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Financial Services Assistant

Posted 23 February by HR GO Recruitment Easy Apply Ended

Financial Services Assistant

Location: Bishop's Stortford

Salary: £24k - £26k

Hours: 9am - 5:30pm, Monday - Friday

We currently have an exciting opportunity for a Financial Services Assistant to join a small team with our Bishop's Stortford based client.

The successful candidate will be fully responsible for providing support the company Director. The role would suit someone with a previous Accounts or Finance background looking for career progression.


  • Liaising with providers to obtain information.
  • Adhering to company's internal processing and administration procedures.
  • Working with the relevant platform to facilitate business transactions.
  • Producing annual client reviews to a high standard and updating any remedial work following review meeting.
  • Conducting research and drafting recommendation reports.
  • Ensure that client files are completed to a high standard, demonstrating knowledge of client and showing that suitability principles have been adhered to.
  • Maintaining company compliance and confidentiality standards, including completion of annual compliance tests and declarations.

Experience/skills required

  • Must have previous experience within an Independent Financial Adviser Firm
  • Good knowledge of Excel and Word
  • High level of numeracy skills
  • Experience around pension switching and the process around this type of business
  • To have initiative and ability to be forward thinking
  • Self-motivated and driven
  • Willingness to learn and progress
  • To be studying for level 4 Diploma

Required skills

  • Financial Services
  • Paraplanning
  • Accounts
  • Administration

Reference: 34549092

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