Finance Administrator – IFA – Harrogate

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Finance Administrator – IFA – Harrogate

Finance Administrator required for a well-established organisation based in Harrogate, where you will play a key part in the day-to-day support and administration of a range client focused activities, to ensure an efficient and excellent client service. This will include the preparation of documentation for client appointments, arranging client meetings and ensuring internal records/data is kept up-to-date.

I am ideally looking for someone with previous administration experience gained from working within a Financial Services/IFA environment. This is an excellent opportunity to make a real difference in an exciting and challenging role.

Key Skills of the role

  • Previous experience in a fast-paced financial services administration role, particularly interested in those candidates have worked in an IFA/Financial advisory administration role.
  • Excellent interpersonal and organisational skills, ability to work with a range of internal and external stakeholders.
  • Knowledge of the UK regulatory system, particularly aspects relevant to Financial Services.
  • Desirable to have NVQ Level 3 in Business Administration, or relatable financial qualifications.
  • You will be a resilient, determined individual who is keen to progress in the world of financial services.


The salary for the position is up to £27,000 per annum, depending on experience, including excellent benefits and flexible working.

Interested?! Send your up to date CV to Ian Tittley at Crimson for review

Not interested?! Do you know anyone that might be? Refer a friend for this role to earn £250 worth of vouchers.

Crimson are acting as an employment agency in regards to this vacancy

Finance Administrator – IFA – Harrogate

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