Financial Services Specialist
3 weeks ago
We are seeking a skilled Financial Services Specialist to join our team in Aylesbury. As a key member of our Wealth Management department, you will play a crucial role in supporting our advisors and clients.
Duties and Responsibilities:- Monitor diaries, opportunities, queries, and requests for advisors.
- Process sales-related paperwork from submission to completion and ongoing administration for investments, pensions, and protection departments.
- Maintain awareness of company policies, practices, and procedures.
- Gather information for annual reviews.
- An interest in working within Wealth Management/Planning.
- Commercial experience in a similar role is preferred.
- Estimated salary: £28,000 - £32,000 per annum.
- 25 days annual leave.
- An extra day off for your birthday.
- Cycle to work scheme.
- Life Assurance.
- Private healthcare.
- Enhanced Maternity and Paternity pay.
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