Description
You’ll join our New Business team in Harrogate, a busy part of our wider Administration function in our financial planning firm. The team supports 50+ Appointed Representatives and works closely with advisers, platforms and internal stakeholders. You’ll be part of a team of three administrators plus a Team Manager, reporting to the Business Support Manager. This role is ideal for someone with financial services administration experience, strong attention to detail, and the confidence to liaise directly with advisers and platform providers.
Oculus Wealth Management is a nationwide network of highly qualified and experienced Independent Financial Advisers and Wealth Managers, operating as appointed representatives and supported by a skilled head office team based in Harrogate, North Yorkshire. We work closely with leading investment managers and major platforms and many of our advisers have decades of experience and hold some of the highest professional qualifications in the industry.
What you'll do
- Processing new business cases onto the back-office system (and submitting onto platforms where needed).
- Managing cases through to completion, keeping the back-office system updated and maintaining accurate progress notes via a monthly tracker.
- Verifying withdrawal requests with clients, updating the dealing team and monitoring requests through to payout, ensuring records are updated correctly.
- Supporting adviser requests such as valuations, bond withdrawals, switches, fee amendments and other ad-hoc administration tasks—owning each request from start to finish.
- Resolving unpaid fee queries (initial and ongoing), liaising with platforms and following through until payment is received.
The knowledge, experience and qualifications you need
- Previous experience in a financial services administration role, ideally within new business and/or platform processing.
- Working knowledge of platforms such as: Transact, Aviva, 7IM, Quilter, Aberdeen Wrap & Elevate, Fusion, Investcentre, Fidelity, M&G, Nucleus.
- Platform submission/dealing experience is a strong advantage.
- Good understanding of products and investments.
- High attention to detail, strong accuracy, and the ability to work well under pressure.
- Confident communicator, comfortable liaising with advisers and platform providers.
- Our current back-office system is Benchmark (experience helpful but not essential).
The base
You'll be based at our regional office in Harrogate, a well‑connected location that offers a professional and welcoming working environment. The office provides easy access to local amenities in the town centre and is surrounded by a strong business community. The workspace is equipped with modern facilities that support focused work and team collaboration. You will be part of a close‑knit local team with access to the wider Oculus network when needed. We recognise the importance of work‑life balance and foster a supportive environment where you can contribute effectively while maintaining flexibility and wellbeing
