Client Administrator
1 month ago
Artemis Recruitment Consultants Ltd is seeking a skilled Client Administrator to collaborate with Financial Advisers and colleagues at their St Asaph office. This hybrid role involves assisting in preparing recommendations and producing suitability reports, maintaining client records, and promoting the company's services in a professional and FCA compliant manner.
Key Responsibilities:- Liaise with third-party providers and navigate software platforms to ensure seamless communication.
- Coordinate Financial Planner's diaries and arrange client meetings to optimize productivity.
- Ensure accurate and timely data entry to maintain high-quality client records.
- Minimum 6 months of experience in a Wealth Management, Financial Planning, or IFA firm.
- Familiarity with pensions, investments, mortgages, and protection is highly desirable.
- Demonstrable experience in delivering exceptional client service.
- Understanding of FCA rules and compliance to effectively carry out the role.
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Customer Service Representative
3 weeks ago
St Asaph, Denbighshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Administrator OpportunityWe are seeking a skilled Client Administrator to join our team at Artemis Recruitment Consultants Ltd. This role will involve working closely with Financial Advisers to prepare recommendations and suitability reports, as well as maintaining client records and data entry.Key Responsibilities:Liaise with third-party providers...
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Customer Service Representative
2 months ago
St Asaph, Denbighshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Administrator - Financial ServicesArtemis Recruitment Consultants Ltd is seeking a skilled Client Administrator to join their team. As a Client Administrator, you will work closely with Financial Advisers and other colleagues to provide exceptional client service and support.Liaise with third-party providers and navigate software platforms to ensure...
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Customer Service Representative
2 months ago
St Asaph, Denbighshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Administrator - Financial ServicesArtemis Recruitment Consultants Ltd is seeking a skilled Client Administrator to join their team. As a Client Administrator, you will work closely with Financial Advisers and other colleagues to provide exceptional client service and support.Liaise with third-party providers and navigate software platforms to ensure...
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Customer Service Representative
3 weeks ago
St Asaph, Denbighshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Administrator OpportunityWe are seeking a skilled Client Administrator to join our team at Artemis Recruitment Consultants Ltd. This role will involve working closely with Financial Advisers to prepare recommendations and suitability reports, as well as maintaining client records and data entry.Key Responsibilities:Liaise with third-party providers...
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Customer Relations Team Lead
1 week ago
St Asaph, Denbighshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeAs a Customer Relations Team Lead at Artemis Recruitment Consultants Ltd, you will be responsible for leading a team of Wealth Client Administrators in delivering exceptional service to our clients. Your key responsibilities will include:Key Responsibilities:Leading a team of Wealth Client Administrators to ensure delivery of service excellence.Providing...
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Customer Service Representative
2 weeks ago
St Asaph, Denbighshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Administrator - St AsaphArtemis Recruitment Consultants Ltd is seeking a Client Administrator to join their team in St Asaph. This hybrid role involves working closely with Financial Advisers and colleagues to prepare recommendations and suitability reports in line with company policy.Liaise with third-party providers and navigate software...
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Customer Service Representative
1 month ago
St Asaph, Denbighshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Administrator OpportunityWe are seeking a skilled Client Administrator to join our team at Artemis Recruitment Consultants Ltd. This role will involve working closely with Financial Advisers to prepare recommendations and suitability reports, as well as maintaining client records and data entry.Key Responsibilities:Liaise with third-party providers...
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Customer Service Representative
1 month ago
St Asaph, Denbighshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Administrator OpportunityWe are seeking a skilled Client Administrator to join our team at Artemis Recruitment Consultants Ltd. This role will involve working closely with Financial Advisers to prepare recommendations and suitability reports, as well as maintaining client records and data entry.Key Responsibilities:Liaise with third-party providers...
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Customer Service Representative
2 weeks ago
St Asaph, Denbighshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Administrator OpportunityWe are seeking a skilled Client Administrator to join our team at Artemis Recruitment Consultants Ltd. This role will involve working closely with Financial Advisers to prepare recommendations and suitability reports, as well as maintaining client records and data entry.Key Responsibilities:Liaise with third-party providers...
