Financial Services Technician - Rouse Limited

Rouse Limited; Newport; On-site; GBP 30,000 - 40,000; Full time

Job summary

Rouse Limited is seeking a financial services technician to support a growing team. The role involves compiling and finalising reports, liaising with team members and product providers, and requires strong analytical and numerical skills. In return, you can expect interesting responsibilities, full development support, and a competitive salary with benefits.

Benefits

Comprehensive health cover

Private pension scheme

Income protection

Critical illness cover

Life cover

Good work-life balance

Qualifications

• Proven composition and numerical skills.
• Investigative nature and analytical skills.
• Attention to detail is crucial.

Responsibilities

• Compile pre-client meeting review documents.
• Finalise post-client meeting review reports.
• Liaise with team members for accurate data.

Skills

Composition skills

Numerical skills

Investigative nature

Analytical skills

Attention to detail

Time management

Job description

We are looking to secure a financial services technician, to support 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.

The scope of work we are offering:

·Compilation of pre-client meeting review documents

·Finalisation of post-client meeting review reports

·Liaison with other team members to ensure accuracy of data

·Liaison with product providers

The key skills we are looking for:

·Proven composition and numerical skills

·An investigative nature and analytical skills

·An eye for detail

·Effective time and workload management

In return you will receive:

·Interesting and sophisticated responsibilities

·Full development support

·Competitive salary and benefits package (including comprehensive health cover, private pension scheme, income protection, critical illness and life cover)

·A good work-life balance

·An opportunity to shape your financial services future

This is an office-based role to complement our collaborative approach to working.

Rouse Limited is authorised and regulated by the Financial Conduct Authority.