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Jobs: Financial Services Administrator

Posted: 15/07/24

We're searching for an Administrator to add to our team, with the option to be based in London.

The Company

David James Wealth is a financial planning business, with purpose-led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can demonstrate and live our values, to join our team.

The David James Wealth values are:

  • We do the right thing – we always stick to what we know to be right
  • Totally dedicated – together we work hard and deliver on our promises
  • Always improving – we listen, learn, and strive for knowledge
  • Enjoying the journey – we’re positive about what the road ahead promises

The Role

As an Financial Services Administrator at David James Wealth, you will be responsible for working closely with our advisers and clients.

You will be highly organised, have real attention to detail and work well under pressure. You will work as part of a team, where collaboration and teamwork are central to all that they do.

You will have regular contact with clients by phone, in person and virtually. Client relationships are at the heart of what we do and everyone in the team has an important part to play in making sure our clients are well looked after.

Key Responsibilities

Client Administration

  • Create and maintain accurate client records on back-office systems and platforms
  • Prepare client documentation and correspondence pre- and post-meetings as per business processes
  • Check the accuracy and completeness of new business documentation
  • Ensure that all business applications are processed accurately and efficiently, in a compliant manner, to the company standards
  • Ensure all supporting documentation is maintained as per company procedures
  • Ensure all work is followed up promptly in line with company standards
  • Liaise with product providers to ensure timely and accurate responses to clients (progress chasing)
  • Send Letters of Authority and gather accurate information
  • Obtain illustrations and application forms
  • Production of portfolio valuations
  • Ensure fund switches / rebalances / top-ups / withdrawals are carried out accurately and within company timescales
  • Provide a friendly and professional point of contact for clients and enquiries
  • Ensure action points resulting from client meetings get diarised and dealt with


  • Prepare client review documentation as per the Annual Review Process
  • Support FPs in the delivery of reviews, if needed
  • Assist in the implementation of agreed action points

General Administration

  • Answer, screen, and forward incoming calls
  • Ensure back-office systems are kept up to date
  • Open, scan, log and allocate incoming post
  • General correspondence
  • Other duties as directed by the management team

Key Skills 

  • Highly organised, methodical and disciplined
  • Able to prioritise and plan workload
  • Able to work within defined business processes
  • Able to communicate effectively in verbal and written form
  • Shows initiative and takes personal responsibility for completing tasks
  • Excellent attention to detail
  • Adopts a positive attitude, willing to assist others when busy
  • Able to work under pressure on occasion to achieve deadlines
  • Able to achieve agreed outcomes without supervision


  • Minimum 2 years’ experience in financial services administration
  • Strong IT skills, as we are a technology-focused business

Desirable Qualification(s)

  • A Certificate in Financial Services or equivalent.

The Benefits 

  • Salary competitive
  • Pension and death in service benefits
  • 25 days holiday (+ Bank Holidays) per annum
  • Cycle to Work Scheme
  • Private Medical Insurance
  • The ability and support to work flexibly where appropriate, in terms of hours and location
  • Support with further qualifications, including study leave
  • A performance award based on delivering on our core values
  • We will provide access to market-leading technology and IT equipment to help you deliver a first-class service to our clients and will provide full training to get you off to a great start

To apply, email your application to by 12 noon on Friday 19th July 2024.

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Keep in touch -
Let us know your plans

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