Current jobs related to Experienced Financial Administrator - Dorking, Surrey - Artemis Recruitment Consultants Ltd
-
Experienced Financial Administrator
2 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator RoleWe are seeking an experienced Financial Administrator to support our client's SJP Practice in Dorking. The successful candidate will provide administrative support to Financial Advisers, including business processing, financial administration, and client liaison.Key Responsibilities:Provide technical and administrative support to...
-
Experienced Financial Administrator
1 month ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator Job DescriptionWe are seeking an experienced Financial Administrator to join our client's SJP Practice in Dorking. This role will involve supporting Financial Advisers with all areas of administration, including business processing, financial administration, and client liaison.Key Responsibilities:Provide technical and administrative...
-
Experienced Financial Administrator
1 month ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator Job DescriptionWe are seeking an experienced Financial Administrator to join our client's SJP Practice in Dorking. This role will involve supporting Financial Advisers with all areas of administration, including business processing, financial administration, and client liaison.Key Responsibilities:Provide technical and administrative...
-
Experienced Financial Administrator
3 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator Job DescriptionWe are seeking an experienced Financial Administrator to join our client's SJP Practice in Dorking. This role will involve supporting Financial Advisers with all areas of administration, including business processing, financial administration, and client liaison.Key Responsibilities:Provide technical and administrative...
-
Experienced Financial Administrator
1 month ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator Job DescriptionWe are seeking an experienced Financial Administrator to join our client's SJP Practice in Dorking. This role will involve supporting Financial Advisers with all areas of administration, including business processing, financial administration, and client liaison.Key Responsibilities:Provide high-level technical and...
-
Experienced Financial Administrator
1 month ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator Job DescriptionWe are seeking an experienced Financial Administrator to join our client's SJP Practice in Dorking. This role will involve supporting Financial Advisers with all areas of administration, including business processing, financial administration, and client liaison.Key Responsibilities:Provide high-level technical and...
-
Experienced Financial Administrator
1 month ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator Job DescriptionWe are seeking an experienced Financial Administrator to join our client's SJP Practice in Dorking. This role will involve supporting Financial Advisers with administrative tasks, including business processing, financial administration, and client liaison.Key Responsibilities:Provide technical and administrative support...
-
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Administrator to Senior IFAThis is a full-time office-based role near Dorking, with the possibility of hybrid working after a 6-month probation period.About the RoleWe are seeking an experienced Administrator to support one IFA with all areas of administration, including business processing, financial administration, and client liaison.Key...
-
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Administrator to Senior IFAThis is a full-time office-based role near Dorking, with the possibility of hybrid working after a 6-month probation period.About the RoleWe are seeking an experienced Administrator to support one IFA with all areas of administration, including business processing, financial administration, and client liaison.Key...
-
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Senior Financial Services AdministratorThis is a full-time office-based role that involves supporting one IFA with all areas of administration, including business processing, financial administration, and client liaison. The role requires the use of different CRM systems and platforms, including Intelligent Office.Key Responsibilities:Update the...
-
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Administrator to Senior IFAThis role will involve supporting one IFA with all areas of administration, including business processing, financial administration, and client liaison. The successful candidate will be responsible for maintaining accurate client data and information throughout the process.Key Responsibilities:Update the back office...
-
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Administrator to Senior IFAThis role will involve supporting one IFA with all areas of administration, including business processing, financial administration, and client liaison. The successful candidate will be responsible for maintaining accurate client data and information throughout the process.Key Responsibilities:Update the back office...
-
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Senior Administrator to IFAThis is a full-time office-based role near Dorking, supporting one IFA with all areas of administration, including business processing, financial administration, and client liaison.Key Responsibilities:Update the back office system to ensure accurate client data and information throughout the process.Maintain fully...
-
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Senior Administrator to IFAThis is a full-time office-based role near Dorking, supporting one IFA with all areas of administration, including business processing, financial administration, and client liaison.Key Responsibilities:Update the back office system to ensure accurate client data and information throughout the process.Maintain fully...
