Financial Services Assistant

3 weeks ago


Colwyn Bay, 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 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.
- 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

Pay: £12.11 per hour

Expected hours: 35 per week

**Benefits**:

- Company pension
- Cycle to work scheme
- Life insurance
- Sick pay

Schedule:

- Monday to Friday

**Experience**:

- Administration: 1 year (required)

Work authorisation:

- United Kingdom (required)

Work Location: In person

Application deadline: 12/07/2024



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