Location
Harrogate, North Yorkshire, United Kingdom
Posted
July 15, 2026
Job Description
Practice Administrator Role - Wealth Management (On-Site)
A well‑established financial planning practice is seeking a Practice Administrator to support a team of advisers and contribute to the smooth running of day‑to‑day operations. The firm provides personalised financial advice and long‑term client support, and the role sits within a collaborative, professional environment.
The Role
You will join a fast‑paced administrative team responsible for managing adviser workflow, preparing documentation, maintaining client records, and ensuring operational accuracy. The position suits someone confident, numerate, and proactive, with a strong eye for detail and a can‑do approach.
Development & Progression
The firm offers structured development, including personalised progression plans and support toward recognised industry qualifications. This role is ideal for someone looking to build a long‑term career within financial services.
What You'll Need...
A well‑established financial planning practice is seeking a Practice Administrator to support a team of advisers and contribute to the smooth running of day‑to‑day operations. The firm provides personalised financial advice and long‑term client support, and the role sits within a collaborative, professional environment.
The Role
You will join a fast‑paced administrative team responsible for managing adviser workflow, preparing documentation, maintaining client records, and ensuring operational accuracy. The position suits someone confident, numerate, and proactive, with a strong eye for detail and a can‑do approach.
Development & Progression
The firm offers structured development, including personalised progression plans and support toward recognised industry qualifications. This role is ideal for someone looking to build a long‑term career within financial services.
What You'll Need...