Financial Services Assistant

2 weeks ago


Colwyn Bay, Conwy, United Kingdom 75point3 Limited Full time
We have a vacancy for a full-time Financial Services Assistant to join our professional team. The successful applicant will be based at our premises in Colwyn Bay.

You will work in a team that deals with client queries, relating to mortgages, life assurance, pension and investments as well as liaising with product providers, general administration and arranging client meetings.


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 as appropriate.
  • Client correspondence, written and verbal.
  • Processing new business.
  • Preparation of client review packs and booking client reviews/meetings into the advisers diary.
  • Back office support.
  • Dealing with product providers, lenders and other stakeholders.
  • Ensuring that all client administration is carried out in accordance with the firms procedures.
  • Maintain client records on our backoffice 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.
  • 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.

Benefits:

  • Potential for career progression and financial support for achievement of relevant qualifications.
  • A competitive salary based upon experience.
  • Pension
  • Life Insurance.
  • Income Protection

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • Colwyn Bay: reliably commute or plan to relocate before starting work (required)

Experience:

  • Administration: 1 year (preferred)

Work Location:
In person

Application deadline: 30/04/2024

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