At a Glance
- Tasks: Support financial planners by managing appointments, documentation, and client recommendations.
- Company: Join a dynamic team in the financial services sector.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Ideal for proactive individuals who thrive in a team-oriented atmosphere.
- Why this job: Make a real impact in finance while developing your skills in a fast-paced setting.
- Qualifications: 1-2 years of experience in financial services and strong communication skills.
The predicted salary is between 31500 - 38500 £ per year.
My client is now looking for an experienced Financial Services Administrator to join their team. The role would suit someone with a minimum of 1-2 years of Financial Services Admin experience, ideally dealing with Investments such as ISA, Pensions, GIA, and Onshore/Offshore Bonds.
You will be experienced and familiar with a wide variety of financial products as well as regulatory requirements. You will be a proactive candidate who has a “can do” attitude and can work on your own initiative whilst following detailed team processes.
The role will see you supporting financial planners by:
- Setting up appointments
- Preparing valuations and documentation for meetings
- Processing adviser instructions following the meeting
- Keeping the back office system updated
- Maintaining live files and case notes
- Processing client agreed recommendations
You will be IT literate including MS Office and also web savvy to cater for the various online processing portals and tools. This is a fast-paced role working within a busy interdependent team, so a confident and polite communication style is key to keeping colleagues updated as well as reminding and getting clarification on any instructions.
Accuracy and attention to detail within this role are essential, as is the ability to work in a team environment.
Financial Services Administrator employer: Aspire Jobs Limited
Join a well-established business in Poole that values its employees and fosters a collaborative work culture. With competitive benefits including 25 days of holiday, a pension scheme, and free parking, this role as a Senior Procurement Manager offers not only a rewarding career but also ample opportunities for professional growth within a supportive team environment.
