The job will consist of working with financial advisors to complete written reports for clients and the background administration work required for the business.
Key Responsibilities
* Prepare and maintain financial records
* Assist in the preparation of financial reports & reviews
* Completing client requests such as withdrawals
* Collaborate with internal teams & third party providers
* Maintain confidentiality of financial information and adhere to company policies and procedures
* Proficient in financial software and tools (e.g, Excel)
Desired Skills & Qualifications
* Strong attention to detail and accuracy in data entry
* Excellent organisational skills with the ability to prioritise tasks effectively
* Ability to work independently as well as collaboratively within a team
* Effective communication skills, both written and verbal
* Background in financial services preferred but not essential
* Previous experience with St. James's Place systems
Job Type
Full-time
Benefits
* Casual dress
* Company events
* Free flu jabs
* Free parking
* Health & wellbeing programme
* Paid volunteer time
* Sick pay
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