Financial Services Assistant

Ref: JOB-7490_1632993048

Stoke-on-Trent, Staffordshire.

Permanent. Full Time.

£18000 - £20000 per annum

Job Title: Financial Services Assistant

Location: Newcastle-under-Lyme

Hourly Rate: £18,000 – £20,000

Contract: Full Time, Permanent

Working Hours: Monday to Friday

Our well-established client based in Newcastle-under-Lyme are looking for a Financial Services Assistant who wants to learn and progress to become a Financial Account Manager.

Key responsibilities as a Financial Services Assistant:

  • Provide support to the current Account Managers to manage their existing clients
  • Book reviews and advise meeting in for the Account Managers
  • Deal with insurance companies and fund providers to gather information and valuations for clients
  • Monitoring client accounts to ensure they have the correct policies and accounts in place
  • Process all relevant paperwork following client meetings
  • Look after the diaries of the Account Managers

Desired skills as a Financial Services Assistant:

  • Have the desire to learn and progress
  • Some understanding of the finance industry
  • Excellent communication skills
  • IT literate
  • Organised

If you believe you have the skills to become a successful Financial Services Assistant, apply now!

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Contact Name: Appointments Personnel

Contact Number: 01782 338787