Technical Financial Assistant
Location: Oxfordshire
Contract: Permanent
Rate: £23,000 - £28,000 Per Annum
Start date: Flexible
*Hybrid Working*
Contact: (url removed)
Job Description
Service Care Solutions is excited to be recruiting on behalf of a respected financial advisory firm, seeking a proactive and technically adept Technical Financial Assistant to join their team. This role is perfect for someone with strong data management skills, keen analytical abilities, and a commitment to client service excellence. As an integral team member, you'll support Paraplanners in research, new business implementation, and maintain accurate data records to ensure compliance and streamlined operations. If you're driven to deliver exceptional support within a professional environment and eager to expand your technical expertise, this opportunity could be an ideal fit for you.
Main responsibilities
Assist in research and analysis to address client needs and objectives, and support the implementation of new business.
Maintain Business Flow: Build and sustain internal relationships to ensure smooth business flow and achieve set targets.
Contribute to efficient administrative processes to enhance business operations.
all activities are conducted in a compliant manner, adhering to both internal and external regulations.
Engage in continuous learning to meet regulatory standards and enhance personal growth.
Candidate Requirements
Fa...