-
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Administrator to Senior IFAThis role will involve supporting one IFA with all areas of administration, including business processing, financial administration, and client liaison. The successful candidate will be responsible for maintaining accurate client data and information throughout the process, ensuring fully compliant files, and producing...
-
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Administrator to Senior IFAThis role will involve supporting one IFA with all areas of administration, including business processing, financial administration, and client liaison. The successful candidate will be responsible for maintaining accurate client data and information throughout the process, ensuring fully compliant files, and producing...
-
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Summary:This role involves supporting an IFA with administrative tasks, including business processing, financial administration, and client liaison. The ideal candidate will have experience with CRM systems and platforms, such as Intelligent Office.Key Responsibilities:Update the back office system to ensure accurate client data and information.Maintain...
-
Financial Services Specialist
3 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser - DorkingOur client, a reputable financial services firm, is seeking a skilled Financial Adviser to join their team in Dorking. As a key member of the team, you will be responsible for providing expert advice to clients, ensuring their financial goals are met, and maintaining the highest standards of compliance and professionalism.Key...
-
Financial Services Specialist
3 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser - DorkingOur client, a reputable financial services firm, is seeking a skilled Financial Adviser to join their team in Dorking. As a key member of the team, you will be responsible for providing expert advice to clients, ensuring their financial goals are met, and maintaining the highest standards of compliance and professionalism.Key...
-
Financial Analyst
2 weeks ago
Dorking, Surrey, United Kingdom Specialized U.K. Limited Full timeWe are seeking a highly organized and detail-oriented professional to support local accounting needs as part of our centralized EMEA FP&A function. This role will be located in the UK and may involve travel.The ideal candidate will have a business administration or finance qualification and 1 year of experience in a similar role. European language skills...
Experienced Financial Administrator
2 months ago
Job Summary:
We are seeking an experienced Financial Administrator to join our client's SJP Practice as a key member of their team. As a Financial Administrator, you will play a vital role in supporting Financial Advisers with all areas of administration, including business processing, financial administration, and client liaison.
Key Responsibilities:
- Provide high-level technical and administrative support, responding to client inquiries, liaising with third parties, and providing support at client meetings as required.
- Issue letters of authority to providers and chase financial institutions for requested information.
- Engage in telephone liaison with Administration Centres and Paraplanners to ensure seamless communication.
- Draft and proofread documents, including client correspondence, presentations, and illustrations.
- Update client records and databases with financial and personal data, maintaining accurate and up-to-date information.
- Effectively manage the business workflow using the CRM system, ensuring all tasks are completed efficiently.
- Decipher policy information and input it into the company CRM, ensuring accurate and timely updates.
- Onboard new clients to the company CRM, ensuring a smooth transition.
- Prepare client files for review meetings, ensuring all necessary documents are in order.
- Provide regular status updates to clients regarding the status of transfers, withdrawals, and other matters.
- Complete illustrations and applications for new business, processing them through to completion.
- Process application forms and ensure all necessary documentation is complete.
- Conduct audits to ensure all documents are in the correct location.
- Manage compliance requirements, ensuring new business and client files are fully compliant.
- Maintain accurate computer records and ensure company compliance records are up-to-date.
- Manage the new SJP meeting review process, ensuring all necessary steps are taken.
- Manage the business pipeline, ensuring all tasks are completed efficiently.
- Develop skills in writing basic suitability letters and assist with marketing administration.
- Perform other ad hoc duties as required.
Requirements:
- Previous experience within a Financial Planning role.
- A can-do attitude and flexibility to adapt to changing circumstances.
- Exceptional attention to detail and strong organizational skills.
- Excellent written English, numerate, and analytical skills.
- Ability to use own initiative and multitask, with a strong work ethic.
- Able to work additional hours when required.
About Artemis Recruitment Consultants Ltd:
Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services recruitment. We pride ourselves on providing exceptional service and support to our clients and candidates.
