Financial Services Assistant - Llandudno, United Kingdom - 75point3 Limited

75point3 Limited

Verified Company

Llandudno, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Specific Responsibilities:
The key responsibilities of the role are listed below. Due to the nature of the business the role may also include additional responsibilities considered reasonable by the company.

Taking phone calls, enquiries and requests, and dealing with them where appropriate.
Client correspondence, written and verbal.
Processing new business and ensuring that all cases move through to completion as quickly and efficiently as possible.
Back office support and advisor diary management.
Ensuring that all client administration is carried out in accordance with the firms procedures.
Maintain client records on our back office system to ensure that all client/firm documentation is well presented, accurate and complaint.

Experience & Skills:

The role requires a reliable individual who has the ability to manage and prioritise workloads, so excellent organisational abilities are essential.
Previous work experience in Financial Services would be advantageous.
Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy.
Excellent communication skills including written and telephone.
Analytical and problem solving skills.
Excellent planning and organisational skills.
Confident with IT and office software packages (Word, Excel etc).
A team player with a positive attitude.

Benefits:

Potential for career progression and financial support for achievement of relevant qualifications.
A competitive salary based upon experience.
Pension
Life Insurance.
Income Protection

Job Types:
Full-time, Permanent

Job Types:
Full-time, Permanent

Schedule: