Financial Services Associate
2 days ago
We are seeking a highly motivated and organized individual to join our team as an Administrative Support Role in Financial Services. As a key member of our advisory firm, you will provide exceptional support to senior financial advisors and play a vital role in ensuring the smooth operation of our client services.
Key Responsibilities- Assist senior financial advisors with client documentation and administrative tasks.
- Produce high-quality review packs and valuations for annual reviews.
- Update client records and complete fact finds in Intelligent Office.
- Upload documents to a digital wealth management platform.
To be successful in this role, you will require 1-3 years of experience in the financial services sector, with a strong understanding of investments, pensions, and retirement planning. A Bachelor's-level education in Maths and English is also essential, along with proficiency in Microsoft Office and Intelligent Office.
What We OfferAs a valued member of our team, you can expect a competitive salary, a fixed-term contract with potential for renewal or permanent employment. Our team environment is dynamic and supportive, offering opportunities for growth and development.
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Environmental Services Associate
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Financial Services Director
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Customer Service Associate
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UK Financial Services Professional
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Doncaster, Doncaster, United Kingdom Lime Search & Select Ltd Full timeJob DescriptionWe are seeking a highly skilled and experienced individual to join our team as an Administrative Support Role in Financial Services. The successful candidate will have a proven track record in providing exceptional client service, a strong understanding of financial services, and excellent communication skills.Key TasksProvide administrative...
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Office and Financial Services Coordinator
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