Financial Services Specialist
10 hours ago
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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