Administrative Support Role for Advisory Team

21 hours ago


London, Greater London, United Kingdom Salisbury Financial Services Full time

Salisbury Financial Services is a well-established financial services company founded in 1983. We prioritise building long-term relationships with clients by tailoring our financial solutions to meet individual needs.

We are seeking a skilled administrator to join our team in Gerrards Cross. As a Trainee Financial Advisor, you will be responsible for providing administrative support to our advisory and technical team.

Your duties will include reviewing meeting preparation, monitoring new business applications, and updating client policy records. You will also be required to obtain illustrations, key features documentation, and fund factsheets from Platforms/Providers.

The salary for this role is approximately £25,500 per annum, and we offer a range of benefits including a competitive salary, workplace pension, healthcare, and annual holiday allowance.



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