Trainee Financial Services Assistant

3 months ago


Conwy, United Kingdom donoghue brown recruitment Full time

**Trainee Financial Service Assistant**

**Responsibilities**:

- 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.
- Maintain client records.

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 including the use of financial software packages.
- 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.
- Confident with IT and office software packages (Word, Excel etc).
- A team player with a positive attitude.
- Administrative experience: 1 year

**Job Types**: Full-time, Permanent

Pay: From £21,000.00 per year

**Benefits**:

- Company pension
- Gym membership

Schedule:

- Monday to Friday

Work Location: In person



  • Conwy, United Kingdom National Day Nurseries Association Full time

    **Trainee Nursery Assistant** **Childcare Works Project Employment Programme** **Responsible to**: NDNA Project Coordinator **Location**: Childcare Settings in Conwy **Salary Band**:National Minimum Wage This position is temporary funded for 16 weeks **Hours**: 16 hours per week This project is funded by the UK government through the UK Shared Prosperity...


  • Conwy, United Kingdom Rowlands Pharmacy Full time

    Description Are you a passionate and dedicated person looking to join a dynamic and forward-thinking team? Look no further! Our pharmacy is seeking a highly motivated individual with a willingness to learn to join us as a Trainee Healthcare Partner (Pharmacy Dispenser). In this role, you will have the opportunity to make a real difference in the...

  • Trainee Pre Screener

    3 months ago


    Conwy, United Kingdom Specsavers Full time

    **Trainee Optical Pre-screener** **Location: Llandudno** **Hours: Full time hours - 37.5 hours per week, Weekend work included.** **Salary £10.62 per hour, Bonus included after probation period.** **Training and support provided, Passionate about progression and development, Local discounted car park close by.** Have you ever considered a career in...


  • Conwy, United Kingdom Hill Robinson Full time

    **Overall Purpose** To be the key point of contact for our treasury function, assisting both internal and external clients with any banking and card related issues. Providing a professional service in assisting with banking processes. **Responsibilities** Responsibilities to include, but not be restricted to: - Principal point of contact for relationship...


  • Conwy, United Kingdom Hill Robinson Full time

    **Overall Purpose** To be the key point of contact for our treasury function, assisting both internal and external clients with any banking and card related issues. Providing a professional service in assisting with banking processes. **Responsibilities** Responsibilities to include, but not be restricted to: - Principal point of contact for relationship...


  • Conwy, United Kingdom Adferiad Recovery Full time

    Adferiad Recovery delivers a new, flexible, and co-ordinated response to the exceptional circumstances faced by people with co-occurring mental health and substance misuse conditions and related issues. We harness the talents and experience of our founding and long-established leading Welsh Charities CAIS, Hafal, and WCADA in their fields, enabling our...


  • Conwy, United Kingdom Page Personnel Full time

    Exellent company culture - Opportunities for progression **About Our Client**: Our client is a renowned international firm located in Conwy. With over 10,000 dedicated employees, they specialise in providing top-notch services to a diverse range of clientele. The Finance Administration will be responsible for: - Banking and financial administration -...


  • Conwy, United Kingdom Sellick Partnership Full time

    Financial Reporting Specialist£44,000kFixed Term Contract (9 months)Location: North WalesOverview:We are seeking a dedicated and skilled Financial Reporting Specialist to join a prominent not-for-profit organization in North Wales. This role is ideal for an individual with a strong background in financial management and reporting.Key Responsibilities:Ensure...


  • Conwy, United Kingdom Adferiad Recovery Full time

    **Financial Wellbeing Coach** Adferiad Recovery delivers a flexible and coordinated response to the exceptional circumstances faced by people with co-occurring mental health and substance use conditions and related issues. Vulnerable people facing complex life challenges need consistent and seamless support to ensure they remain engaged with vital health...

  • Care Assistant

    3 months ago


    Conwy, United Kingdom Quality Care Services Full time

    **Reference**: REF340F **Location**: Conwy **Salary**: Pay Rate: £11.50 per hour Travel time: £10.42 per hour plus 45p Mileage **Abacare Limited**: **Conwy**: **Company Description**:** Location**: Abergele LL22, Kinmel Bay LL18 **Pay Rate**:£11.50 per hour*** **Travel time**:£10.42 per hour plus 45p Mileage **Shifts available**:Flexible hours that...


