

• High attention to detail and ability to prioritise tasks

• A proactive, team-focused attitude with the confidence to work independently

If you're an experienced Financial Services Administrator looking for a long-term role within a friendly and professional environment, we d love to hear from you.

Apply now or contact Unity Resourcing for more details.