Financial Services Administrator
14 hours ago
We are seeking a highly organized and detail-oriented IFA Administrator to join our team at Artemis Recruitment Consultants Ltd.
Key Responsibilities:
- Collate and maintain accurate client records, ensuring all necessary compliance documentation is in place.
- Work closely with Financial Advisers to prepare recommendations and suitability reports, including data gathering and application form preparation.
- Communicate effectively with clients, recording all interactions on their file in line with company policy.
- Assist in identifying areas for planning and sourcing solutions to meet client needs and objectives.
- Prepare suitability letters and reports for approval by the Financial Adviser, along with associated documentation.
- Provide administrative support, including new business processing, income matching, and management information.
Requirements:
- Understanding of the Financial Planning process and ability to work within defined business processes.
- Ability to achieve agreed outcomes without supervision and prioritize workload effectively.
- Detailed and accurate, with excellent interpersonal skills and good IT skills.
- Ability to work independently and in a team, with a focus on delivering high-quality results.
About Us:
Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services. We are committed to providing exceptional service and supporting our clients in finding the best talent for their teams.
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