Financial Services Administrator

2 weeks ago


London, United Kingdom Clark James Recruitment Full time

**Clark James Financial Services**are working with a highly established IFA who are seeking an experienced **Financial Services Administrator**to provide effective sales support to the Private client team specialising in Personal Financial Planning for HNW clients.

**Key duties**:

- Dealing with the administration, new business processing and meeting preparation
- Prepare client information for the Consultant for client reviews
- Build strong and professional relationships with clients
- Proactively develop client based to assist the Consultant
- Provide technical assistance to other team members
- Ensure client information is fully updated on the back office system (Intelliflo), including the creation and updating of fact finds, preparing valuations and obtaining quotations, undertaking portfolio transactions, liaising with providers, resolving adminbased queries from clients and filing.

**Skills & Requirements**
- Must have excellent technical knowledge of **Pensions, Investment and Protection products for private clients, gained within an IFA environment**:

- Professional qualifications: Part qualified in the Diploma in Regulated Financial Planning or equivalent
- Highly IT literate with Word, Excel, PowerPoint and Outlook and previous experience in the use of **Intelligent Office (Intelliflo)** and **Volume**:

- Excellent written and verbal communication skills
- Highly organised, with a high level of accuracy
- Ability to work unsupervised, under pressure and to tight deadlines are essential.

Role is base in London with a high level of flexibility of home based working.

**Remuneration**
- Circa £35,000 (depending on experience and professional qualifications
- Pension
- Life Cover
- Private Healthcare
- Income Protection
- Discretionary bonus

**_Liability and Disclaimer_**
- The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warrantyin respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information withinthis advert._

**_Please note_



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