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Experienced Financial Administrator
2 months ago
Artemis Recruitment Consultants Ltd is seeking a skilled Financial Administrator to join their team in Brighton. As a key member of the practice, you will play a vital role in supporting financial advisers and clients.
Key Responsibilities:- Establish and maintain effective communication channels between clients and colleagues.
- Retrieve and manage new and historical information about individual clients.
- Record and maintain accurate documentation of all verbal, written, and electronic communications.
- Collaborate with financial advisers to gather information for financial report creation.
- Assess client objectives to identify tailored solutions.
- Prepare and present suitability letters to financial advisers, adhering to company policy and regulatory requirements.
- Support additional client needs by acquiring information on business processes, tax, and other relevant fields.
- Ensure compliance with Financial Conduct Authority regulations and stay up-to-date with industry developments.
This is an excellent opportunity to join a growing practice and work alongside a team of professionals in a dynamic and supportive environment.