Financial Services Assistant

Posted 5 November by Talentspa
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Financial Services Assistant

Location: Solihull

Salary: £20,000 - £24,000 (Depending on experience)

Hours: 9am - 5pm, Monday - Friday

Job Type: Full-time

About our client:

They are a completely independent Network for mortgage and protection brokers with over 350 member firms across the UK

Responsibilities of the Financial Services Assistant:

  • Dealing with incoming emails, post and telephone calls often corresponding on behalf of the Compliance Director
  • Manage diaries and organise meetings and appointments
  • Booking and arranging travel, transport and accommodation
  • Reminding the Compliance Director of important tasks and deadlines and ensuring he is well prepared
  • Typing, compiling and preparing reports
  • To take minutes in meetings
  • Manage databases and filing systems
  • Liaising with management, directors, staff, advisers and providers

Requirements of the Financial Services Assistant:

  • Minimum 2 year’s experience in a Financial Services role.
  • Excellent verbal and written communication skills
  • Excellent organisation skills
  • Ability to work under pressure, prioritise and work to tight deadlines
  • Competent on Microsoft office suite i.e. excel, word etc

Benefits of becoming the Financial Services Assistant:

Our clients believe a happy work force is a productive work force. Their company benefits include, an annual profit share scheme, a staff appreciation week, an annual company day out, a pension scheme and many more

If you feel you meet the above criteria of thisFinancial Services Assistant role then please apply now!

Reference: 36528538

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