Trainee Financial Services Assistant

3 weeks 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 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 Dewis Centre for Independent Living on behalf of Client Full time

    **Trainee Independent Advocates Conwy and Denbighshire** **We have one full time position available** **We are open to discussions around job-share / part time hours** **Salary: NJC 8 - 11, starting at £22,777** **Holidays: 30 days plus Bank Holidays** We wish to recruit a Trainee Independent Advocate to deliver our Independent Advocacy service in...


  • Conwy, Conwy, United Kingdom Sonova AG Full time

    **Join Our Team as Financial Accountant** About Us Experience enhanced hearing with Boots Hearingcare. We specialise in tailored solutions for hearing challenges, offering comprehensive assessments, expert fittings, and dedicated aftercare. With our commitment to personalised care and cutting-edge technology, we aim to improve quality of life through...


  • 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...

  • Trainee Pre Screener

    1 month 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 Sonova Full time

    **Join Our Team as Financial Accountant** About Us Experience enhanced hearing with Boots Hearingcare. We specialise in tailored solutions for hearing challenges, offering comprehensive assessments, expert fittings, and dedicated aftercare. With our commitment to personalised care and cutting-edge technology, we aim to improve quality of life through...

  • Financial Accountant

    17 hours ago


    Conwy, United Kingdom Sonova Full time

    **Join Our Team as Financial Accountant** About Us Experience enhanced hearing with Boots Hearingcare. We specialise in tailored solutions for hearing challenges, offering comprehensive assessments, expert fittings, and dedicated aftercare. With our commitment to personalised care and cutting-edge technology, we aim to improve quality of life through...


  • Conwy, Conwy, United Kingdom 4Recruitment Services Full time

    To provide a comprehensive support function to Conwy Employment Service, working across all projects that are part of the Service’s portfolio of UK Government’s Shared Prosperity Fund projects. The role will require excellent communication and organisational skills and will involve liaising at all levels internally as well as working externally with...


  • 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 -...

  • Financial Adviser

    1 month ago


    Conwy, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Services North Wales 26/07/2023 Type of Position: Financial Adviser (Qualified) - North Wales Pay: £30k + Bonus **Financial Adviser (Qualified) - North Wales**: **Responsibilities** - Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) - Assess...


  • 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 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...

  • Assistant Accountant

    1 month ago


    Conwy, United Kingdom Page Personnel Full time

    The Assistant Accountant role is an exceptional opportunity for a meticulous and driven individual to join a thriving Accounting & Finance Department in the Professional Services industry. Located in Conwy, the candidate will contribute to the company's ongoing success by assisting in financial reporting, auditing, and budgeting operations. This is a...


  • Conwy, Conwy, United Kingdom Siamo Group Ltd Full time

    We are seeking a highly skilled and experienced Finance Manager for a permanent opportunity. As a Finance Manager, you will be responsible for overseeing the financial operations within the department ensuring accuracy, efficiency, and compliance with regulations. This is a key leadership role that requires strong analytical skills, attention to detail, and...

  • Senior Finance Manager

    45 minutes ago


    Conwy, Conwy, United Kingdom Siamo Group Ltd Full time

    We are seeking a highly skilled and experienced Finance Manager for a permanent opportunity. As a Finance Manager, you will be responsible for overseeing the financial operations within the department ensuring accuracy, efficiency, and compliance with regulations. This is a key leadership role that requires strong analytical skills, attention to detail, and...


  • 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...

  • Financial Accountant

    2 weeks ago


    Conwy, Conwy, United Kingdom Hill Robinson Group Ltd Full time

    Hill Robinson Group ('HRG') is a leading independent provider of yacht management and other related services. HRG operates from a network of 12 offices across a range of countries, and following a period of rapid growth, now employees over 250 people. We are looking for a Systems Accountant to support the group's ERP Implementation Project and ongoing...

  • Care Assistant

    1 month 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...