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Financial Services



Type of Position: Financial Admin
Pay: Negotiable

Financial Admin

Our client is looking for an articulate individual with relevant financial services experience for a full-time permanent role in the administration team, based in London.

Key responsibilities: 

  • Acting as the point of contact between advisers, clients and third party product providers
  • Establishing and maintaining electronic client files (Curo CRM)
  • Obtaining information and maintaining accurate records
  • Sourcing quotations, illustrations and supporting documentation 
  • Preparing valuations, reports and other material for client meetings
  • Processing new business applications and maintaining accurate records of transactions 


The role requires the following key attributes; 

  • Detail: excellent attention to detail
  • Prioritisation: the ability to work independently and proactively
  • Communication: strong written and verbal communication skills 


Support for professional career study is available. 

Flexible working arrangements are available for the right candidate. 

If you are interested in this position, please email your CV to 

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