Financial Services Specialist
5 days ago
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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