Financial Services Administrator: Back-Office & Planner Support

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

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