  • Conwy, United Kingdom New Directions Holding Full time

    Welsh Speaking Teaching Assistant New Directions are searching for competent, proactive and passionate Teaching Assistants to work in a range of Welsh Medium Primary schools in Denbighshire    Welsh speaking supply staff are in demand in North Wales schools and the work is varied and flexible.   The work available can be covering day to day supply...

  • Health Care Assistant

    3 months ago


    Conwy, United Kingdom New Horizon Healthcare Services Full time

    **The Company** New Horizon Healthcare Services (NHS) is a North Wales based recruitment agency specialising in matching healthcare and medical professionals to temporary and permanent contracts within the NHS and the Private sector. We support care and nursing homes with staff. We also assist with private clients in their own home. **The Role** As a...

  • Pharmacy Dispenser

    3 months ago


    Conwy, United Kingdom Rowlands Pharmacy Full time

    **Are you passionate about Healthcare?** Join our award winning business and become one of our expert healthcare heroes. Rowlands Pharmacy are currently looking for an experienced NVQ2 in Pharmacy Services to work as a Healthcare Partner in the Conwy Castle St branch. You will participate in all branch processes and establish relationships with customers,...

  • Pharmacy Dispenser

    3 months ago


    Conwy, United Kingdom Rowlands Pharmacy Full time

    **Are you passionate about Healthcare?** Join our award winning business and become one of our expert healthcare heroes. Rowlands Pharmacy are currently looking for an experienced NVQ2 in Pharmacy Services to work as a Healthcare Partner in the Conwy Castle St branch. You will participate in all branch processes and establish relationships with customers,...


  • Conwy, United Kingdom Rowlands Pharmacy Full time

    **Are you passionate about Healthcare?** Join our award winning business and become one of our expert healthcare heroes. Rowlands Pharmacy are currently looking for an experienced NVQ2 in Pharmacy Services to work as a Healthcare Partner in the Conwy Castle St branch. You will participate in all branch processes and establish relationships with customers,...

  • Spar Sales Assistant

    3 months ago


    Conwy, United Kingdom AF Blakemore Full time

    **SPAR Sales Assistant / Post Office Counter Clerk (18+), Conwy, Gwynedd** **32** Hours per week.** **Flexible shifts, 4 days from 7 days, 7am-3pm or 3pm-11pm.** We have an **exciting opportunity** for a **Post Office Counter Clerk /SPAR Sales Assistant (18+)** who is motivated, friendly, hands-on and passionate about their store offering excellent...

  • Service Technician

    1 month ago


    Conwy, Conwy, United Kingdom Halfords Full time €28,577 - €31,357

    Average uncapped bonus of £4,800 per year (with potential to earn more) ~5 days a week ~ Earn extra with our refer a friend scheme – T&C’s Apply ~ We’re the UK’s largest Automotive service, maintenance and repair business and we offer great career opportunities, benefits and an uncapped bonus scheme. As a Vehicle Technician/ Mechanic, you will...


  • Conwy, United Kingdom Colbern Limited Full time

    731232-5642-2438 NCD Creditors / Finance Officer Conwy Contract £11.59 per hour Our client is looking for an experienced Creditors / Finance Officer. Budget Monitoring with good Excel skills Provide a comprehensive range of financial support services to Headteachers and Governing Bodies and to be responsible to the Principal Accountant (Schools) in...


  • Conwy, United Kingdom Omega Recruitment Group Full time

    **Job Title: Administrative Assistant/ Officer / Business Support Officer** Contract type: Temporary Location: Conwy Hours Per Week: Full-time position 37.00 Start Time: 9:00 AM - End Time: 17:30 PM PAYE Rate : £13.87 ph (Basic Rate £12.38 + 12.07% holiday pay) + exclusive retention bonus of upto £500.00 per year if employed via Omega Recruitment...


  • Conwy, United Kingdom Veesupportservices Ltd Full time

    **Post Title**: Finance / Accountancy Officer **Department / Service**: Corporate Finance (School Support) **Hours**: 37 hours **Level**: G05 **Location**: Bodlondeb **Job Evaluation Number**: SL14667B **Responsible to**: Principal Accountant (Schools) **Responsible For: (Staff)**Job Purpose**: Provide a comprehensive range of financial support...