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- Tasks: On-board new clients and manage adviser projects from start to finish.
- Company: Dynamic financial services business in Harrogate with a supportive team.
- Benefits: Hybrid working, 25 days holiday, and on-site parking.
- Why this job: Join a growing team and make a real impact in client relationships.
- Qualifications: Experience as an IFA Administrator and strong communication skills.
- Other info: Enjoy a balanced work-life with a 9-5 schedule and career growth opportunities.
The predicted salary is between 24000 - 36000 £ per year.
A financial services business in Harrogate is recruiting for an administrator to join their on-boarding team. You will be responsible for the on-boarding of their new clients. Once you are up and running with the processes, you will be allocated your own new advisers so you would be the main contact for their on-boarding and for you to be able to see each project through from start to finish.
Job Details:
Location: Harrogate
Salary: £28,000-£30,000
Duties:
- Processing the new clients\’ packs, which includes signed client agreements, fact finds and Letters of Authority.
- Creating the new client profiles on the back-office system, including the policies.
- Sending off the letters of authority to the platforms/providers and chasing these to ensure the plans are transferred to the new agency.
- Updating the back-office system with the plan information.
- Ensuring all agreed on-going fees are set up and paid.
- Setting up the platform/provider agencies for the new adviser.
Requirements:
- You must have experience of working as an IFA Administrator.
- IT literate.
- Excellent communication skills.
- Attention to detail.
Benefits:
- Hybrid working after probationary period of 2 days WFH.
- 25 days holiday plus bank holiday and the Christmas period off.
- Walking distance to the town centre, bus/train station.
- On-site parking close.
- 9-5pm Monday to Friday 35hrs/week.
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Financial Services Administrator, Harrogate, £28,000-£30,000 employer: Nfuzion
Contact Detail:
Nfuzion Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator, Harrogate, £28,000-£30,000
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about openings. A friendly chat can sometimes lead to opportunities that aren't even advertised.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We want you to show that you're not just a fit for the role, but also for the team. Tailor your answers to reflect how your skills align with their needs.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to get comfortable with common questions. The more you rehearse, the more confident you'll feel when it’s time to shine.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Financial Services Administrator, Harrogate, £28,000-£30,000
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight your experience with client on-boarding and any relevant administrative skills that match what we’re looking for.
Craft a Compelling Cover Letter: Your cover letter should tell us why you’re the perfect fit for our team. Share specific examples of your past work, especially in financial services, and how you can contribute to our on-boarding process.
Show Off Your Attention to Detail: In this role, attention to detail is key! Make sure your application is free from typos and errors. We want to see that you can handle important documents with care right from the start.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Nfuzion
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and the specific duties of an administrator. Familiarise yourself with client onboarding processes, as well as any relevant regulations. This will show that you're not just interested in the role, but that you understand it too.
✨Show Off Your Communication Skills
Since excellent communication is key for this role, prepare examples of how you've effectively communicated with clients or colleagues in the past. Think about times when you had to explain complex information clearly or resolve misunderstandings.
✨Attention to Detail is Key
This job requires a keen eye for detail, so be ready to discuss how you ensure accuracy in your work. Bring examples of how you've caught mistakes before they became issues, or how you maintain organisation in your tasks.
✨Ask Smart Questions
Prepare thoughtful questions about the company culture, team dynamics, and the onboarding process. This shows your genuine interest in the role and helps you determine if it's the right fit for you. Plus, it gives you a chance to engage with your interviewers!
