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 infor...