Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Financial services administrator

Harrogate
Financial services administrator
£13,759 a year
Posted: 13h ago
Offer description

Financial Services Administrator Part time - 21 hours pw (flexible across the week), salary - £12.60 p/h. An exciting opportunity has arisen for a Financial Services Administrator to work within a fast growing, financial planning business in the centre of Harrogate. You will be working in a small, close-knit team to provide efficient and professional support to existing clients and their Advisors. This is a fast-paced work environment, and you will be required to be positive, proactive and maintain high attention to detail whilst under pressure. Key Responsibilities: * Preparing and maintaining client files * Maintain administration systems * Liaise with Advisor to arrange Client meetings/reviews * Prepare business documents * Prepare information/comparisons for analysis by Advisor * Act as point of contact and deal effectively with queries from clients and other parties * Making outbound calls to Product Providers requesting and logging information * Managing inbound phone calls Essential Skills Required: * Excellent written communication skills * Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel) * Good organisation skills * Attention to detail * Manages time effectively with the ability to multi-task * Keeps calm when faced with conflicting demands and handles these effectively * Demonstrates a positive attitude at all times * Works well on own tasks as well as on shared goals as part of a team * Open to change with a creative approach to problem solving * Office administration experience * Excellent face-to-face and telephone client interaction skills and ability to build rapport This position is office based, part time (21hours), flexible across the working week. Please apply ASAP via the link or contact Kitty - Unity Resourcing for more info

Apply
Create E-mail Alert
Job alert activated
Saved
Save
Similar job
Administrator financial services
Wetherby
Burgh Recruitment Limited
Financial services administrator
Similar job
Salesforce cpq administrator (financial services)
Leeds
TECHOHANA
Financial services administrator
€7,583 a month
Similar job
Financial services administrator client delivery · leeds ·
Leeds
The Private Office LLP
Financial services administrator
€60,000 - €80,000 a year
See more jobs
Similar jobs
Banking jobs in Harrogate
jobs Harrogate
jobs North Yorkshire
jobs England
Home > Jobs > Banking jobs > Financial services administrator jobs > Financial services administrator jobs in Harrogate > Financial Services Administrator

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies

© 2025 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save