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We’re Hiring: Financial Services Assistant

Oct 2021


Due to continued growth. We have a further vacancy for a full-time Financial Services Assistant to join our expanding team in St Asaph. The successful candidate will work in a team that deals with client queries, relating to life assurance, pension and investments as well as liaising with product providers, general administration and arranging client reviews.

Specific Responsibilities:

The key responsibilities of the role are listed below. Due to the nature of the business the role may also include additional responsibilities considered reasonable by the company.

  • Taking phone calls, enquiries and requests, and dealing with them where appropriate.
  • Client correspondence, written and verbal.
  • Processing new business.
  • Preparation of client review packs and booking client reviews into the advisers diary.
  • Back office support.
  • Ensuring that all client administration is carried out in accordance with the firms procedures.
  • Maintain client records on our back office system to ensure that all client/firm documentation is well presented, accurate and complaint.

Experience & Skills:

  • The role requires a reliable individual who has the ability to manage and prioritise workloads, so excellent organisational abilities are essential.
  • Previous work experience in Financial Services would be advantageous.
  • Good working knowledge of Intelligent Office preferable.
  • Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy.
  • Excellent communication skills including written and telephone.
  • Analytical and problem solving skills.
  • Excellent planning and organisational skills.
  • Confident with IT and office software packages (Word, Excel etc).
  • A team player with a positive attitude.
  • Administrative experience: 1 year (preferred)


  • Potential for career progression and financial support for achievement of relevant qualifications.
  • A competitive salary based upon experience.
  • Pension
  • Life Insurance.
  • Income Protection
  • Job Type: Permanent


  • Monday to Friday


  • GCSE or equivalent (preferred)

Work remotely:

  • No
To apply please send your CV and covering letter to