Address
Form of work
SalaryThis Financial Services Administrator job in Aldershot is for a well established Financial Planning firm.
Your duties as a Financial Services Administrator would include: inputting of data, preparing reports, organising meetings, attending client meetings, writing up post meeting reports, submitting investment and pension cases and any other ad hoc duties to support the business.
Financial Services Administrator requirements
- You must have experience as an Administrator
- Individuals with experience in Financial Services would be beneficial
- You must be within 15 - 30 minutes commute to Aldershot
- You must be adaptable and quickly pick up new processes
The Company
Our client is a long established local business providing financial advice and mortgage advice to clients. They have grown purely through client recommendations due to their excellent financial advice service and ability to assist on complex cases.
Financial Services Administrator Benefits
- Salary of up to £28,000 dependent upon experience
- Office based role
- Working hours of 9am to 5:30pm, Monday to Friday
- Potential career progression if you desire to become a Paraplanner / Financial Adviser, with enrolment in training courses to expand your Financial Services knowledge
- Training and mentoring available from their experienced Director
Location
Aldershot
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