Financial Services Administrator

3 weeks ago


Croydon, Greater London, United Kingdom Blakemore Recruitment Full time

Blakemore Recruitment is collaborating with a prominent Wealth Management firm seeking to appoint a Financial Services Administrator. The ideal candidate will possess relevant expertise in this field.

Role Summary

  • Provide comprehensive pre and post-sales assistance to Financial Advisers.
  • Ensure the precise and prompt handling of client documentation and requests.
  • Deliver professional client support while adhering to compliance standards.

Main Duties

  • Assist two advisers in the preparation of reviews and valuations.
  • Produce client reports following the review process.
  • Support the processing of new investments and pension schemes.
  • Facilitate mortgage application administration as necessary.
  • Conduct product research to aid adviser recommendations.
  • Draft suitability reports for newly provided advice.


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