Financial Services Assistant
6 days ago
Artemis Recruitment Consultants Ltd is seeking an experienced Financial Services Assistant to join their team in Liverpool. The successful candidate will have excellent organisational skills, a flexible approach and experience working with Microsoft Office products.
About the Company:Our client is a leading financial advisory firm based in the Liverpool area. They offer a dynamic and supportive work environment where employees can grow and develop their careers.
About the Role:- Prepare and package financial planning reports for Advisers and their clients.
- Obtain policy information, documents, factsheets, illustrations, and product comparison quotes through appropriate sources.
- Maintain accurate client information and record client interaction on the back office system.
The salary for this role is estimated to be between £24,000 - £28,000 per annum.
Candidate Specification:
- Experience of working with Microsoft Office products including Word, Excel, Outlook, and PowerPoint, or similar tools.
- Excellent organisational skills, flexible and proactive approach to getting the job done.
- Previous experience of working within financial services.
- Experience of working in a small to medium-sized financial services environment.
- Knowledge of the Financial Services Industry.
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