Financial Services Assistant

Job Title: Financial Services Assistant
Contract Type: Permanent
Location: West Sussex, England
Salary: Negotiable
Start Date: ASAP
Reference: BBBH5833_1559311233
Contact Name: Financial Services
Contact Email:
Job Published: May 31, 2019 15:00

Job Description

Financial Services Assistant!
Part Time/School Hours!
Competitive Salary!

This is a fantastic opportunity for someone to work closely alongside a Financial Adviser and Personal Assistant, helping them provide a seamless service to new and existing clients.
You must have excellent organisational and administrative skills, including a good working knowledge of all Microsoft packages. Professionalism and confidentiality are key, as is the ability to think ahead and forward plan. You should also be motivated by working in a people-centric business where developing and maintaining professional relationships with colleagues and clients is essential.
The position would ideally suit a dynamic individual, as there will be a requirement to deal with a variety of tasks, necessitating a good level of financial services acumen. Alongside this we're looking for someone who is numerate, works well under pressure, can handle a challenging workload, is adaptable and enjoys working in a fast-paced environment.

What will I be doing in the role?

  • Manage incoming calls and emails
  • Help make appointments for new and existing clients, annual reviews and other meetings as required.
  • Providing client support required via phone, email or post.
  • Help set up client files and filing.
  • Produce client specific illustrations.
  • Update client holdings, valuations, obtain share values, use analytics.
  • Maintain detailed and accurate records.
  • Interpret instructions and issues arising and then implement actions according to administrative policies and procedures.
  • Adhere to stated policies and procedures relating to quality management.
  • Any other tasks as required as part of a varied role reporting to the Managing Director.

What do we look for in this role?

  • Someone who is passionate about Financial Advice
  • Experience in a Financial Services Office is preferable .
  • A person who is dynamic, positive, outgoing, professional and confidential in undertaking all aspects of their role.
  • Candidates must be articulate, numerate, well presented and used to dealing with people at all levels.
  • Someone that is comfortable dealing with a wide variety of tasks, often relating to different businesses to tight deadlines.
  • A team player, who is comfortable working closely with the Adviser and PA, but is equally comfortable working on their own.

What are the benefits?
In addition to a competitive salary, you will benefit from a significant focus on your own personal development, with the right candidate being provided with the opportunity to have a significant input into how their role develops. In conjunction with this we offer:

  • A competitive Salary
  • A modern, comfortable working environment with kitchen and gym facilities
  • 28 days holiday (including bank holidays), rising to 31 after 5 year's service
  • Pension scheme
  • Private Medical insurance

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.

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