Financial Services Executive

Introduction

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.  

Overview

At Gallagher, we are innovative thinkers and service-minded colleagues, united by The Gallagher Way and a shared commitment to one another’s growth. In this role, you’ll help support financial services activity across the team, working in a setting that values clear communication, accountability and doing business the right way.

How you'll make an impact

You’ll support the team with day-to-day financial services administration and help keep work accurate, organised and on track. You’ll work with colleagues to manage records, follow internal processes and respond to queries in a timely way.

 

You may also help with:

• keeping files, documents and correspondence up to date
• supporting reviews, reporting and follow-up actions
• helping to prepare information for colleagues and clients
• working across teams to make sure tasks are completed properly and on time
• helping to maintain consistent standards in line with internal procedures and regulatory requirements

About you

Here’s what you’ll bring to the role:

• Fully QFA qualified with a strong understanding of financial services and regulatory requirements.
• Experience in financial services, administration, compliance or client support
• Ability to keep information accurate and organised
• Ability to explain information clearly in writing and over the phone
• A practical approach to following process and meeting deadlines
• Familiarity with Microsoft Office and business systems
• A relevant financial services qualification, or willingness to work towards one if required

 

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