Financial Services Administrator

Aspire JOBS Limited; Greater London; On-site; GBP 26,000 - 34,000; Full time

Job summary

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, and keeping the back office system updated

Qualifications

• Minimum 1–2 years of Financial Services Admin experience.
• Experience with Investments such as ISA, Pensions, GIA and Onshore/Offshore Bonds.
• Familiar with regulatory requirements in financial services.
• Proactive, can work on own initiative while following team processes.

Responsibilities

• Support financial planners by setting up appointments and preparing valuations and documentation for meetings.
• Process adviser instructions after meetings and update back office system.
• Maintain live files and case notes and process client recommendations.
• Communicate clearly with colleagues and ensure accuracy and attention to detail.

Skills

Financial Services Admin

Investments

Regulatory requirements

Communication skills

Tools

MS Office

Online portals

Job description

My client is now looking for an experienced Financial Services Administrator to join their team.

The role would suit someone with min 1-2 years 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 along with 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.

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