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Finance Planning Office Manager — Admin & Compliance Lead
Job in
Harrogate, North Yorkshire, HG1, England, UK
Listed on 2026-06-24
Listing for:
Lime People Search & Select Ltd
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
Lime People Search & Select Ltd is seeking an Office Manager for their Financial Planning firm in Harrogate. The role includes managing the Administrative team, ensuring timely client file updates, and producing client-facing reports.
The ideal candidate will have experience in staff management within a Financial Advisory firm, possess good GCSE or A Level grades, and demonstrate strong communication skills. Familiarity with Investments, ISA, Pensions, and Bonds is advantageous.
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