Financial Services Specialist

5 days ago


Wakefield, Wakefield, United Kingdom Clayton Davies Ltd Full time

Job Title: Financial Services & Technical Administrator

About Us: Clayton Davies Ltd is a leading wealth management firm dedicated to providing tailored financial planning and wealth management services to our clients.

Job Summary: We are seeking a highly organized and detail-oriented Financial Services & Technical Administrator to join our support team. As a key member of our team, you will be responsible for ensuring the smooth running of administrative and technical tasks within our business.

Key Responsibilities:

  • Document Management: Accurately scan and save documents in designated locations, maintaining a high level of organization and attention to detail.
  • Client Support: Independently manage client queries, including withdrawal requests and fund switches, providing timely and effective solutions.
  • Transaction Processing: Process straightforward transactions such as ISAs and UTFs, ensuring accuracy and efficiency.
  • Reporting and Compliance: Draft retirement plan suitability letters and review drawdown cases, ensuring compliance with regulatory requirements.
  • Administrative Support: Assist with complex and straightforward replacement business processing, providing administrative support to our team.

Requirements:

  • Experience and Education: Previous experience and/or education in financial services is preferred, but not required.
  • Organizational Skills: Strong organizational skills with excellent attention to detail, ability to work independently and manage multiple tasks simultaneously.


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