At a Glance
- Tasks: Support financial planners with appointments, valuations, and documentation.
- Company: Aspire JOBS Limited, a dynamic financial services firm in London.
- Benefits: Gain valuable experience in finance and develop your professional skills.
- Other info: Opportunity for growth in a fast-paced environment.
- Why this job: Join a supportive team and make a difference in clients' financial journeys.
- Qualifications: 1-2 years of Financial Services Admin experience preferred.
Aspire JOBS Limited is seeking an experienced Financial Services Administrator to join their team in London. The role suits someone with 1–2 years of Financial Services Admin experience, ideally handling Investments such as ISA, Pensions, GIA and Onshore/Offshore Bonds, and familiar with regulatory requirements.
You will support financial planners by:
- Arranging appointments
- Preparing valuations and meeting documentation
- Processing adviser instructions
- Keeping the back office system updated
Financial Services Administrator: Back-Office & Planner Support 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.
We think you need these skills to ace Financial Services Administrator: Back-Office & Planner Support
Financial Services Administration
Investment Knowledge
ISA Management
Pension Administration
GIA Handling
Onshore/Offshore Bonds
Regulatory Compliance
