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Form of work
SalarySalary: GBP25,000 + Free Parking
Our client is a well-established family run Wealth Management Firm who provide a first class and professional service for all of their clients. Due to continued success and expansion a new opportunity is available for a talented Financial Services Assistant to join their team!
Our client is happy to consider someone on a Full or Part Time basis!
Key Skills and Responsibilities:
" Be a professional, efficient and friendly point of contact for clients, dealing with enquiries by telephone, email and in person.
" Providing pre-and post-client meeting support.
" Preparation of valuation reports and documentation in readiness for client meetings.
" Processing new business for the Financial Planners through to completion, liaising with clients, providers, third parties and colleagues.
" Obtain illustrations and related documentation for financial planning reports.
" Maintaining and updating records and databases with client financial and other data.
" General office duties such taking and directing phone calls, responding to emails, scanning and dealing with incoming and outgoing post
What we need from you:
" Motivated and confident individual
" Excellent attention to detail
" Desire to build a long-term career in Financial Services
" Previous experience or knowledge in Financial Services
What is in it for you?
" Get full training and development from industry experts
" An exciting and progressive career opportunity
" Bonuses linked to personal progression
" Hours of Work Monday - Friday 9am -5pm
NJR 14473
