Financial Services Assistant

2 weeks ago


York, United Kingdom KW Wealth Planning Limited Full time

**Main Duties and Responsibilities**:
**Annual Reviews**
- You will be required to assist advisers in the creation of client financial reports and letters.
- Compile an annual review pack for each client in a timely manner in line with requirements, including the production of valuations and client investments.
- Accurate recording and maintenance of information.

**Effective Communication & Support**
- Communicate with colleagues, clients and product providers in a professional manner.
- Attend regular operational meetings.
- Assist other support staff as and when required.

Adherence to Management Systems & Controls
- Work with colleagues to ensure adherence to company procedures and standards and maintain an up to date knowledge of company policies.
- Use relevant technology as required for the role (full training will be provided).

**Key Skills & Experience**:

- Strong client service skills
- Excellent communication skills
- Strong Microsoft Office skills
- Strong methodical and organisational skills
- Accurate with good attention to detail
- Basic knowledge of the financial service sector would be beneficial

Salary dependent upon experience

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

**Salary**: £21,000.00-£26,000.00 per year

**Benefits**:

- Company pension
- Cycle to work scheme
- Free parking
- Life insurance
- On-site parking
- Paid volunteer time
- Private medical insurance
- Sick pay

Schedule:

- Monday to Friday

Ability to commute/relocate:

- York: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Financial services: 1 year (preferred)

Work Location: In person



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