Financial Services Administrator
About the Role
Sewell Wallis is working with a well-established, North Yorkshire business based in the centre of Harrogate who are looking for an experienced Financial Services Administrator to join and support a team of 4.
The Financial Services Administrator will play a vital role with processing new businesses, monitoring cases and responding to fee queries.
You must have previous experience in financial services administration with an understanding of investment products.
What will you be doing?
- Enter new business cases onto the back-office system.
- Submit cases on platforms when required.
- Update monthly tracking spreadsheets with case progress and completion data.
- Monitor cases through to finalisation and resolve any outstanding requirements.
- Verify withdrawal instructions directly with clients.
- Track withdrawals to confirm payment has been made.
- Handle adviser requests including valuations, bond withdrawals, switches and fee amendments.
- Investigate unpaid initial and ongoing fees flagged 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.
What's on offer?
- Modern office located near good transport links.
- Hybrid working (3 days in the office).
- 25 days holiday.
- Holiday purchase scheme.
Send us your CV below or contact Becky Gibson for more information.
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.
