Financial Services Administrator , Wealth Management , Harrogate
JJ Search Ltd - Harrogate, England
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TheCompany: OurclientisahighlysuccessfulandexpandingWealthManagementfirm,widelyrecognisedwithanexcellentreputation. TheRole: ThisisafantasticopportunityforanindividualwhohassomeWealthPlanningAdministrationorClientServicesAdministrationexperiencewhoiskeentopursueaclientadministrativerolewithintheFinancialServicessector-aWealthManagementcompany.ArecentgraduatewhocandemonstrateaninterestinWealthManagementwouldalsobeconsidered. TheFinancialServicesAdministratorrolewillsuitahighlyprocessdrivenindividualwith1-3yearsexperienceinFinancialServicesAdministration - ideallywealthmanagementorfinancialplanning. TheFinancialServicesAdministratorwillprovideahighlevelofadministrativesupporttoateamofWealthPlannersandtheirclients,preparingnewaccountpaperworkandLettersofAuthorityforsigning,FundSwitchesandTransferInstructions. TheFinancialServicesAdministratorwillmanagetheteamdiary,roombookings,outlookinvitationsandinvitationstoclientevents. TheFinancialServicesAdministratorwillmanageClientqueriesandattendclientmeetingsonoccasiontotakenotesandfollowuponactions. TheFinancialServicesAdministratorwillalsohavetheopportunitytolearntheclientsystemsincludingIntelligentOffice TheCandidate: 1/2yearsminimumexperiencewithinasimilarAdministrationorClientAdminsupportrolewithinFinancialServices. ORarecentgraduateinterestedtoworkwithWealthPlanning. Arealinteresttoworkinthewealthmanagementsector. Excellentattentiontodetail,andcapableofworkingtofixeddeadlinesinafast-pacedenvironment. Well-developedinterpersonalskills,andteamplayer ProficientinITSkillsandcompetentintheuseofMSOfficesoftware TPBN1_UKTJ
Created: 2026-04-03