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Financial Services Administrator

Clark James Recruitment
Job LocationCardiff
EducationNot Mentioned
Salary£22,000 - £24,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Clark James Recruitment are delighted to be working with a Boutique Chartered firm of Financial Advisors based in Cardiff who are seeking an experienced Financial Services Administrator.Our client offers a wide range of Financial Advisory and Investment Services and are experts in the fields of Advisory Investment, Employee Benefits and Personal Financial Planning Services. They utilise state of the art technology and research systems offering a true independent wealth management advisory service for their client’s financial benefit.Working as Financial Services Administrator, you will be responsible for ensuring the smooth running of the business, supporting the Operations Manager, by providing client sales support and general administration support. Main duties and responsibilities will include, but not be limited to:Providing assistance and support to the Operations Manager in the delivery of all aspects ofgeneral office administration

  • Providing accurate and timely client valuations
  • Providing assistance & support to the Operations Manager in the provision of designated marketing activities
  • Providing assistance and support to the Operations Manager in the provision of Compliance administration activities
  • Providing assistance and support to the Operations Manager in the provision of Employee Benefit administration activities
  • Providing assistance and support to the Operations Manager in the ongoing Health and Safety needs of the office
  • Delivering agreed project activities as designated by the Operations Manager
  • Delivering agreed IT hardware and software systems projects to meet the needs of the business
  • Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
  • Promoting the profile of the business within the profession and wider communities
  • Continuous professional development to meet personal development needs.
    • We are seeking an individual who has a minimum of 1 years’ hands-on proven experienced working in a similar role within a Financial Services/Wealth Management practice, and has a broad knowledge in the industry, including Pensions, Investments, ISA’s and Group Risk/Employee Benefits.You will be computer literate, competent with Microsoft Office and knowledge of IFA back-office systems (preferably Intelligent Office). The office is extremely busy; therefore, you will have the ability to work well under pressure, keep to tight deadlines and have confident communication skills.Liability and DisclaimerThe 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 NoteAll 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. Required skills
  • Employee Benefits
  • Financial Advisory
  • Financial Services
  • Wealth Management
  • Personal Financial Planning

    • Keyskills :
    Employee Benefits Financial Advisy Financial Services Wealth Management Personal Financial Planning

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