Financial Services Administrator , Wealth Management , Harrogate

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