Clayton Davies seeks an experienced IFA Administrator to assist its advisory team and clients in the United Kingdom. This role focuses on supporting advisers with portfolio administration, ensuring excellent service delivery throughout the client journey.
The successful candidate will manage applications for various financial products, coordinate client servicing tasks, and maintain accurate client records to meet compliance standards.
Candidates should have prior experience in financial planning administration and knowledge of CRM systems.
#J-18808-LjbffrIFA Admin & Client Services Specialist employer: Clayton Davies
As a leading national Independent Financial Advice firm, we pride ourselves on fostering a supportive and dynamic work environment in Cumbria. Our commitment to employee growth is evident through comprehensive training and development opportunities, alongside competitive compensation packages that include bonuses and benefits. Join us to be part of a culture that values collaboration, innovation, and the pursuit of excellence in financial planning.
