Financial Services Administrator

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

Location: Killinghall, GB

Posted Date: 5/20/2025