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- Tasks: Support our Financial Services team with typing, applications, and client communication.
- Company: Join a friendly and supportive financial services firm in Aberdeen.
- Benefits: Generous leave, birthday day off, pension, and healthcare options.
- Why this job: Gain valuable experience in finance while enjoying a flexible work-life balance.
- Qualifications: Strong communication skills and proficiency in Microsoft Office required.
- Other info: Great career progression opportunities in a dynamic environment.
The predicted salary is between 13 - 16 £ per hour.
We are seeking to appoint a highly motivated and efficient Financial Services Secretary to join our busy Financial Services Department based within our Albyn Place office.
Duties shall include:
- Audio typing.
- Submit all life, income protection & home insurance applications and chase until acceptance. Thereafter review with Advisors until policy received.
- Obtain valuations and update Portfolio Reports.
- Prepare home insurance, life insurance and income protection quotes for all Advisors. Research the most appropriate Mortgage and Insurance offer and summarise for Advisors.
- Upload mortgage documents and chase any outstanding documents that may be required in order to complete the mortgage.
Location: Aberdeen
Hours: 25 hours per week (May be Flexible)
Qualifications & Experience: The successful candidate should have outstanding customer relation skills, a bright and friendly disposition, excellent communication skills, a good work ethic, the ability to function well under pressure and prioritise workload accordingly. Exceptional attention to detail, typing and administrative skills. A good working knowledge of Microsoft Office and Outlook is essential. Demonstrable experience within a financial services industry preferred.
Salary & Benefits: The salary for this role is commensurate with experience. In addition, we offer a generous annual leave entitlement, plus a day for your birthday, contributory pension, Raeburns Rewards and the option to join the Firm’s Healthcare Provider. We offer a friendly and supportive working environment with a strong focus on work/life balance, meaningful work and excellent career progression opportunities.
It is our practice i) to acknowledge applications; and ii) issue written confirmation if your application is not to be progressed further. However, on grounds of business efficiency, it is not our practice to provide any feedback to any candidate on any unsuccessful application and/or interview.
Part Time Financial Services Secretary - Aberdeen employer: Raeburn Christie Clark & Wallace
Contact Detail:
Raeburn Christie Clark & Wallace Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Part Time Financial Services Secretary - Aberdeen
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a part-time gig. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of the company and the role. Familiarise yourself with their services and think about how your skills, like audio typing and customer relations, can add value to their team.
✨Tip Number 3
Showcase your organisational skills! During the interview, share examples of how you've managed multiple tasks under pressure. This will demonstrate that you can handle the workload in a busy financial services environment.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Part Time Financial Services Secretary - Aberdeen
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Secretary role. Highlight your audio typing skills, customer relations experience, and any relevant financial services background. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your personality and explain why you're the perfect fit for our busy Financial Services Department. Don’t forget to mention your attention to detail and communication skills!
Showcase Your Skills: We love seeing specific examples of your skills in action. Whether it's your proficiency in Microsoft Office or your ability to manage multiple tasks under pressure, make sure to include these in your application. It helps us understand what you bring to the table!
Apply Through Our Website: For the best chance of success, apply directly through our website. This ensures your application gets to us quickly and efficiently. Plus, it shows you’re keen on joining our friendly team at StudySmarter!
How to prepare for a job interview at Raeburn Christie Clark & Wallace
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially the specific duties mentioned in the job description. Familiarise yourself with audio typing and the processes for submitting insurance applications. This will show that you're not just interested in the role but also prepared to hit the ground running.
✨Show Off Your Skills
Highlight your customer relation skills and communication abilities during the interview. Be ready to share examples of how you've successfully managed workloads under pressure. This is key for a role that requires exceptional attention to detail and administrative skills.
✨Be Tech-Savvy
Since a good working knowledge of Microsoft Office and Outlook is essential, make sure you can discuss your experience with these tools confidently. You might even want to mention any specific projects where you used these applications effectively.
✨Ask Smart Questions
Prepare some thoughtful questions about the company culture and the team you'll be working with. This shows that you're genuinely interested in the role and helps you assess if it's the right fit for you. Plus, it gives you a chance to engage with the interviewers on a more personal level.
