Financial Services Technician

Job Posted: 23 May 2025

• Contract Term: Permanent
• Location: Newport, Isle of Wight
• Contract Type: Full time
• Salary: According to qualifications and skills
• Industries: Banking & Financial Customer Service Miscellaneous General Office

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.