We are seeking to hire a Financial Services Technician to join our growing team at Rouse Limited. We are a friendly business with traditional values, providing strategic financial planning advice with a high level of client care.
Scope of Work
1. Compilation of pre-client meeting review documents
2. Finalisation of post-client meeting review reports
3. Liaison with other team members to ensure data accuracy
4. Liaison with product providers
Key Skills
1. Proven composition and numerical skills
2. Investigative and analytical skills
3. Effective time and workload management
Benefits
1. Interesting responsibilities and a collaborative, office-based work environment
2. Competitive salary and benefits (including health cover, private pension, income protection, critical illness, and life cover)
3. Good work-life balance
4. Opportunity to shape your future in financial services
If interested, please send your CV to lisa.butler@rouseltd.co.uk. Rouse Limited is authorized and regulated by the Financial Conduct Authority.
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