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- Tasks: Join our team to support financial advisers and manage new business cases.
- Company: Oculus Wealth Management, a leading financial planning firm in Harrogate.
- Benefits: Flexible work environment, professional development, and a supportive team culture.
- Why this job: Make a real impact in the financial services industry while growing your skills.
- Qualifications: Experience in financial services administration and strong attention to detail required.
- Other info: Dynamic office with modern facilities and a focus on work-life balance.
The predicted salary is between 30000 - 42000 £ per year.
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.
Administration Assistant in Harrogate employer: Benchmark Capital Limited
Contact Detail:
Benchmark Capital Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administration Assistant in Harrogate
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for an Administration Assistant role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for administration roles in financial services and practice your answers. Make sure to highlight your attention to detail and experience with platforms like Transact or Aviva, as these will be key selling points.
✨Tip Number 3
Show off your skills! If you get the chance, bring examples of your previous work or case management successes to the interview. This will demonstrate your ability to manage cases from start to finish and your strong communication skills.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining our team at Oculus Wealth Management.
We think you need these skills to ace Administration Assistant in Harrogate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Administration Assistant role. Highlight your financial services experience and any relevant platform knowledge. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our New Business team. Share specific examples of your past experiences that relate to the tasks mentioned in the job description.
Show Off Your Attention to Detail: Since this role requires a high level of accuracy, make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work—it's a great way to show us you’re detail-oriented!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at Benchmark Capital Limited
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial services administration. Familiarise yourself with platforms like Transact, Aviva, and others mentioned in the job description. This will show that you're not just interested in the role but also understand the industry.
✨Showcase Your Attention to Detail
Since this role requires a high level of accuracy, prepare examples from your past experience where your attention to detail made a difference. Whether it was catching an error or ensuring a process ran smoothly, these stories will highlight your strengths.
✨Practice Your Communication Skills
As you'll be liaising with advisers and platform providers, practice articulating your thoughts clearly and confidently. Consider role-playing common scenarios you might encounter in the role, so you feel prepared to handle any questions during the interview.
✨Demonstrate Your Problem-Solving Abilities
Think of instances where you've resolved issues, especially related to unpaid fees or client requests. Be ready to discuss how you approached these challenges and what the outcomes were, as this will showcase your ability to own tasks from start to finish.
