Investment Services Admin Specialist

Aspire JOBS Limited; England; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial services company in the United Kingdom is seeking an experienced Financial Services Administrator to join their team. The ideal candidate will have a minimum of 1-2 years of experience, particularly with investments like ISA and Pensions. You'll support financial planners by preparing documentation, maintaining files, and processing instructions. Proficiency in MS Office and a proactive attitude are essential for this fast-paced role, requiring excellent communication skills.

Qualifications

• 1-2 years of experience in Financial Services Administration.
• Familiar with financial products such as ISA, Pensions, GIA, and Bonds.
• Proficient in using MS Office and online tools.

Responsibilities

• Support financial planners by preparing documentation for meetings.
• Maintain the back office system and keep live files updated.
• Process adviser instructions and client recommendations.

Skills

Financial Services Administration

Attention to detail

Communication

Proactive attitude

IT literacy (MS Office)

Familiarity with financial products

Job description

A financial services company in the United Kingdom is seeking an experienced Financial Services Administrator to join their team. The ideal candidate will have a minimum of 1-2 years of experience, particularly with investments like ISA and Pensions. You'll support financial planners by preparing documentation, maintaining files, and processing instructions. Proficiency in MS Office and a proactive attitude are essential for this fast-paced role, requiring excellent communication skills.