Financial Services Administrator

Salary depending on experience

Aylesbury

We are looking for someone who experienced in the Financial Services industry to work with our growing clients in Aylesbury who are an established Financial Services company. You will be supporting the Managing Director and the role has arisen due to company growth.

The role:

  • Preparation of information for client meetings
  • Technical research including portfolio analysis, pension switches, tax calculations
  • Preparing suitability reports
  • Liaising with clients and responding to queries

Requirements:

  • Experience working in a financial services environment providing support
  • Be studying for or hold a Diploma in Financial Planning (support can be provided)
  • Able to use initiative and hard working