Financial Services Specialist

10 hours ago


Wakefield, Wakefield, United Kingdom Clayton Davies Ltd Full time
Job Title: Financial Services & Technical Administrator

At Clayton Davies Ltd, 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 play a crucial role in ensuring the smooth running of administrative and technical tasks within our business.

Key Responsibilities:

  • Accurately scan and save documents in designated locations.
  • Maintain and update client spreadsheets with meeting details and preferences.
  • Manage client queries independently, including withdrawal requests and fund switches.
  • Process straightforward transactions like ISAs and UTFs.
  • Draft retirement plan suitability letters and review drawdown cases.
  • Support with complex and straightforward replacement business processing.

Requirements:

  • Previous experience and/or education in financial services is preferred.
  • Strong organizational skills with excellent attention to detail.
  • Ability to work independently and manage multiple tasks simultaneously.

About Us:

Clayton Davies Ltd is a growing wealth management firm dedicated to providing tailored financial planning and wealth management services to our clients. We are committed to delivering high-quality advice and support to our clients, and we are seeking a talented individual to join our team.



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