Job Type: Permanent
Date Posted: 11/01/2018
Financial Services Executive
- A market leading Financial Services firm looking to recruit for a Financial Services Executive for their Belfast office. Our client is a market leading pension and annuity company going through massive growth and are looking to add to their expanding team.
Why This Role:
- Working with a leading financial services firm that is going through incredible growth and expansion. Our client places a lot of emphasis on supporting staff with career progression.
- Create, record and update client data and produce appropriate output to ensure client records are accurately maintained
- Review the status of client business and provide regular updates on progress of their cases
- Develop and maintain effective relationships with key clients
- Communicate and liaise internally and externally to facilitate excellent working relationships
- Ensure all agreed service level agreements with clients are met
- Maintain and implement personal development plan in partnership with manager
- Provide integral support to the sales process in order to help increase new business income
- You must have experience of working in a Banking or Financial Services environment
- Minimum of 7 GCSE’s Grade C and above
- Client focused
- Excellent written and oral communication skills
- Self-organised and methodical
- Able to interpret complex information
- Decision making and basic problem solving skills
- £17,000 plus an excellent benefits package
- Annual leave entitlement 25 days + 11 statutory days
- Pension Plan – Aviva GPPP available
- Private Medical Insurance
- Death In Service – 4 x salary Permanent Health Insurance
Nicky Strutt – firstname.lastname@example.org – 02890 998048
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