Financial Services Admin & Customer Services Assistant

DCT Recruitment are looing for a Permanent Financial Services Admin & Customer Services Assistant to work in our ever growing Financial advisory office in Bootle

3 days per week (9am–5pm) Wednesday would be a required working day.
Pay: £15-£17 P/H experience dependent

Required working day: Wednesday
Opportunity to work for a close knit, independently run financial advisory company looking for a motivated Financial Services Admin & Sales Assistant to join team for 3 days per week (9am–5pm). This is a fantastic opportunity for someone who enjoys numbers, has strong attention to detail, and wants to build a long term career in finance, pensions, and wealth management.

What You’ll Be Doing
• General office administration including document handling, client correspondence, and data entry
• Sales support tasks such as preparing client packs and assisting advisers with follow ups
• Maintaining accurate records in line with GDPR requirements
•...