Financial Services Assistant

5 days ago


Thame, Oxfordshire, United Kingdom Antony George Recruitment Full time

We are currently seeking a skilled and dedicated individual to fill the role of Financial Services Assistant at Antony George Recruitment.

As a key member of our team, you will provide exceptional support to our financial advisors, ensuring that clients receive the best possible service.

The successful candidate will have excellent communication skills, with the ability to build strong relationships with clients and colleagues alike. A high level of accuracy and attention to detail is also essential, particularly when managing client records and documentation.

An attractive salary of £23,500-£28,500 per annum reflects the importance of this role in delivering exceptional client service.

Key Responsibilities:

  • Support financial advisors in delivering exceptional client service
  • Manage client records and documentation
  • Prepare reports and summaries for client reviews

Requirements:

  • Excellent communication skills
  • High level of accuracy and attention to detail
  • Proficiency in CRM systems and Microsoft Office Suite

Benefits:

  • Flexible working options
  • 9-day fortnight scheme
  • 30 days annual leave plus bank holidays


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