Financial Services Professional

3 days ago


Aylesbury, Buckinghamshire, United Kingdom Equals One Ltd Full time
About the Role

This is a unique opportunity to build a thriving career in the financial services industry. As a Financial Services Administrator, you will be part of a forward-thinking team where innovation and professional growth go hand in hand.

Company Overview

We are a well-established firm of Chartered Financial Planners with a bold vision: to build a modern financial planning practice powered by cutting-edge technology. Our collaborative approach connects financial services with professionals in family law and taxation to deliver holistic, long-term wealth management solutions.

Key Responsibilities
  • Ensure smooth operations and client satisfaction
  • Help generate national enquiries for IFA services, contributing to our mission of delivering truly holistic wealth management solutions
  • Act as the first point of contact for clients, addressing queries, and ensuring they receive exceptional service at every stage
  • Manage client files, process paperwork, and maintain accurate records to support financial planning processes
Required Skills and Qualifications

You will have some experience in a trainee administrator or paraplanner role and understand the precision this industry demands. You should also be open to new ideas, including IT development and digital marketing, with strong skills in Microsoft Office, particularly Excel and Word.

Benefits

We offer a supportive and forward-thinking environment where your contributions matter. You will also receive sponsorship for financial services qualifications to help you advance your career.



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