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  • beckyraithby

Financial Services Administrator - SW London - circa £37,000

Clark James Financial Services Recruitment are working with a highly established boutique IFA for an experienced and technical Financial Services Administrator to join the Private Client team in their office based in SW London. The Financial Services Administrator role requires strong knowledge of administering Pensions, Investment and Protection products and of dealing with HNW clients, providing effective pre and post sales support to a Senior Financial Adviser.

Duties will include:

Meeting preparation including preparation of draft valuation of policies and plans and pre-completing any Application Forms etc that are required.

Liaising with providers, insurance companies and solicitors to gather data.

New business processing both online and via post

Management of underwriting to policy document issue.

Maintaining and updating client records & creating new client records on our company database which is Adviser Office also known as 1st Technology or IRESS.

Assisting with mailshots

General office duties

Meeting and greeting clients

You will also be responsible for checking the work of others and making sure that things are all correctly in place, so we are seeking someone who will have the initiative to notice errors and ensure that the department runs smoothly with minimal errors

Key Skills

Strong knowledge of Investments, Life and pensions products, and legislation gained within an IFA environment

Certificate in Financial Planning or equivalent, and happy to continue studies towards the Diploma in Regulated Financial Planning

Excellent written and verbal communication skills

Highly IT literate and ideally knowledge of IRESS back office system

Strong attention to detail and the ability to work unsupervised, under pressure and to tight deadlines are essential qualities for this role


Basic salary up to circa £37,000 (depending on experience and professional qualifications)

Pension Scheme

Private Medical Insurance

Vitality & Wellbeing programme,

Health Cashplan

Apply today to Wendy Hogan - wendy.hogan@clarkjames.co.uk

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

Please note

All applications received will be dealt with in the strictest confidence Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities

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