Financial Services Assistant

6 days ago


Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full time

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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