01673 847140

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  • beckyraithby

Financial Services Administrator - SW London - up to £31,000

Clark James Financial Services Recruitment are working with a prestigious IFA based in Wimbledon who require an experienced Financial Services Administrator to join their team to provide a range of administrative support to the Private Client Advisers and clients, and liaising with product providers.

Key responsibilities will include

Working closely with the Financial Planners.

Maintain client records on the CRM and SharePoint folders

Gather all necessary information and undertake financial analysis to enable financial reports to be produced.

Prepare information/comparisons for analysis

Obtain application forms and other associated paperwork, pre-populating accurately

Ongoing servicing of clients as and when required

Process and monitoring complex business, both new and existing from start to finish

Process letters of authority

Navigate provider websites to produce illustrations and process new business

Receive and implement ad-hoc requests from both clients and Financial Planners

Adhere to compliance and the firm’s standards

Process withdrawals, switches etc

Preparing suitability reports, engagement letters, ad-hoc letters etc

Keys Skills

Relevant experience of working in an IFA environment

Strong knowledge of Pensions, Investment and Protection products

Professional qualifications (e.g. Certpfs / FPC / CEFA and the desire to progress towards the Level 4 diploma)

Effective use of IT including Excel, Word, Outlook, and relevant internal systems and databases including investment platforms

Strong administration skills, with high level of accuracy and attention to detail in all areas of work

Client focused, able to provide excellent level of client service

Good written and oral communication skills at all levels, both internally and externally

Able to organise and manage time efficiently and effectively whilst being flexible


Basic salary of £24,00 to £31,000 depending on experience and skillset


Income Protection

Life Cover

Apply today to 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.