Due to continued growth. We have a further vacancy for a full-time Financial Services Assistant to join our expanding team in St Asaph. The successful candidate will work in a team that deals with client queries, relating to life assurance, pension and investments as well as liaising with product providers, general administration and arranging client reviews.
Specific Responsibilities:
The key responsibilities of the role are listed below. Due to the nature of the business the role may also include additional responsibilities considered reasonable by the company.
- Taking phone calls, enquiries and requests, and dealing with them where appropriate.
- Client correspondence, written and verbal.
- Processing new business.
- Preparation of client review packs and booking client reviews into the advisers diary.
- Back office support.
- Ensuring that all client administration is carried out in accordance with the firms procedures.
- Maintain client records on our back office system to ensure that all client/firm documentation is well presented, accurate and complaint.
Experience & Skills:
- The role requires a reliable individual who has the ability to manage and prioritise workloads, so excellent organisational abilities are essential.
- Previous work experience in Financial Services would be advantageous.
- Good working knowledge of Intelligent Office preferable.
- Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy.
- Excellent communication skills including written and telephone.
- Analytical and problem solving skills.
- Excellent planning and organisational skills.
- Confident with IT and office software packages (Word, Excel etc).
- A team player with a positive attitude.
- Administrative experience: 1 year (preferred)
Benefits:
- Potential for career progression and financial support for achievement of relevant qualifications.
- A competitive salary based upon experience.
- Pension
- Life Insurance.
- Income Protection
- Job Type: Permanent
Schedule:
Education:
- GCSE or equivalent (preferred)
Work remotely:
