Financial Planning Administrator – Harrogate
Salary: £32,000 - £36,000 (dependent on experience)
Full-time preferred | Part-time considered | Office-based
A well-established firm of Independent Financial Advisers (IFAs) based in Harrogate is looking for an experienced Financial Planning Administrator to join their team.
The Role
As a key part of the support team, you will provide essential administrative assistance to Advisers and Paraplanners. Your responsibilities will include:
* Obtaining quotes and processing new business
* Client communication and liaison with providers
* Monitoring transactions and ensuring smooth client service
* Supporting Advisers and Paraplanners with administrative tasks
* Using Xplan (experience with this system is an advantage)
About You
The ideal candidate will be highly organised and proactive, with:
* At least two years' experience in an IFA firm as a Financial Planning Administrator
* Strong attention to detail and ability to work independently and as part of a team
* Confidence in dealing with providers and clients
* A professional and customer-focused approach
What’s on Offer
* Competitive salary (£32,000 - £36,000, based on experience)
* 27 days’ holiday plus statutory holidays
* Group pension scheme
* 2x Death in Service benefit
* Free on-site parking
* Office hours: Monday to Friday, 9:00 am – 5:00 pm (45 min lunch, unpaid)
* Please note: This is an office-based role with no hybrid working.
If you are an experienced Financial Planning Administrator looking for your next opportunity in a supportive and professional environment, we’d love to hear from you