Financial Services Specialist

3 weeks ago


Tylers Green, United Kingdom Aylesbury Full time
Job Description:

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.
Requirements:
  • An interest in working within Wealth Management/Planning.
  • Commercial experience in a similar role is preferred.
What We Offer:
  • 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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