Financial Services Administrator

Sewell Wallis is currently supporting a well-established North Yorkshire business based in Harrogate in their search for a Financial Services Administrator to join the small team.

In this role, you will play a key role in supporting advisers and ensuring the efficient processing and monitoring of client investment cases. The role involves managing new business submissions, monitoring cases through to completion, handling withdrawals and supporting adviser requests across a range of investment platforms.

What will you be doing?

• Record new business cases on the back-office system.
• Submit applications to investment platforms when required.
• Maintain and update monthly tracking spreadsheets to reflect case progress and completion.
• Monitor cases through to completion and address any outstanding requirements.
• Confirm withdrawal instructions directly with clients.
• Track withdrawals to ensure payments have been successfully processed.
• Support advisers with requests such as valuations, bond withdrawals, switches and fee amendments.
• Investigate unpaid initial and ongoing fees highlighted by Finance or the team manager.

What skills are we looking for?

• Experience in financial services administration.
• Good understanding of investment products and platform processes.
• Strong attention to detail and accuracy under time pressure.

• Experience using platforms such as Transact, Aviva, 7IM, Quilter, Aberdeen Wrap and Elevate, Fusion, Investcentre, Fidelity, M&G, Nucleus would be high beneficial, however is not essential.

What's on Offer?

• Up to 30,000 depending on experience.
• Hybrid working
• 25 days holiday + bank holidays and the option to buy more
• 8% employer pension contribution.
• Free on-site parking.
• Friendly and supportive team environment.

To apply for this role, please submit your application below. For more information, contact Emma at Sewell Wallis.

To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.