Financial Services Assistant
3 days ago
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This role is ideal for an individual with administrative experience in a financial services environment. You will be supporting the front office, Investment Managers, and Financial Planners in various capacities.
- Process new client documentation and amendments efficiently.
- Monitor asset transfers and ISA subscriptions accurately.
- Process client payments and administer accounts effectively.
- Maintain accurate record-keeping and client details.
- Perform general filing and corporate actions as required.
- Prepare client meetings and review documents thoroughly.
- Liaise with stakeholders and third-party providers as needed.
Requirements
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- Similar experience in an IFA or financial planning firm.
- A strong foundation in administration skills and attention to detail.
- Ideal experience in a fast-paced financial services environment.
- Good working knowledge of Excel and Microsoft Office packages.
- Strong communication and organizational skills.
- Ability to work to deadlines and support the team.
- A strong desire to learn and progress within the company.
Package Benefits
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- A competitive salary of £28,000 - £34,000 per annum.
- 25 days annual leave plus bank holidays.
- Study support for professional qualifications.
- An excellent pension contribution scheme.
- A comprehensive healthcare package and flexible hybrid working arrangements.
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