Administrator - Financial Administrator

4 weeks ago


London, United Kingdom Artemis Recruitment Consultants Ltd Full time

Technical Financial Administrator - London - Artemis Recruitment Consultants Financial Services
Technical Financial Administrator - London
Technical Financial Administrator - London
Obtain information from clients to facilitate Annual Suitability Reviews
· Obtain literature, illustrations and forms from providers and pre-complete basic client details
• Close plans correctly on Intelligent Office in a timely manner and ensure income expectations are settled, if relevant
• Ensure all client information is accurately maintained on internal systems (Salesforce), including all written and electronic communication with clients and providers, and meeting notes
• Schedule and manage follow up tasks relating to client meetings and business submissions using Salesforce to monitor and accurately record tasks.
Notify the Adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process
• Follow Anti-Money Laundering Procedures and comply with the requirements of GDPR
• Follow risk profiling procedures, record risk profile score in iO and save risk profile to the DMS
• Assist with general administration as required e.g. ad-hoc scanning and filing
• Have 5+ years’ experience within a relevant sector of the financial services industry, in an technical administration role, involving direct contact with high net worth clients 
• Have comprehensive experience of using Salesforce (or an equivalent system) to perform an administrative role, as well as the required product and process knowledge to carry out the role effectively
• Have excellent IT skills, being highly proficient in the use of Microsoft Office packages. A good working knowledge of Excel will be an advantage
• Have sufficient understanding of the needs of Financial Services teams, and FCA rules and compliances, in order to effectively carry out the role
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