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Client:
Si Recruitment
Location:
Harrogate, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
1f109a11eaab
Job Views:
6
Posted:
14.07.2025
Expiry Date:
28.08.2025
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Job Description:
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
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.
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