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Customer Service Representative
2 weeks ago
St Asaph, Denbighshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Administrator OpportunityWe are seeking a skilled Client Administrator to join our team at Artemis Recruitment Consultants Ltd. This role will involve working closely with Financial Advisers to prepare recommendations and suitability reports, as well as maintaining client records and data entry.Key Responsibilities:Liaise with third-party providers...
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Customer Service Representative
1 week ago
St Asaph, Denbighshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled Client Administrator to join their team in St Asaph. As a Client Administrator, you will work in collaboration with Financial Advisers and other colleagues to assist in preparing recommendations and producing suitability reports. Your responsibilities will include preparing and maintaining client...
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Customer Service Representative
4 weeks ago
St Asaph, Denbighshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Administrator OpportunityWe are seeking a skilled Client Administrator to join our team at Artemis Recruitment Consultants Ltd. This role will involve working closely with Financial Advisers to prepare recommendations and produce suitability reports, as well as maintaining client records and data entry.Key Responsibilities:Liaise with third-party...
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Customer Service Representative
4 weeks ago
St Asaph, Denbighshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Administrator OpportunityWe are seeking a skilled Client Administrator to join our team at Artemis Recruitment Consultants Ltd. This role will involve working closely with Financial Advisers to prepare recommendations and produce suitability reports, as well as maintaining client records and data entry.Key Responsibilities:Liaise with third-party...
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Customer Service Representative
3 weeks ago
St Asaph, Denbighshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Administrator OpportunityWe are seeking a skilled Client Administrator to join our team at Artemis Recruitment Consultants Ltd. This role will involve working closely with Financial Advisers to prepare recommendations and suitability reports, as well as maintaining client records and data entry.Key Responsibilities:Liaise with third-party providers...
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Customer Service Representative
3 weeks ago
St Asaph, Denbighshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Administrator OpportunityWe are seeking a skilled Client Administrator to join our team at Artemis Recruitment Consultants Ltd. This role will involve working closely with Financial Advisers to prepare recommendations and suitability reports, as well as maintaining client records and data entry.Key Responsibilities:Liaise with third-party providers...
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Customer Service Representative
1 month ago
St Asaph, Denbighshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Administrator OpportunityWe are seeking a skilled Client Administrator to join our team at Artemis Recruitment Consultants Ltd. This role will involve working closely with Financial Advisers and other colleagues to assist in preparing recommendations and producing suitability reports.Key Responsibilities:Liaise with third-party providers and navigate...
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Customer Service Representative
1 month ago
St Asaph, Denbighshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Administrator OpportunityWe are seeking a skilled Client Administrator to join our team at Artemis Recruitment Consultants Ltd. This role will involve working closely with Financial Advisers to prepare recommendations and suitability reports, as well as maintaining client records and data entry.Key Responsibilities:Liaise with third-party providers...
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Customer Service Representative
1 month ago
St Asaph, Denbighshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Administrator OpportunityWe are seeking a skilled Client Administrator to join our team at Artemis Recruitment Consultants Ltd. This role will involve working closely with Financial Advisers to prepare recommendations and suitability reports, as well as maintaining client records and data entry.Key Responsibilities:Liaise with third-party providers...
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Customer Service Representative
2 weeks ago
St Asaph, Denbighshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Administrator OpportunityWe are seeking a skilled Client Administrator to join our team at Artemis Recruitment Consultants Ltd. This role will involve working closely with Financial Advisers to prepare recommendations and suitability reports, as well as maintaining client records and data entry.Key Responsibilities:Liaise with third-party providers...
-
Customer Service Representative
2 weeks ago
St Asaph, Denbighshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Administrator OpportunityWe are seeking a skilled Client Administrator to join our team at Artemis Recruitment Consultants Ltd. This role will involve working closely with Financial Advisers to prepare recommendations and suitability reports, as well as maintaining client records and data entry.Key Responsibilities:Liaise with third-party providers...