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Financial Services Administrator

Location: HARROGATE, NORTH YORKSHIRE, UNITED KINGDOM Salary: 20,000-25,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 7 months ago Reference: X3-318448

Client Servicing Administrator
Up to £25,000
Permanent, Full time 


Have you got experience working in Financial Services??

REED Harrogate are recruiting for our client who is a nationwide wealth management firm based in Harrogate. They are looking for a dedicated and experienced administrator to join their Client Services Team.


The role will involve:

Booking of review meetings in line with requirements 
Dealing with enquiries from clients and third parties
Set up cases and monitoring on an on-going basis
Collect any missing information in a speedy and efficient manner 
Ensure key admin tasks are completed within time scale 
Ensure the business comply with FCA regulations 
Conduct personal learning and development as required 
Ensure the business comply with all other relevant legislation 
Undertake all other duties as required


Salary is up to £25,000

On-site car parking

Pension Contribution

If this is of interest then do not hesitate to apply!

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