Financial Services Assistant

1 week ago


Linlithgow, United Kingdom Talent Finder Full time
Financial Services Assistant

This is an exciting opportunity to join our team at Talent Finder as a Financial Services Assistant. As a key member of our operations team, you will play a vital role in supporting financial advisors to deliver exceptional client-focused financial solutions.


About the Role:
  • To manage client communications and daily correspondence effectively.
  • To keep client files meticulously updated and organised.
  • To process new business applications from initiation to completion.
  • To gather product information from providers.
  • To prepare financial illustrations and draft suitability reports.
  • To maintain the new business pipeline and prepare for client review meetings.

The ideal candidate will have excellent attention to detail, strong organisational and time-management skills, and the ability to work effectively both independently and as part of a team.


About You:
  • Proficiency in Microsoft Office Suite, especially Word, Excel, and PowerPoint.
  • A passion for career advancement and a drive to exceed expectations.

In return, you can expect:


  • 25 days holiday per year plus English bank holidays.
  • £1,000 to cover travelling expenses.
  • Quarterly bonus after successful completion of the 6-month probation period.
  • 5% employer contribution to workplace pension.
  • Opportunities for career progression into training or supervisory roles.
  • Support to complete Professional Qualifications.
  • Structured training in key business areas.
  • Free parking.



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