Financial Services Specialist

1 week ago

Boston, Lincolnshire, United Kingdom Templegate recruitment Full time

About Templegate Recruitment

We are working with a prominent financial services company that specialises in providing a wide range of investment and wealth management solutions. Their commitment to delivering tailored financial strategies has earned them a strong reputation in the industry.

Key Responsibilities

  • Provide polite and professional communication to clients and colleagues.
  • Handle incoming and outgoing post, as well as email requests from advisers and clients.
  • Perform general office duties, including filing and photocopying.
  • Book meeting rooms, hotels, and taxis as required.
  • Conduct accurate data entry and prepare client valuations.
  • Process client investment and pension withdrawals.

Requirements

The ideal candidate will have excellent communication skills and the ability to work accurately and efficiently in a fast-paced environment. They will also have a strong attention to detail and be able to maintain confidentiality when handling sensitive client information.

What We Offer

Our client offers a competitive salary and a range of benefits, including opportunities for professional development and career advancement.

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