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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 to prepare recommendations and suitability reports, as well as maintaining client records and data entry.

Key Responsibilities:
  1. Liaise with third-party providers and navigate software platforms to ensure seamless communication.
  2. Coordinate Financial Planner diaries and arrange client meetings to facilitate effective collaboration.
  3. Ensure accurate and timely data entry to maintain high standards of client service.

Requirements:

  1. Minimum 6 months of experience in a Wealth Management, Financial Planning, or IFA firm.
  2. Familiarity with pensions, investments, mortgages, and protection is highly desirable.
  3. Demonstrable experience in delivering exceptional client service.
  4. Understanding of FCA rules and compliance to effectively carry out the role.