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Financial Administrator/Accounts Specialist
2 months ago
Job Title: Finance Administrator/Accounts
Job Type: Full-time
Company: Artemis Recruitment Consultants Ltd
About the Role:
We are seeking an experienced Financial Administrator to join our team in Gerrards Cross, Buckinghamshire. As a key member of our team, you will provide administrative support to help drive business activity and ensure smooth operations.
Key Responsibilities:
- Database Management: Manage and maintain accurate client information and progress logs in our Concert database.
- Reporting and Analysis: Extract critical information from our platforms and create reports using MS Excel.
- Platform Management: Manage client financials, including ISA's, investment, and retirement accounts, using our platform.
- Communication: Liaise with providers, team members, and clients to ensure seamless communication and progress.
- Compliance and Regulatory: Ensure all soft and hard copy information meets compliance and regulatory standards under Openwork and the FCA stipulations.
- Client Support: Provide exceptional customer service, responding to enquiries and requests for information.
- Marketing Support: Assist with marketing activities and initiatives to promote our services.
- Administrative Tasks: Perform various administrative tasks, including scanning client files and other critical information.
Person Specification:
- Attention to Detail: Demonstrate a high level of attention to detail and accuracy in your work.
- Communication Skills: Possess excellent communication skills, both written and verbal.
- Problem-Solving: Show a willingness to learn and adapt to new situations and challenges.
- Teamwork: Demonstrate a positive attitude and a willingness to work collaboratively as part of a team.
- Organizational Skills: Possess strong organizational skills and the ability to prioritize tasks effectively.
Requirements:
- Experience: Previous experience in financial services administration, IFA, or provider side.
- Skills: Intermediate to advanced knowledge of MS Excel, proficient in MS Word and Outlook.
- Education: Relevant qualifications or a willingness to gain relevant qualifications.
What We Offer:
We offer a competitive salary and opportunities for career and salary progression. If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
