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Customer Service Representative

2 months ago

St Asaph, Denbighshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Client Administrator Opportunity

We 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:

  1. Liaise with third-party providers and navigate their platforms to ensure seamless communication.
  2. Coordinate Financial Planner's diaries and arrange client meetings to facilitate effective collaboration.
  3. Ensure accurate and timely data entry to maintain high-quality client records.

Requirements:

  1. Minimum 6 months of experience in a Wealth Management, Financial Planning, or IFA firm.
  2. Familiarity with pensions, investments, mortgages, and protection products is highly desirable.
  3. Demonstrable experience in delivering exceptional client service.
  4. Understanding of Financial Services teams, FCA rules, and compliance is essential.

About the Role:

This is an exciting opportunity to work in a dynamic team and contribute to the success of our clients. If you are a motivated and organized individual with a passion for delivering exceptional client service, we encourage you to apply.