Experienced Financial Administrator
4 weeks ago
We are seeking a highly skilled and experienced Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for providing administrative support to our Financial Advisers, ensuring the smooth operation of our business.
Key Responsibilities:- Provide technical and administrative support to Financial Advisers, responding to client enquiries and liaising with third parties.
- Issue letters of authority to providers and chase financial institutions for requested information.
- Manage client records and databases, ensuring accurate and up-to-date information.
- Maintain and update our CRM system, using it to effectively manage business workflow.
- Decipher policy information and input it into our CRM system.
- Onboard new clients to our company CRM and prepare client files for review meetings.
- Provide regular status updates to clients regarding the status of transfers and withdrawals.
- Complete illustrations and applications for new business and process new business through to completion.
- Manage compliance requirements, ensuring new business and client files are fully compliant.
- Maintain accurate computer records and manage company compliance records.
- Manage the new SJP meeting review process and business pipeline.
- Assist with marketing administration and other ad-hoc duties.
- Previous experience within a Financial Planning role.
- Must have a can-do attitude, be flexible and adaptable.
- Exceptional attention to detail and excellent written English, numerate and analytical skills.
- Strong organisational skills and ability to use own initiative and multitask.
- Able to work additional hours when required.
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Experienced Financial Administrator
2 months ago
Chobham, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator Job DescriptionWe are seeking a highly skilled and experienced Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for providing administrative support to our Financial Advisers, ensuring the smooth operation of our business.Key Responsibilities:Provide...
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Experienced Financial Administrator
2 months ago
Chobham, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator Job DescriptionWe are seeking a highly skilled and experienced Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for providing administrative support to our Financial Advisers, ensuring the smooth operation of our business.Key Responsibilities:Provide...
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Experienced Financial Administrator
3 weeks ago
Chobham, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator RoleWe are seeking a skilled Financial Administrator to support our clients SJP Practice in Chobham. This position involves providing technical and administrative support to Financial Advisers, including business processing, financial administration, and client liaison.Provide high-level support to Financial Advisers, responding to...
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Administrative Support Officer
3 weeks ago
Chobham, Surrey, United Kingdom Wishmore Cross Academy Full timeJob Title: Administrative Support OfficerJob Summary: We are seeking an experienced administrator to join our team at Wishmore Cross Academy. The successful candidate will have a passion for education and thrive in a busy environment.Key Responsibilities:Provide administrative support to the school teamManage the school's well-being cash plan and pension...
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Senior Cover Supervisor
2 weeks ago
Chobham, Surrey, United Kingdom Teaching Personnel Full timeSenior Cover Supervisor Role in LondonTeaching Personnel are seeking an experienced and passionate Senior Cover Supervisor to join an outstanding secondary school in London.ResponsibilitiesSupervise lessons for absent teachers, ensuring a smooth learning environment.Allocate, explain and oversee cover work set, providing support and guidance as needed.Report...
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Senior Cover Manager
2 weeks ago
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Financial Services Administrator
5 months ago
Chobham, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time**Financial Services Administrator** **Location: Chobham, Surrey (GU24)** **Salary: Up to £25,000, depending on experience** **Full time - 8.30am-5.00pm** **Are you an enthusiastic Financial Services Administrator eager for your next role? Could you fulfil a vital support function within a busy office?** You will be working as part of the team at a...
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Accounts Assistant
1 week ago
Chobham, United Kingdom CV-Library Full timeTemporary Accounts Assistant Chobham £13 per hour Our client is seeking an experienced Accounts Assistant to join their team on a temporary contract. You will be responsible for supporting with all finance related tasks. You will: * Support the Accounts Manager with all finance administration * Manage all data entry * Maintain and update the...
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Marketing Executive
5 months ago
Chobham, United Kingdom Navson Ltd Full time£28,000 plus £4000 car allowance Navson is an FMCG brand-driven company, operating in a number of sectors. Thanks to their continued success and ambitious growth targets, Navson are now seeking an experienced Senior Marketing Executive to help it on its exciting growth journey. This is a fast-paced role working with multiple brands. This position has...
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Marketing Executive
5 months ago
Chobham, United Kingdom Navson Ltd Full time£28,000 plus £4000 car allowance Navson is an FMCG brand-driven company, operating in a number of sectors. Thanks to their continued success and ambitious growth targets, Navson are now seeking an experienced Senior Marketing Executive to help it on its exciting growth journey. This is a fast-paced role working with multiple brands. This position has...
