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At Ethos Financial Solutions we have a vibrant team of individuals who come together through shared ideas and values to deliver solutions and drive our business forward.

We work in a very fast paced, dynamic environment. In order to give the best service to our clients, we look to employ professional people who engage, are accountable, and most importantly are passionate about what they do.

We also have a very strong 'work hard, play hard' ethic, so be prepared to have a lot of fun too!!

We are always on the look out for new talent to add to the Ethos team.

Current Job Vacancies

Click on the vacancies below for more information.

 At Ethos Financial Solutions we have a vibrant team of individuals who come together through shared ideas and values to deliver solutions and drive our business forward.

We work in a very fast paced, dynamic environment. In order to give the best service to our clients, we look to employ professional people who engage, are accountable, and most importantly are passionate about what they do.

We also have a very strong 'work hard, play hard' ethic, so be prepared to have a lot of fun too!!

The prime function of the Technician Role is to support the Financial Planners and be a central point of contact, liaising with clients by telephone, post and email. Day to day administration duties will include the processing and servicing of Life Assurance, Pensions and Investments for individual clients and Employee Benefits Group Schemes for corporate clients.

Key Tasks include:

New Business Processing life, pensions, investments, group pension & group protection schemes

Service Existing Clients review, process and administer all enquires relating to personal and commercial clients, and ensure records are accurately maintained and serviced

Co-ordinate Annual Review Meetings preparation of reports for Financial Planners

Provide Technical Support for the Financial Planners and clients

Handle Claims administration of mortality claims

A Certificate in Financial Administration or progression towards would be an advantage, although not essential as full training will be provided

Benefits Include:

Competitive Salary

23 days holiday plus Bank Holidays

Death in Service 4 X salary

Pension scheme

Westfield Health

Range of social activities

Funded professional qualifications which reward success

You Need to Able to Demonstrate -

Excellent communication skills, both verbal and written with evidence of communicating with a wide range of stakeholders

Customer Focused approach to work

The ability to plan, organise and prioritise effectively

The ability to work under pressure and under own initiative

Motivation, drive and the desire to learn and develop

A keen eye for detail

Excellent team working skills

 

 

 

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