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Financial Operations Coordinator

2 months ago

Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time
Financial Administrator - Wokingham

We are seeking a highly organized and detail-oriented Financial Administrator to join our client's firm in Wokingham. This is a full-time office-based role that requires strong communication and interpersonal skills.

As a Financial Administrator, you will work closely with Financial Advisers and other colleagues to assist in preparing recommendations and producing suitability reports in line with company policy. Your responsibilities will include:

  • Collecting and collating information and data about clients in accordance with the principles of 'know your client' and company policy.
  • Working with Financial Advisers to discuss client objectives, identifying and obtaining necessary information to compile financial reports.
  • Assisting in identifying areas for planning and sourcing solutions suitable to meet client needs and objectives.
  • Obtaining information, quotes, illustrations, and product details, and providing comparisons for analysis.
  • Preparing suitability letters and reports for approval by Financial Advisers in line with company policy.
  • Providing administrative support with tasks such as new business processing, income matching, and collating management information.

Key Skills:

  • Understanding of the Financial Planning process.
  • Ability to achieve agreed outcomes without supervision.
  • Good report writing skills.

Knowledge & Experience:

  • Experience of maintaining good working relationships in the delivery of financial advice services or a similar environment.