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, MandG, Nucleus would be high beneficial, however ..... full job details .....